My Investing Muse

This  news  broke in Aug 2023 when Berkshire’s recent investments into a few homebuilders in the USA. Berkshire invested $814M in US homebuilders Extract from the news article dated 15 Aug 2023: Warren Buffett’s Berkshire Hathaway disclosed $814 million in investments across three home builders this week, the Financial Times  reported . The move from the world’s most famous investor reflects how builders are capitalizing on this moment of limited supply, even as higher mortgage rates have cast a chill on home sales. Buffett’s biggest focus was on D.R. Horton. Berkshire purchased six million shares in the company, worth roughly $726 million at the end of the second quarter. The investment made Berkshire one of D.R. Horton’s 10 largest shareholders, as it holds 1.8 percent of its stock. Berkshire also purchased more than 152,000 shares in Lennar and 11,000 shares in NVR. As per the Q2/2023 13F filings, Berkshire has bought the following: 5,969,714 shares of DHI 11,112 share...

News and recent topics of interest We have been bombarded by news arising from the recent Israeli-Gaza conflict. Amidst these, we have earthquakes hitting Afghanistan and Morocco. With Israel hitting Hezbollah’s positions in Lebanon and 2 airports in Syria, the conflict has spread with some US bases in Iraq & Syria being “attacked”. NBC  news  reported injuries to a dozen US military personnel in Iraq & Syria - 25 Oct 2023. My main source of news comes from X (previously known as Twitter). The other news of interest includes China/HKG developments. The news sources include CGTN, SCMP, CNBC, CNN, Fox, WSJ, BBC, Reuters & Al Jazeera. Mainstream Media (MSM) have been late in updates and usually carry some bias. Thus, I recommend reading all news with a good pinch of salt. As part of my learning, my recent podcast/YouTube diet includes the following: The All in Podcast > I love the 4 of them. I do see some bias but very enriching in general. Lex Friedman > I have...