Ale's World of StocksPublished 2026-09-06
“Without Buffett, Berkshire is FINALLY Going All-In on AI!”
$LENNo side taken
LEN is a value opportunity but the speaker avoids buying due to boredom and interest rate sensitivity.
We have another classic valuable investment in a sector that has been badly damaged by economic headwinds over the past few years, namely Lennar, ticker symbol LEN, into which Berkshire poured more than $270 million , increasing its stake by about 30% during the quarter.
As for the stock itself, it has been rather disastrous lately , and we know that Berkshire tends to seize opportunities at large dips when a stock is plummeting , but Lynn's stock has so far lost more than 50% of its total value since the peak.