In a recent 13-F filing report, Warren Buffett’s positions were made public for the world to see and attempt to reverse engineer the thinking behind one of Wall Street’s best capital compounders. These filings provide investors with two key takeaways: an understanding of broader macro trends and how they are reflected in specific businesses. By analyzing Berkshire Hathaway Inc.'s NYSE: BRK.B recent selling activity, new acquisitions, and its substantial cash reserves, a clear trend emerges, offering insight ...