The Joseph Carlson Show Super Investors Are Buying These Compounding Machines
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Aug 18, 2025 Super Investors reveal their secrets! The strategies of legends like Warren Buffett and Bill Ackman take center stage, with a focus on major stocks like UnitedHealth Group and Amazon. Insights into undervalued assets during downturns spark a debate on the insurance sector’s viability. Listeners will learn how shifting market conditions impact investment choices and why adaptability is key. With anecdotes from notable investors, this discussion is both enlightening and entertaining for savvy investors.
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Berkshire's Public Portfolio Is A Slice
- Berkshire's public equity sleeve is much smaller than headlines imply, it's only a portion of a quarter-trillion portfolio.
- Reported percentages (e.g., 22% in Apple) refer to that public slice, not Berkshire's total value.
Buffett Rotated From Apple To UnitedHealth
- Berkshire trimmed Apple and bought UnitedHealth, reflecting rotation from a mega winner into a discounted healthcare insurance play.
- Buffett's team favored UNH as a value-oriented insurance opportunity that fits Berkshire's expertise.
Buy Quality Companies After Temporary Mispricing
- Consider buying into companies whose poor recent results are driven by temporary mispricing or execution mistakes.
- Expect recovery to be a multi-year, lagging process as pricing and utilization normalize.