Halls of Shrewd'm / US Policy❤
No. of Recommendations: 2
No. of Recommendations: 5
No. of Recommendations: 3
Homebuilding and steel production. Interesting. Lumber from Canada is a huge source of supply to the homebuilding market, and mortgage rates are higher than they've been in the past. But as Buffett has said, the real driver of demand for homebuilding is household creation, and people keep getting hitched and having kids.
No. of Recommendations: 2
New UNH $1.57B
This is through June 30, 2025. In July and early August, UNH dropped further into the 200s and it is quite possible that the position grew some more in the first half of Q3.
Sold 6.7% of AAPL
Sad timing. The 20,000,000 shares sold in Q2 were likely at prices between 195 and 205 or thereabouts. Subsequently, by the middle of Q3 (now), those shares rose to 220-230. Oh well. They're probably selling some more Apple into the recent strength.
No. of Recommendations: 1
The realized gain on AAPL is brain-blowing. With what’s left of my brain, I think of this to be $100 Billion. Anyone have a more precise number?
No. of Recommendations: 0
Gain since 1983 is 100,778%
Larry
