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Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency

Focused Compounding

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Resilience of Home Builders and Housing Market

This chapter discusses the resilience of home builders in the face of increasing interest rates and mortgage rates, the lack of housing supply, and the affordability issue in the housing market. It also mentions someone at Berkshire Hathaway purchasing stocks in home building companies.

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