Berkshire’s Buffett Premium, Bullish on Builders, and the Earnings Trade 7/23/25

  • Af
  • Episode
      1514
  • Published
      23. jul. 2025
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Episode
1514 of 1525
Længde
44M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

Should the Buffett premium in Berkshire be there anymore? One long-time shareholder says no, while UBS’ senior insurance analyst says it was never there to begin with. High prices and elevated rats weighing on housing, but the builders are a buy. Plus, the trade on Chipotle, Alphabet, and IBM ahead of their after the bell reports.


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