Berkshire Ends 14-Quarter Sell Streak With $23.5B Stock Spree
Warren Buffett's Berkshire Hathaway reversed course, buying $23.5B in stocks after 14 straight quarters of net selling — $10B went to one private deal.
Warren Buffett just flipped the script. Berkshire Hathaway ended a 14-quarter selling streak by deploying $23.5 billion into stocks — a move that signals the Oracle of Omaha finally found prices worth paying. That's not a minor tweak to the portfolio. That's a statement.
The headline grabber is the $10 billion chunk that went to a single company at a private price. That's not an open-market purchase you can front-run on a tape. It's a negotiated deal, the kind Buffett prefers when he wants size without moving markets against himself. Private pricing usually means Berkshire got terms retail traders never see.
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For 14 quarters — that's three and a half years — Berkshire was a net seller. Cash piled up on the balance sheet while Buffett passed on deal after deal. Critics called it indecision. Buffett called it discipline. Now the cash is moving, and that shift in posture matters beyond just Berkshire's portfolio.
When the world's most famous value investor goes from hoarding cash to writing $23.5 billion in checks, the market listens. It doesn't guarantee a bottom, and Buffett has never tried to time markets perfectly. But it does tell you that somewhere in this volatility, he spotted a price that clears his hurdle rate. That's your tradeable signal to pay attention.
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