Berkshire just paid USD 6.8 billion in cash for Taylor Morrison at $72.50 per share. I look at this the way I look at any Buffett acquisition: the man doesn't do deals unless he sees multi-year value that the market is underpricing. US housing supply hasn't kept pace with demand for over a decade. With a homebuilder in the portfolio now, Berkshire is positioning for that gap to narrow — not in 12 months, but over the next 10 years. This isn't a rate-cut trade. It's a structural bet.
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