What Warren Buffett Isn’t Telling You About His Stock Trades

Warren Buffet looks more like a stock trader lately than a value investor! He practically sold out of two stocks Berkshire Hathaway bought in the last 2 months! What is going on here? Warren Buffett is unloading stocks and piling up cash, to the tune of a jaw-dropping $341 billion—mostly sitting in T-bills. A lot of investors are getting concerned that Buffett is predicting a crash or worse by increasing his cash positions... And his latest buys and sells caught us off guard! Which caused us to do some digging in his portfolio to find out what he knows that the rest of us don't know! Paul Gabrail will share what No One Is Telling You About Warren Buffett's Stock Portfolio!

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The 18 Stocks that Paul Gabrail owns:

The 33 Stocks that Paul Gabrail plans to buy:
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[brickPalmerm-kier]

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[SebaTarth]

He said very clearly that he was profit taking on behalf of shareholders because he expected higher tax rates due to the US debt.

[odoacredacalcutta]

imho Buffet isn't really expecting a crash. As he said many times, he simply doesn't see great opportunity to invest so he stays liquid. I personally think there are opportunities to invest but not in the USA and as he said many times he doesn't like buying outside of the US

[jayk]

He did this during the Pandemic too. He sold all his airlines back then and sold some of his banks. He was sitting on a massive cash pile, but he didn't really do much with it. He did eventually make some investments in the Permian Basin oil fields... something to do with Occidental Petroleum Corp? Everyone though oil would eventually go much higher but that doesn't seem to be happening.

[TheBooban]

"The trick in investing is just to sit there and watch pitch after pitch go by and wait for the one right in your sweet spot. And if people are yelling, ‘Swing, you bum!, ’ ignore them" - WB

Buffet is currently ignoring them. There is nothing for him to buy.

Problem is, this has been going on for a while now. He doesn't understand tech and this market is simply outside his zone, or area of expertise.

Apple wasn't really an investment. It was just big enough for him to safely park his money there. I think it has grown too big and now he was to divide it up somewhere else.

[Ellenkay-reqg]

Buffett says to not do what he does but it's hard not to notice :D

[merhawitesfai]

Where do you find Buffett stocks? When he buy and sell?

[Nemi]

5:20 No. This stock went away and was merged with SIRI, so they got SIRI shares from those tracking stocks. They didn’t liquidate.

[Ants_of_the_sky]

Selling nu holdings imo is a stupid move. That company is so well executed and has so much growth potential. It’s one I would love to own at some point

[pavelfreedom]

How do we reconcile this with the Great Melt-Up?

[MrBlauerPanter]

Thank you for the thorough and understandable analysis.There are so many questions about Buffett‘s investment activities. One thing which I don‘t understand is, why he doesn‘t touch his KHC position. That has had of the worst returns (if not the worst).

[leopoldpierre]

Great video...I doubt warren buffet is the one making those moves and last quarter pool corp got crush n was like $295 a shares....

[bdek]

You can throw any precedence out the door moving forward as it relates to equities! Period. Debt! It has changed everything.

[goforitsystems]

Definitely stocks are overvalued and there should be correction or crash otherwise it is not healthy. But can it get more overvalued before correction hits markets, I do not know. So After few months buying medium term puts of fugazi stocks make sense as well as taking profits or selling calls heavily

[paulking]

Profit taking, he still holds far more than he sold.
All the billionaires have taken profit.
But why not sit on loads of cash just in case of a massive crash.
We should all do the same.

[richardandgloriasullivan]

I have never been so excited for the next Omaha conference! So many things we want to hear from Warren!

[MafiosoARM]

Thanks, love the videos with deep dive info.

[giovannigrilli]

It’s because of geopolitics risk right now with Tawain the Apple sold out

[CodieSanchez-dx]

It seems certain stocks are undervalued, flying under the radar despite their potential. You can't help but wonder when the market will recognize their true worth. How can I invest $600K wisely to ensure our future security?

[JonHassellProphecy]

I gotta say I like the Dominos position, there profit margin is good, and cash flow per share is amazing, i hate Dominos, but somebody like it, also I been looking at SMCI, holy cow this is the chance to get in AI, lotta FUD out there on it