Warren Buffett saw the selloff coming and hoarded cash, analyst says, as markets await his next move — ‘patience is more than a virtue, it’s a weapon’

• After Warren Buffett He sold 134 billion dollars in stocks in 2024 and sits on a 334 billion cash pile, and one analyst said that “Oracle of omaha” witnessed the next current sale. Although Bavite is unlikely to make any major moves during current market disturbances, some believe that it will look internationally or get out of his insurance work.

In the midst of the sale of the stock market, the recent capital movements in Berkchire Hathaway indicate that he was preparing for that, according to an analyst.

After a decrease of more than 10 % of its last peak, Nasdak is still in the correction area. S&P 500 also entered a correction, although Friday’s rally reduced its decrease to less than 10 % of its record ever.

This highlighted the last monetary storage of Percchire as Prascient. When asked if Pavite had seen the sale coming, Armando Gonzalez, founder of the Bigdata.com research platform, said the evidence indicates that he did so.

He said in an e -mail response to questions from questions from the questions last year, for example, an example of locations to the disorder. luck.

Berkshire sold $ 134 billion of shares in 2024, which ends the year with a cash pile of $ 334.2 billion – a double resulting from last year and more than 272 billion dollar shares.

Gonzalez also indicated that the recent Pavite’s comments were full of caution, while emphasizing inflationary fears and geopolitical certainty. For example, he warned that President Donald Trump’s tariff would lead to high prices.

“History appears when Pavite turns into a net seller, and he often expects a period of SUBPAR market,” Gonzales said. “Once again, Oracle Omaha appears before the curve.”

With shares out of their highest levels, this raises the question: Will the famous Pavite that realizes the value in spreading his money by performing some large purchases?

Berkshire certainly made some moderate stock purchases. But the preferred deals, Pavite historically looks at investment in companies when the rating is low. During the peak of the 2008 financial crisis, for example, Buffett has deployed $ 3 billion in General Electric, whose share price had been exposed to.

In his last message to Berkshire shareholders, Buffett repeated his view that lasted years ago that the assessments remained high.

Gonzalez said that Pavite can start buying but only if real deals appear, noting that his record shows a deep aversion to rushing, even when the markets stumbled.

“He has no interest at the timing of the market bottom, nor is he chasing a short -term rebound,” he said. “Instead, moments wait when fear leads prices to the levels in which the risk reward equation tends decisively in favor of it.”

If Pavite should choose a large purchase in the end, Gonzales expects his next use to use it with a scalpel instead of “broad market splash”, if any.

“In the world of Pavite, patience is more than just a virtue, it is a weapon,” he added.

Although it is not sure whether Pavite will follow a deal during the current market selling process, Cathy Sephart told CFRA Research luck You will not be surprised if Berkshire collected insurance holdings.

She added that the assessments are still not cheap dirt, while the cash buffet was parked in the treasury bonds that lead to a good return and changed the competitive environment of the deals.

In addition, Buffett showed great interest in Japanese trade companies, indicating “increasing appetite for international diversification,” said Gonzales.

Since 2019, Berkshire has invested in the Japanese largest “Sogo Shosha”, which has invested across the sectors locally and externally. Buffett wrote in his annual letter: “In a way that is somewhat similar to Berkshire itself,” Buffett wrote in his annual letter: “In a way that is somewhat similar to Berkshire itself,” Buffett wrote in his annual message: “Commercial homes – Ottoshou, Marubini, Mitsubishi, Mitsui, and Sumitomo” in a way that somewhat similar to Berkshire itself, ” Marubini, Mitsubishi, Mitsui, and Sumitomo -“in a somewhat similar way to Berkshire itself.”

While Pavite sits on a pile of money, his viable money may grow more as rumors of a rare sale circuit in Berkshire.

the Wall Street Journal She mentioned that the real estate intermediary was in advanced talks to obtain the services of Hathaway in America.

According to the annual report of Berkshire, at Homeservices 820 brokerage offices and 270 concessions in 2024.

Berkshire Hathaway is no longer wealth Request to comment.

This story was originally shown on Fortune.com

2025-03-15 19:44:00