《Without Buffett, Berkshire is FINALLY Going All-In on AI!》
梅西百货不适合长期投资，因为电子商务竞争（尤其是来自亚马逊的竞争）构成生存威胁，这超过了其低估值和资产基础。
这里我们已经有一只我认为是巴菲特可能会投资的那种股票，我不知道用什么词来形容，它可能足够固执，值得投资。这只股票是梅西百货，股票代码M，伯克希尔在季度内向其投入超过9000万美元，增持幅度高达142%。
Well, here we already have a stock that I think , you know, is the kind of stock that Buffett might invest in, I don't know what the right word is. It might be stubborn enough to invest in.
This stock is Macy's, ticker symbol M, where Berkshire just pumped over $90 million to increase its stake by a staggering 142% during the quarter.