Warren Buffett Is Lining up a Big Swing — and You Can Join Him

After adding nearly $19 billion in net wealth last year, Warren Buffett has overtaken Bill Gates on the Bloomberg Billionaires Index.

Yet another reminder of why he’s so revered in the investing community and why he’s always worth keeping an eye on.

Just for example, we popped in on the Oracle of Omaha last November after he made some eyebrow-raising moves.

At the time, Buffett was selling out of longtime positions like Bank of America and Apple.

Buffett’s stake in BofA was more than a decade old, dating back to the financial crisis. Berkshire Hathaway poured $5 billion into the stock, which at the time was down 90% from its peak to less than $6 per share.

On top of that, Berkshire sold more than $80 billion of Apple stock in the first half of 2024, parting ways with 505 million shares. 

Now, with the entire year behind us, we can see this was no short-term fluke. 

Buffett’s firm sold a net $134 billion worth of stock last year. At the same time, Berkshire spent less than $3 billion on share buybacks, halting repurchases entirely in the second half of the year.

Now, if Warren Buffett isn’t even buying stock in his own company, what does that tell you?

I’d say he clearly didn’t like the valuation — not just of Berkshire Hathaway (which is up more than 200% since 2020), but of the entire market. 

He even said as much in a letter to shareholders that lamented the lack of viable value buys on the market.

"It's just, things aren't attractive and there are certain ways that can change,” Buffett said. “We'll see whether they do."

It’s obvious now that Buffett saw clearly the pitfalls lying ahead — including inflation, consumer strain, and Donald Trump’s destructive economic policies.

He bailed on a market that’s tumbled more than 4% since the start of the year and more than 8% in the past month.

And not only that, but he accrued a massive pile of cash Treasury bills and other liquid assets totaling $334 billion.

The question now is what he'll do with it.

Certainly, a recession, a financial crisis, or even just a bear market would be some of the harbingers of change in valuations that Buffett alluded to.

It’s opportunities like that — the proverbial “blood in the streets” — that we’ve seen him attack before.

Indeed, he followed this same, exact playbook before the dot-com crash of 2000, the Great Recession of 2008, and the 2020 COVID crash — each time earning millions.

Each time, Buffett strategically amassed record cash positions BEFORE market crashes and then strategically deployed that cash into attractively priced stocks immediately after.

For instance, in addition to buying into Bank of America in 2011, Buffett poured $3 billion into General Electric at the peak of the financial crisis in 2008. That bet also paid off handsomely, as GE stock has surged from less than $100 back then to more than $200 today.

So if Warren Buffett was selling when everyone else was still buying, what’s he looking to buy now that so much of the market is selling off?

Well, that’s what my friend and colleague Keith Kohl is here to tell you…

Keith just released a comprehensive report detailing five stocks that Warren Buffett is apparently eyeing.

You can find out for yourself right here. (There’s even a freebie stock pick right upfront.)