FX Secret Story: 🟠 Berkshire stopped waiting, Fxsecret. Should you?

The Brief | Aug 15, 2026

3 answers that help you find trades others can’t

You keep waiting for the "perfect time" to buy, Fxsecret. Berkshire's latest filing shows the most patient investor on Earth already stopped.

What are this week’s market risks or opportunities?

For the first time in 14 quarters, Berkshire Hathaway is buying again.

After years of selling more than it bought and sitting on a record cash pile, the first quarter under new CEO Greg Abel flipped the script: $19.8 billion in fresh buying last quarter, more than five times what the company sold.

Where did it go? Mainly into Alphabet and the AI race (a roughly $10 billion stake) and a new basket of homebuilders, funded by trimming tired names like Capital One and Kroger.

But Greg Abel also broke one of Buffett's rules, stepping back into airlines by lifting the Delta stake 44%, a corner of the market Buffett walked away from entirely in 2020.

The most patient investor on Earth has decided the waiting is over.

See what Abel is buying

Which trades should I consider?

Good news: you don't have to comb through a 13F yourself to invest like Berkshire.

Our ProPicks AI Best of Buffett strategy (or shall we call it Best of Abel now?) does it for you, scanning Berkshire's entire reported portfolio and using AI to surface its most compelling names.

Think of this next chapter as Best of Abel: same value philosophy, new steward. Because it rebuilds straight from each quarterly 13F, the strategy rebalances every quarter, and a fresh update lands next month on the back of this week's filing.

Some current holdings already echo Abel's tilt, like Pool Corp on housing and HEICO on aviation.

Watch whether recently trimmed names such as Nucor and Kroger survive the cut when the next rebalance comes on September 1.

See the ‘Best of Abel’ picks

Should I consider this trade?

Of Abel's housing bets, Lennar (LEN) is the one our models like best.

America's second largest homebuilder is a direct play on a simple imbalance: the U.S. is millions of homes short, and rate cuts would send buyers rushing back.

Berkshire clearly sees a durable, cash generative franchise, and our numbers back the timing:

Fair Value: Undervalued. Fair Price $102.64, +18.21% upside
Financial Health: Fair
Technical read: Buy

A quality builder trading below what it's worth, with the most famous value investor on Earth now buying alongside you.

See other undervalued stocks here

Data correct to 14.08.2026.

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