Warren Buffett stocked up on cash when he saw the sale coming, analysts said, “Patient is more than virtue, it’s a weapon” as the market waits for his next move.

• After Warren Buffett Sitting in a $334 billion cash pile that sold $134 billion in stock in 2024, an analyst said he saw “Omaha’s Oracle” come with current sales. While it’s unlikely that Buffett will make a big move during the current market turmoil, some believe he will look international or close out his insurance business.

Among the stock market sales, Berkshire Hathaway Analysts say CEO Warren Buffett’s recent capital movement suggests he was preparing it.

After falling over 10% since the last peak, Nasdaq It stays in the correction area. The S&P 500 also received an amendment, but Friday’s rally fell below 10% from an all-time high.

This has been highlighted as Berkshire’s recent cash storage as being particularly visionary. When asked if Buffett saw a sell-off, Armando Gonzalez, founder of AI-powered research platform Bigdata.com, said the evidence suggested he did.

“Buffett’s actions over the past year have been an example of a textbook for positioning turbulent flows,” he said in an emailed response to questions from. luck.

Berkshire sold $134 billion in shares in 2024, ending the year with a $334.2 billion cash pile.

Gonzalez also noted that Buffett’s recent comments have been plagued with caution, highlighting inflation concerns and geopolitical uncertainty. For example, he I warned President Donald Trump’s tariffs will raise prices.

“History shows that when Buffett becomes a net seller, he often expects a period of sub-par performance in the market,” Gonzalez said. “And once more, it appears that Omaha’s oracle was ahead of the curve.”

It raises doubt as the stocks are far enough out of highs. Will Buffett, a famous value-sensitive man, start rolling out his cash with some big purchases?

surely, Berkshire made some medium share purchases. But with a preference for bargains, Buffett has historically been trying to invest heavily in businesses when valuations are low. For example, during the peak of the 2008 financial crisis, Buffett deployed $3 billion General Electric The stock price was in a hurry.

In his latest letter to Berkshire shareholders, Buffett reiterated his long-standing view that he was highly rated.

Gonzalez said he noticed that Buffett could potentially start buying, but that only if a true bargain emerges, his track record shows that he is in a hurry, even when the market falls.

“He’s not interested in the timing of the market bottom and doesn’t chase short-term rebounds,” he said. “Instead, he waits for the moment when fear drives prices to a level where the reward equation decisively tilts in his favor.”

If Buffett ultimately has to choose to make a massive purchase, Gonzalez expects the next move to be used at Mess Lupel rather than a “large market splash.”

“In Buffett’s world, perseverance is more than a virtue, it is a weapon,” he added.

It is unclear whether Buffett will proceed with trading while selling on the current market to Cathy Seifert from CFRA Research. luck She wouldn’t be surprised if Berkshire concluded her insurance holdings.

She added that the valuation is not yet cheap, but that cash Buffett’s parking in financial debt has brought him a good return, changing the competitive landscape of the transaction.

Furthermore, Buffett has shown a strong interest in Japanese trading companies, suggesting “a growing desire for international diversification,” Gonzalez said.

Since 2019, Berkshire has invested in five largest “Sogo Shosha” that invests across the domestic and international sectors. Trading House –Itochu, Marubeni, Mitsubishi, Mitsuiand Sumitomo– “In a somewhat similar way to the Berkshire itself,” Buffett wrote in his annual letter.

While Buffett sits in his cash pile, his unfoldable funds may grow even further as rumors of a rare Berkshire sales circle.

Wall Street Journal Reported on the real estate brokerage company compass It was subject to advanced consultations to acquire Berkshire Hathaway’s Home Services of America.

According to Berkshire’s annual report, Homeservices has 820 brokerage companies and 270 franchisees in 2024.

Berkshire Hathaway never returned Fortune Request a comment.

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