This chart highlights Warren Buffett’s portfolio BERKSHIRE HATHAWAY INC moves — positions initiated within the past three years. Fresh buys like UnitedHealth, Nucor, D.R. Horton, Lamar Advertising, and Allegion (all at 0.25 years) show his newest bets, while mid‑term holdings such as Domino’s, Pool, and HEICO reflect selective exposure to consumer and industrial names. Near the three‑year mark, Louisiana‑Pacific (2.7 years) and Jefferies Financial Group (2.7 years) stand out as conviction plays he’s held onto longer.
I know very little about economics. These assessments always make a lot of sense to me but what is it that usually triggers a correction?
Corrections happen because the market thinks assets are over-priced.