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Mmastodon BusinessBusiness first seen 17 h ago, last 17 h ago, peak #6

Berkshire Bought Lennar Shares After Stock Cut, Sparking Debate

Original: 🎬 Coming soon to CycleStack Is $LEN a Buy? (Oct '26) Berkshire Bought 9 of 10 Days After Lennar's Cut — Is the Thesis St

Warren Buffett's Berkshire Hathaway bought Lennar shares on nine of ten trading days following a cut in the homebuilder's stock, prompting debate over whether the bull thesis still holds. An upcoming market analysis scheduled for October 9 will examine whether Lennar is a buy heading into late 2026.

Why now: Berkshire's aggressive buying of a beaten-down homebuilder raises questions about the value case for Lennar right now.

LennarBerkshire HathawayCycleStack

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