This chart highlights Warren Buffett’s portfolio BERKSHIRE HATHAWAY INC moves — positions initiated within the past three years. Fresh buys like UnitedHealth, Nucor, D.R. Horton, Lamar Advertising, and Allegion (all at 0.25 years) show his newest bets, while mid‑term holdings such as Domino’s, Pool, and HEICO reflect selective exposure to consumer and industrial names. Near the three‑year mark, Louisiana‑Pacific (2.7 years) and Jefferies Financial Group (2.7 years) stand out as conviction plays he’s held onto longer.
Buffet seems to really like house building companies.
Some real dogs in there but a couple of interesting ones that I’ll save for when I’m in a buying mood.
It’s likely that he has been selling much more than buying. And what he is buying is probably just to insulate against a possible collapse. If the market collapsed, houses are always needed. Historically he used a basis of the countries GDP compared to the historical average market value. When it drops below, he buys heavily for long investments, when it gets above, he starts to sell off investments that may be able to plumet.
Sorry if I’m explaining something you are already aware of
Some numbers show burkshire Hathaway sold $130+ billion in stock in 2024, while buying only around $3 billion. I assume he doesn’t like the outlook of this tech craze.
I know very little about economics. These assessments always make a lot of sense to me but what is it that usually triggers a correction?
Corrections happen because the market thinks assets are over-priced.
It can vary, but in my limited knowledge it usually occurs during periods with rising inflation and/or after over extensions of credit to people who believe they would be able to pay it back because the markets/jobs and such appeared to be doing well for them at the time. Let’s say you loan someone $400,000 for a house, they take it because they want a house and have a steady job. Now you do that 600,000 more times… all is well you are getting paid. Amazon says they are going to lay off 650,000 people because they think they can replace those jobs with automation. Now you have $240,000,000,000 that those people can’t pay you back for, and the job market looks rough, so with demand high and supply low, they can low-ball you on salaries if you can find a job. People trying to get a loan at that point will get hit with higher interest rates because they are worried they won’t get their money back. People hit financial issues and normally they refinance their house to take out equity they have already paid into it, but the interest rate of the refinance would be so high it will wind them up further in financial issues. People are pulling their money out of investments to pay off debts or keep themselves from going under. If new investments don’t come into companies stock buyers don’t make money, so it’s best they invest in something else if they can, so they won’t want to invest, and maybe pull their money out while they can, as the market crashes and shit tons of money are lost across the board.
bh holdings include a number of companies that benefit from new home construction and sales.
No Ai huh.
If the Ai bubble pops, he wont even notice it…
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Okay, it should be easy to profit from it, then. Go make the bet. Put your money where your mouth is and buy some puts.
