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Lennar LEN homes illustrate Berkshire's $212M stock purchase near $77, 0.85x book value and a contrarian bet on the U.S. housing cycle.

🏠 Lennar (LEN): Berkshire's $212M Buy Meets a Brutal Housing Market 🛠️📉

Berkshire Hathaway just added roughly $212 million of Lennar near $77 after a difficult Q3 sent investors running from the homebuilder. With LEN trading around 0.85x book value, record 116-day construction cycle times and 9.5% short float—but falling orders, compressed margins and punishing mortgage rates—is Berkshire buying into the housing cycle too early, or exactly when a patient value investor should?

 

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Illustration of a hedge fund manager styled as a magician pulling stocks from a hat while the ground beneath cracks, symbolizing Pershing Square USA’s IPO drop and the tension between investor hype and market reality.

🎩 Pershing Square USA (PSUS): IPO Drop, Insider Skill & the Ackman Question

Bill Ackman’s Pershing Square USA (PSUS) IPO promised Berkshire-style investing for the digital age—but the market responded with an 18% drop on day one. Is this a rare opportunity to buy elite hedge fund skill at a discount, or a structural trap hiding behind influence?

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