Jon Quast
speaker
8,197 appearances
81 recordings
2 series
first heard Oct 2025
last heard 21 Sep
Jon Quast’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.
Appearances
I think that's the total enterprise value of the deal.
This is actually the largest deal that Berkshire has made since it bought Oxy Chemical last year for $9.7 billion.
Now, I mean, $8.5 billion in relation to how much cash Berkshire has, it's almost a rounding error.
But relatively speaking, this is a huge deal and one of the bigger ones from Berkshire in a while.
And so I think it's really interesting because many investors out there are selling shares of homebuilders these days.
Yeah, I think that Berkshire Hathaway, I think this is fair to say, is anything but a momentum trader, right?
If Berkshire was going with momentum, it might be buying a CPU stock right now, but definitely the homebuilders are down, it's looking for value, and it's taking that contrarian bet here.
Warren Buffett, of course, he's no longer in charge of the decision making.
But Warren Buffett once said, we are willing to look foolish as long as we don't feel we have acted foolishly.
And I think that's an interesting thing here.
Many investors look to Berkshire Hathaway.
What is it doing?
Berkshire Hathaway might look foolish for a little while here.
But do you think that it's acted foolishly in acquiring a home builder, Rachel?
And so I think I hear Matt saying maybe some good bargains out there in the home builder category.
Just make sure you're taking that long-term view and not get dissatisfied with short-term results.
After the break, we're going to talk about the rise of passive investing.
You're listening to Motley Fool Hidden Gems Investing.
Welcome back to Motley Fool Hidden Gems Investing.
One quick note, we wanna make you part of the conversation.
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