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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (76550)	11/16/2024 8:33:33 AM
From: Harshu Vyas	2 Recommendations Recommended By E_K_S Spekulatius Respond to of 78705

I'm very confident that they're both Todd/Ted buys judging by the size of the position + market caps of both, not Buffett picks. The same goes for ULTA, SIRI and some others I've forgotten. I don't think Buffett's been buying anything lately and has only been selling. My gut tells me he's thinking about looking for another big acquisition for when the market falls and some cash to build positions. I think he has his moves planned so far in advance. At that age and with all of his knowledge, my feeling is he already knows exactly what he wants to buy and he's just waiting to strike. Chubb (currently) seems like the most likely acquisition target and would slot in nicely with Berkshire's insurance division. I've also noticed he's slowed down on his OXY buying spree since June despite the price falling. I don't think he's changed his mind on the company - rather, this reinforces my opinion of what I think he's doing.