August 15, 2025
In his latest Street Sense column for MarketWatch R360 Managing Partner Charlie Garcia reflects on the beauty of being “wrong the right way.”
While he predicted Berkshire Hathaway’s mystery investment would be Caterpillar, Buffett instead spread nearly $5 billion across UnitedHealth, Lennar, Nucor, and others — all inevitabilities tied to aging, housing shortages, and American industry.Charlie’s takeaway?
Great investing isn’t about chasing possibilities — it’s about betting on what must happen.
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