Tonight the stock costs 12% less than Berkshire's own mark.


 
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LEAD STORY


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Buffett's Company Just Bought an Entire Homebuilder
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For the past few Mondays now we’ve been opening the second-quarter 13F filings
— the forms that make any firm managing over $100 million show the SEC, and
you, its U.S. stock holdings 45 days after each quarter ends. And we’ve taught
you to ask who really converged, what’s happened since June 30, and what you’d
pay tonight versus what the legend paid. Tonight, the last tool of this filing
season, and our favorite: read the sell column first. Everybody reads the buys.
But a buy, on its own, is just an opinion. A buy funded by a famous sell is
something better — it’s a ranking. The filing will never tell you why a
billionaire did anything. But when he lets go of a business the whole world
agrees is wonderful to pay for something the market is ignoring, he’s answered
the only question that matters: not “do I like it,” but “do I like it more.”
Three of those trades showed up in this quarter’s filings. A knighted investor
with one of the best long-term records in the world sold every share…
READ FULL ARTICLE →
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FEATURED ANALYSIS


Wall Street Is Buying Restaurants—and Asking Us to Pay Up
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Wall Street’s recommendation machine has been busy this week. We have seen
double upgrades, fresh coverage, higher targets, and one of the more
concentrated restaurant-industry initiation waves in recent memory. That is
useful information. It is not a verdict. An analyst note is a model with a
story attached. Sometimes the story is early. Often, it arrives after the stock
has already moved and gives the move a more respectable-looking explanation.
Our job is to ask what has to go right, what is…
READ FULL ARTICLE →
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MORE HEADLINES


1. Wall Street's Estimate for Walmart Sits Exactly on Top of Walmart's Own
Guidance. Last Time That Happened, the Stock Fell 4%.
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2. Cisco Just Finished the Best Year in Its History and Guided $1.3 Billion
Above Estimates. The Stock Fell 10%.
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3. CoreWeave's Revenue Doubled and the Stock Jumped 21%. Its Debt Grew by $12
Billion in Three Months.
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4. The Biggest Threat to Your Portfolio Isn't Iran
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