Independent thinking for complex markets and current events
Reddit traders call it a “housing cycle bet” with leverage on a future demand rebound Deal priced at $72.50/share, ~24% premium over prior close $8.5B enterprise value, one of the first major moves under Greg Abel as CEO Housing sector still under pressure from high rates, weak affordability, slow demand Sector already down for years, …
Shiller CAPE ratio sits at 38-41, second only to the 2000 dot-com peak while Berkshire Hathaway underperforms the S&P 500 by the exact margin it did heading into the 2008 GFC. Buffett sits on a record $380 billion cash pile, selling into strength as the rest chase AI mania like 1999 tech. I think this …
BUFFETT SAYS US HAS NEVER HAD MORE INVESTORS IN A "GAMBLING MOOD" BUT OPPORTUNITIES STILL EXIST — *Walter Bloomberg (@DeItaone) May 2, 2026 Berkshire Hathaway Q1 2026 highlights: • $373.5 billion of cash • $10.4 billion of net operating cash flow • $234.2 million spent on share repurchases across Class A and Class B shares …
Source: https://www.cnbc.com/2026/02/28/berkshire-hathaway-brka-q4-2025-earnings.html Berkshire Hathaway reported a big decline in its operating earnings for the fourth quarter, due in large part to weakness in the conglomerate’s insurance business. Earnings from operations totaled $10.2 billion in Q4. That’s down more than 29% from $14.56 billion in the year-earlier period. This was the final quarter under Warren Buffett as …
Wow, why is Buffett & team selling out of these massive names? https://t.co/oWLHPOhKzx — Jon Brooks (@jonbrooks) February 17, 2026 ‼️The largest US stock buyer since 2009 is STEPPING BACK: Combined buybacks by Amazon, Alphabet, Microsoft, Meta, and Oracle fell to $12.6 billion in Q4 2025, the lowest in 7 YEARS. This marks the 3rd …
Tomorrow is Warren Buffet’s last day as CEO of Berkshire Hathaway! byu/Any-Presentation5438 inwallstreetbets
Warren Buffett and Berkshire Hathaway $BRK.B no longer own any shares of BYD – CNBC pic.twitter.com/AxkQZIQtw1 — Evan (@StockMKTNewz) September 21, 2025 “Berkshire Hathaway has completely exited its extremely profitable equity investment in the Chinese electric vehicle maker BYD,” CNBC confirmed. “A Berkshire spokesperson said the entire BYD position has indeed been sold.” Source: https://www.cnbc.com/2025/09/21/buffett-munger-byd-exits-stake.html …
Berkshire Hathaway now owns 5.04 million shares of UnitedHealth Group, worth $1.57 billion as of June 30. https://www.msn.com/en-ca/money/topstories/berkshire-invests-in-unitedhealth-trims-apple-stake/ar-AA1KxN2n and, another one MICHAEL BURRY ADDS $115M OF $UNH pic.twitter.com/69BNEvrdXX — amit (@amitisinvesting) August 14, 2025 The position was built quietly over two quarters. “Warren Buffett’s Berkshire Hathaway revealed a new stake in troubled insurer UnitedHealth after …
Berkshire Hathaway’s cash position is now 30% of their total assets, the most in history 🚨 Probably Fine? pic.twitter.com/ILr70bCct7 — Barchart (@Barchart) August 3, 2025 Berkshire Hathaway’s cash is now 30% of its total assets, the highest in its history. The company holds $344 billion in cash because it sees few good places to invest. …
The tide has turned. After years of sellers calling the shots, the housing market has finally shifted. Berkshire Hathaway Home Services isn’t whispering it. They’re spelling it out. The market now belongs to the buyers. This isn’t a theory or a forecast. It’s already happening. Inventory has ballooned past 500,000 active listings, the highest level …
Warren Buffett’s Berkshire Hathaway purchased more shares of Occidental Petroleum after the oil and gas producer tumbled more than 30% from its record high. The Omaha, Nebraska-based conglomerate scooped up 763,017 shares of the Houston-based energy company on Friday for $35.7 million, according to a regulatory filing. Berkshire is Occidental’s biggest investor, holding a 28.2% …
Charlie Munger – The Architect of Berkshire Hathaway Charlie Munger died on November 28, just 33 days before his 100th birthday. Though born and raised in Omaha, he spent 80% of his life domiciled elsewhere. Consequently, it was not until 1959 when he was 35 that I first met him. In 1962, he decided that …
Berkshire Hathaway CEO Warren Buffett recently ended a six-year streak of stock buybacks for the company. While the company regularly participates in stock buybacks, it did not do so during the third quarter, according to Securities and Exchange Commission filings. Despite having over $325 billion in cash reserves, Buffett opted not to use that cash …
Ajit Jain, Warren Buffett’s insurance chief and top executive, sold more than half of his stake in Berkshire Hathaway , a new regulatory filing showed. The 73-year-old vice chairman of insurance operations dumped 200 shares of Berkshire Class A shares on Monday at an average price of $695,418 per share for roughly $139 million. That …
Berkshire Hathaway has dumped more shares this quarter than any other quarter in its entire history. They know what’s coming. 🩸 pic.twitter.com/Y4CnWHitdr — Jacob King (@JacobKinge) August 4, 2024 Wow — Elon Musk (@elonmusk) August 4, 2024 Linkhttps://t.co/voAyWoi413 — QE Infinity (@StealthQE4) August 3, 2024 BREAKING: Warren Buffett's Berkshire Hathaway now has a record $277 …
Shares of Berkshire Hathaway nearly registered their worst day this year Tuesday, a loss almost certainly not connected to Monday’s bizarre issue that caused the New York Stock Exchange to show Berkshire shares down almost 100%, but still coming as a steep selloff that even confounded Wall Street analysts. Key Takeaways Berkshire Hathaway’s Class A shares fell …
Berkshire Hathaway (NYSE:BRK.B) (NYSE:BRK.A) Q4 operating earnings rose 28% from a year ago, driven by improvements in insurance underwriting and investment income, which more than offset declines at its railroad, utilities and energy, and other businesses. The company doubled the amount of its common stock it repurchased to $2.2B during the quarter compared with $1.1B …
by nobjos Politicians beat the S&P, so there’s that…
FIRST ON THE DAILY SIGNAL—A government and corporate watchdog group filed a complaint Tuesday with the Securities and Exchange Commission against Berkshire Hathaway in connection with the arrest of the group’s chairman at a shareholder meeting for raising issues linking the names of Warren Buffett, Bill Gates, and Jeffrey Epstein. National Legal and Policy Center …
by Agitated_Product_404 In short Warren Buffet and Charlie Munger, two of the greatest investors of all time leading one of the largest funds in the world just increased their cash position yet again this last quarter to $157 Billion. This would put their cash position at now over 20% of total assets under management which …
https://www.ft.com/content/4ec10c1b-a365-483f-8566-e2ff47435dd5?ftcamp=traffic/partner/feed_headline/us_yahoo/auddev “Conglomerate offloads more than $5bn worth of US and international shares” “The company sold more than $5bn worth of US and foreign stocks in the third quarter, according to results released on Saturday. The sales lifted Berkshire’s divestments of listed shares to nearly $40bn over the past year.” h/t WildcatBlue
Charlie Munger of Berkshire Hathaway stated he thinks Vanguard and Blackrock are setting themselves up to be rulers of the world and they will not be good for humanity or the future. He predicts there is large turmoil coming, from all sides and all directions. https://www.youtube.com/watch?v=XFZ5TX7Dat0 Its very interesting hearing someone of his status and …
The Omaha-based conglomerate’s operating earnings totaled $10.043 billion last quarter, 6.6% higher than the figure from the same quarter a year ago. Net income totaled $35.91 billion, compared with a $43.62 billion loss during the second quarter last year. Berkshire’s massive cash pile grew to $147.377 billion at the end of June, near a record …
