Mon Sep 22 11:30:00 UTC 2025: Okay, here’s a summarized version of the text, followed by a news article based on that summary:

**Summary:**

This edition of the Warren Buffett Watch newsletter highlights Berkshire Hathaway’s complete exit from its highly profitable investment in Chinese electric vehicle maker BYD. Berkshire began selling its stake in 2022 and completed the sale by early 2025. The initial investment, made in 2008 at the urging of Charlie Munger, yielded roughly a 3890% increase. While Buffett hasn’t explicitly stated his reasons for selling, speculation suggests geopolitical concerns regarding China and Taiwan played a role. The newsletter also touches on Warren Buffett’s alignment with Donald Trump’s view on reducing the frequency of corporate earnings reporting, advocating for a focus on long-term value creation over short-term gains. The newsletter includes Berkshire Hathaway’s top holdings as of June 30, 2025, and links to resources for further information.

**News Article:**

**Berkshire Hathaway Cashes Out of BYD, Ending Lucrative 17-Year Investment**

**NEW YORK, NY –** Berkshire Hathaway has fully divested from its stake in Chinese electric vehicle giant BYD, ending a highly profitable 17-year investment. The news, confirmed by a Berkshire spokesperson, marks the conclusion of a gradual sell-off that began in August 2022.

Berkshire’s initial investment of $230 million in 2008, championed by Charlie Munger, saw BYD shares surge by roughly 3890% during the holding period. By the second quarter of 2022, the stake was worth around $9 billion. Sales of shares have been ongoing since then, as reflected in the Berkshire Hathaway Energy’s Q1 filings.

While Warren Buffett has not given a comprehensive explanation for the exit, the move coincides with the sale of a significant portion of Berkshire’s Taiwan Semiconductor Manufacturing Company (TSMC) holdings around the same time, raising speculation that geopolitical concerns regarding China’s relationship with Taiwan may have influenced the decision.

The move signals a shift in Berkshire’s investment strategy and comes as Warren Buffet aligns himself with some of Donald Trump’s policy priorities. Namely, Buffett has long advocated for a longer-term focus in corporate America, a view recently echoed by Trump.

Despite the BYD sale, Berkshire Hathaway remains a major investor in numerous publicly traded companies.

Read More