Bloomberg Intelligence BI Weekend: Deere, Walmart Earnings, Berkshire Hathaway 13F Filings
Feb 20, 2026
Matthew (Matt) Palazzola, Bloomberg Intelligence senior analyst in P&C insurance, breaks down Berkshire Hathaway's latest 13F filings and portfolio moves. He highlights recent trimming of Amazon, larger stakes in Chevron and Chubb, and broader tech repositioning. Short, clear takes on strategic stakes and capital allocation possibilities.
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Invest In Automation For E‑Commerce
- Invest in automation and fulfillment to speed e-commerce and omnichannel services.
- Emily Cohn highlights Walmart's push into automated warehouses and store remodels to support growth.
Six Flags' Debt And Asset Problems
- Six Flags faces operational and legacy-asset challenges despite decent revenue and per-cap spending.
- Jody Lurie warns heavy debt and worse-than-expected assets create execution risk despite demand for regional passes.
AI Is Boosting Office Leasing
- AI demand is currently supporting office leasing in New York and San Francisco as firms hire to deploy AI, offsetting job-cut fears.
- Jeffrey Langbaum notes leasing velocity is at pre-pandemic highs and occupancies are ticking up for major office REITs.