Berkshire Hathaway Sold Mastercard Stock. Should You Follow?

Berkshire Hathaway's exit from Mastercard doesn't necessarily indicate the business has weakened. The sale likely reflects opportunity cost considerations, as Berkshire tripled its Alphabet investment during the same period. For long-term investors, the key question is whether Mastercard's fundamentals have deteriorated, not whether to blindly follow Berkshire's portfolio moves. Mastercard remains a high-quality business with strong margins, capital-light operations, and exposure to digital payment growth.