- After Warren Buffett In 2024, $ 134 billion was sold and sits on a $ 334 billion monetary pile, one analyst said that “Oracle of Omaha” saw that the current Selloff was coming. While this is unlikely to take big steps during the current market shock, some think it will look internationally or kill your insurance business.
Among the sales of the stock market, Berkshire Hethai According to the analyst, the CEO of Urano Buffett believes he was preparing for him.
Once collapsed by more than 10% of the last peak, Nasdaq remains in the correctional area. The S&P 500 also entered the correction, though the rally fell by less than 10% of the records on Friday.
This emphasized the recent Berkshire accumulation as an ancient one. Asked if Buffett, who came to Sellof, Armando Gonzalez, the founder of the research platform operating on AI Bigdata.com, said the data indicates what he did.
“Buffet’s actions over the past year were a textbook example for turbulence positioning,” he said in response to questions Wealth.
In 2024, Berkshire sold $ 134 billion, finishing a year with a $ 334.2 billion cash pile – almost twice as much as his shrinking portfolio of $ 272 billion.
Gonzalez also noted that the last comments of the baffet were imbued with caution, emphasizing inflation and geopolitical uncertainty. For example, he prevent President Donald Trump’s tariffs will lead to raising prices.
“The story shows when Buffett turns a pure seller, it often involves the Subpar market performance,” Gonsalez said. “And once again, Amahi’s oracle seems to be ahead of the curve.”
With stocks coming out of their highs, it raises the question: Will the famous Buffett’s meaning start to deploy their money by making big purchases?
To be sure Berkshire made some moderate stock purchases. But, preferring deals, Buffett looks historically to invest large funds in the company when the estimates are low. For example, during the financial crisis, Buffett has launched $ 3 billion The total electric Whose stock price has set.
In his last letter to Berkshire shareholders, Buffett confirmed his long -term opinion that the assessments remained high.
Honsalez said it was possible that Buffett could start buying, but only if there are real deals, noting that his results show deep aversion to haste, even when the markets fall.
“He has no interest in the timing of the market, and he does not pursue short-term selection,” he said. “Instead, he awaits the points when fear is priced to the level when the risk equation tilts resolutely in his favor.”
If the baffle must choose to finally make a big purchase, Gonzalez expects that the next step will be used with a scalpel rather than a “wide market burst” if any.
“In the world, the patience is more than virtue, it is a weapon,” he added.
Although uncertain whether the baffle will go with the deal during the current Selloof market, Ctra Research Cathy SEIFERT said Wealth She wouldn’t be surprised if Berkshire surrounded her insurance possessions.
She added that the estimates are still not dirt cheap, while the cash buffet parked in the Treasury bonds, brings it good profitability, and the competitive environment for transactions has changed.
In addition, Buffett showed great interest in Japanese trading companies, believing that “increasing appetite for international diversification,” Gonzalez said.
Since 2019, Berkshire has invested in the five largest Japanese Sogo Shosha, which are investing in the sector within the country and abroad. Trading houses –Itach. Roasting. Mitsubishi. Mitsuiand Sumitomo“The operation” is a few like Berkshire itself, “Buffet wrote in his annual letter.
While Buffett sits on a pile of cash, its deployed funds can grow even more like rumors about a rare sales circle in Berkshire.
A Wall Street Journal reported that a brokerage company is real estate Compass He was in advanced negotiations to buy America’s home services Berkshire Hethai.
According to Berkshire’s annual report, Homeerservices has 820 brokerage offices and 270 Franchisees in 2024.
Berkshire Hethaue did not return Fortune Request for comment.
Originally this story was presented on Fortune.com
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2025-03-15 19:44:00
Stuart Dyos
