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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: ValueOrGoHome   😊 😞
Number: of 16624 
Subject: Re: 13-F out 2Q
Date: 08/14/2025 5:26 PM
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No. of Recommendations: 3
Homebuilding and steel production. Interesting. Lumber from Canada is a huge source of supply to the homebuilding market, and mortgage rates are higher than they've been in the past. But as Buffett has said, the real driver of demand for homebuilding is household creation, and people keep getting hitched and having kids.
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