Warren Buffett Is Making Big Buys Again

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 15 August 2025

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Warren Buffett bought $1.6 billion of United Health stock in Q2, inflation may be ticking higher after all, and play “Ohh, No! or Let’s Go!!” Travis Hoium, Lou Whiteman, and Rick Munarriz discuss: - Inflation is a boogeyman again - UFC gets a $7.7 billion deal with Paramount - Buffett makes a big buy - Stocks on our radar Companies discussed: Lululemon (LULU), TKO Group (TKO), Rigetti Computing (RGTI), Eli Lilly (LLY), Reddit (RDDT), Celsius (CELH), Crocs (CROX), Alphabet (GOOG), NVIDIA (NVDA), United Health (UNH) Host: Travis Hoium Guests: Lou Whiteman, Rick Munarriz Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Warren Buffett is making big buys again.
0:07.0	Molly Fool Money starts now. Everybody needs money. That's why they call it money.
0:29.3	The best things in life are free, but you can give them to the pros and bees.
0:36.1	From Fool Global Headquarters, this is Motley Fool Money.
0:40.4	I'm Travis Hoyam, joined by Lou Whiteman and our Disney expert for today, Rick Muniarez.
0:46.3	United Health stock is up 10% this morning after Warren Buffett and some notable hedge fund managers disclosed positions.
0:52.4	Paramount is private again, but making big deals in the
0:55.7	content game. But first, we do have to talk about inflation. Inflation has been the boogeyman
1:01.7	from the market for months. Tariffs were supposed to lead to higher costs, which haven't materialized
1:06.2	yet. But that boogeyman did peak its head out this week Thursday,
1:19.1	PPI or the producer price index increased 3.3% versus a year ago as food, energy, and machinery costs went up.
1:21.8	Lou, I want to start with you.
1:22.9	Is this a blip or is this actually something to worry about as we think about inflation for the rest of the year?
1:29.3	So this is, I'm continuing with my boiling frog economy sort of thought here.
1:34.3	We want inflation to be a light switch, right?
1:36.3	We want it to match the headlines, what we see on TV.
1:39.3	It's just inflation here or inflation not.
1:41.3	But in reality, it's a slow creep.
1:43.3	And taken together, we had the CPI, too,
1:45.8	which didn't show any real uptick, but PPI did. So consumers aren't seeing it, but producers are.
1:52.8	It suggests that there is this slow creep higher of expense. And it may be the consumer hasn't felt it
1:59.6	yet, but I think it's still really an open question of whether or not they will.
	...

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