Ale's World of Stocks发布 2026-09-06
《Without Buffett, Berkshire is FINALLY Going All-In on AI!》
$LEN未站边
莱纳建筑是一个价值机会，但说话者因无聊和利率敏感而避免买入。
我们还有另一个典型的价值投资，涉及一个在过去几年受到经济逆风严重打击的行业，即Lennar，股票代码LEN，伯克希尔在季度内向其投入了超过2.7亿美元，增持约30%。
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.
至于股票本身，最近表现相当糟糕，我们知道伯克希尔倾向于在股价暴跌时抓住大幅下跌的机会，但Lennar的股价自峰值以来已下跌超过50%。
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.