10 Stocks Warren Buffett and Insiders Are Crazy About

Published on March 6, 2024 at 7:37 am by Fahad Saleem in Hedge Funds, News

In this article, we will take a detailed look at the 10 Stocks Warren Buffett and Insiders Are Crazy About. For a quick overview of such stocks, read our article 5 Stocks Warren Buffett and Insiders Are Crazy About.

Bullish calls on the stock market are growing louder by the day as more and more analysts believe the stock market rally that started on the back of mega-cap tech stocks is sustainable and the US economy might not see the much-dreaded recession after all. Wedbush analysts led by Dan Ives recently said in a note that the tech rally fueled by the AI revolution can keep going. Wedbush analysts in a note called the current AI wave a “transformational tech trend” that they have “not seen since the start of the internet in the mid-90s.”

Wedbush analysts also believe the AI revolution would create more opportunities for software companies down the road and could lead to a massive $1 trillion in spending over the next decade.

2024: “An Abnormally Normal Year”?

Dynasty Financial’s Ron Insana recently said while talking to CNBC that the market would remain calm and stable in 2024. Insana believes the market overreacted to the latest inflation report and PPI was not as bad as it looks. He thinks that making assumptions based on a single month’s inflation data would be a wrong approach as he believes inflation will continue to decline for the rest of the year. He also thinks the Fed will begin cutting rates starting the middle of 2024. He thinks 2024 would be an “abnormally normal” year barring any “external shocks” which he is not expecting.

Given this bullish outlook, it would be important to see which stocks masters of the money game have been buying heading into 2024.

Methodology

For this article we first scanned Warren Buffett’s Q4’2023 portfolio and picked stocks that have seen a significant insider buying activity since mid-2023 through March 6, 2024. We picked only those stocks that were bought by directors, officers and executives. These are the stocks in which Warren Buffett has significant stakes and they also saw strong insider buying activity. Some of the top names in the list include Bank of America Corp (NYSE:BAC), Mastercard Inc (NYSE:MA) and Snowflake Inc (NYSE:SNOW). With each stock we have mentioned Buffett’s stake as of the end of 2023. Why do we pay attention to what hedge funds are buying? Hedge funds’ top 10 consensus stock picks outperformed the S&P 500 Index by more than 140 percentage points over the last 10 years (see the details here).

10. Liberty Latin America Ltd Class A (NASDAQ:LILA)

Warren Buffett’s Stake: $9,424,707

Liberty Latin America Ltd Class A (NASDAQ:LILA) ranks 10th in our list of the stocks Warren Buffett and insiders are crazy about. Liberty Latin America Ltd Class A (NASDAQ:LILA) CEO Balan Nair bought 16,313 shares of Liberty Latin America Ltd Class A (NASDAQ:LILA) at $6.14 per share on February 26, when the stock was trading at around $6.13. As of March 6 the stock was trading at around $6.28. This means since Liberty Latin America Ltd Class A’s (NASDAQ:LILA) CEO bought the company shares the stock has gained about 2.45%.

Warren Buffett’s Berkshire Hathaway owns a $19.2 million stake in the telecom company Liberty Latin America Ltd Class A (NASDAQ:LILA). Over the past one year the stock has lost about 30% in value.

Last month, during its latest earnings call, the company talked about guidance and gave key business updates:

“Additionally, we remain focused on volume growth and improving our pricing effectiveness through utilization of AI tools and capabilities, which should underpin our top line expansion in 2024. Importantly, we are near the finish line in Puerto Rico and are looking forward to inflecting the business in H2 and driving improved financial performance on the back of cross sell activities, more compelling CVPs and cost rationalization, including the elimination of the AT&T TSA expenditures. As Balan said, Puerto Rico is a tale of two halves. We will get through the migration and the team is poised to launch strong commercial plans in the second half. Inorganically, we had two key announcements in 2023 – our tower modernization, which unlocks capital and enhances flexibility across the group, and the DISH transaction which upon expected close in 2024 should further strengthen our Puerto Rico business and help us further accelerate our mobile growth.

In terms of capital deployment, we continue to shrink our equity in 2023 and reduce the outstanding principal on our LLA convertible bond. We expect to see more of that in 2024, including the repayment of the remaining outstanding balance of the convertible bond this summer. Wrapping up, we delivered 2023 growth in terms of adjusted OIBDA and adjusted FCF before partner distributions, which is a solid result when viewed across the industry and the overall business climate across the region.”

Read the full earnings call transcript here.

9. Lennar Corp (NYSE:LEN)

Warren Buffett’s Stake: $20,452,277

Amy Banse, a director at Lennar Corp (NYSE:LEN), started amassing Lennar shares in June 2023 and continued her buying spree until October 2023. In her latest transaction, on October 13, she bought 920 shares of Lennar Corp (NYSE:LEN) at $108.71 per share. Since then, the stock has gained about 45.94% through March 6, 2024.

Warren Buffett also loves the home construction company. Berkshire Hathaway owns a $20.5 million stake in Lennar Corp (NYSE:LEN) as of the end of 2023. Warren Buffett started buying shares in Lennar Corp (NYSE:LEN) in the second quarter of 2023.

As of the end of the fourth quarter of 2023, 65 hedge funds out of the 933 funds tracked by Insider Monkey had stakes in Lennar Corp (NYSE:LEN).

8. Sirius XM Holdings Inc (NASDAQ:SIRI)

Warren Buffett’s Stake: $220,129,527

Jennifer C. Witz, the CEO of Sirius XM Holdings Inc (NASDAQ:SIRI), snapped up 250,000 shares of the media and radio company in August 2023 at $4.11 per share. Since then the stock has gained about 1.7%

As of the end of 2023, Warren Buffett’s Berkshire Hathaway owns a $220 million stake in Sirius XM Holdings Inc (NASDAQ:SIRI). Over the past one year Sirius XM Holdings Inc (NASDAQ:SIRI) shares have lost about 3% in value.

Like Sirius, Warren Buffett is also long Bank of America Corp (NYSE:BAC), Mastercard Inc (NYSE:MA) and Snowflake Inc (NYSE:SNOW).

7. Paramount Global Class B (NASDAQ:PARA)

Warren Buffett’s Stake: $936,539,643

Shari Redstone, the daughter of media magnate Sumner Redstone, is the non-executive chairwoman of Paramount Global Class B (NASDAQ:PARA). She bought 165,000 shares of Paramount Global Class B (NASDAQ:PARA) in May 2023 at $15.06 per share. At that time the stock was trading at around $14.95, while as of March 6 the stock price was $10.21. This shows that during this time the stock fell about 46%.

Warren Buffett decreased his stake in Paramount Global Class B (NASDAQ:PARA) by 33% in the fourth quarter of 2023, ending the period with a $937 million stake in Paramount Global Class B (NASDAQ:PARA).

6. Aon PLC (NYSE:AON)

Warren Buffett’s Stake: $1,193,182,000

Management consulting firm Aon PLC (NYSE:AON) ranks sixth in our list of the stocks Warren Buffett and insiders love. On February 7 Lester B. Knight, a board member at Aon PLC (NYSE:AON), bought 25,000 shares of Aon PLC (NYSE:AON) at $301.97 per share. Over the past one month the stock has gained about 4.8%.

As of the end of the fourth quarter of 2023, Warren Buffett’s Berkshire owns a $1.2 billion stake in Aon PLC (NYSE:AON). In addition to AON, Warren Buffett also loves Bank of America Corp (NYSE:BAC), Mastercard Inc (NYSE:MA) and Snowflake Inc (NYSE:SNOW).

Aon talked about guidance and future plans in its latest earnings call:

“Looking forward, we expect to deliver margin expansion in 2024 and over the long-term, as we continue our track-record of cost discipline and managing investments in long-term growth on ROIC basis. We expect restructuring savings will fall to the bottom-line and contribute to full-year adjusted operating margin expansion. Restructuring actions completed in 2023 are expected to generate $70 million of run-rate savings in 2024. At this time, we continue to expect a $100 million of run-rate savings in 2024 as we continue to execute against our plans at Aon Business Services and our business. As we’ve previously communicated, we conservatively modeled the expected acquisition of NFP to close mid-year 2025.

While the combined adjusted operating margin will initially be lower than Aon standalone, we expect over time to continue to improve Aon’s overall margins through operational improvement and the impacts from previously communicated cost synergies. Turning to EPS. Adjusted EPS was flat in Q4. Operating income grew 10%, but was offset by a headwind from a higher tax-rate in the quarter and non-operating expense. For the full-year, organic revenue growth and margin expansion translated into adjusted EPS growth of 6%, overcoming a headwind from non-operating expense. I’d note, the change in other non-operating expense had a $0.15 per share or 4% unfavorable impact in Q4 and a $0.98 per share or 7% unfavorable impact for the full-year.”

Read the full earnings call guidance here.

Polen Global Growth Strategy stated the following regarding Aon plc (NYSE:AON) in its fourth quarter 2023 investor letter:

“AON PLC’s (NYSE:AON) stock price underperformed this past quarter following the announcement of the company’s acquisition of NFP, a middle market insurance broker, for $13 billion. Though the deal complements Aon’s current business, it is expected to be dilutive to earnings in the near term, prompting a sell-off in the shares. We will continue to assess the merits of the NFP transaction, but it does not currently change our long-term view of Aon, which we view as a steady, durable, low-teens earnings compounder.”

Click to continue reading and see 5 Stocks Warren Buffett and Insiders Are Crazy About.

Suggested Articles:

Disclosure. None. 10 Stocks Warren Buffett and Insiders Are Crazy About was initially published on Insider Monkey.

NYSE:LEN NYSE:AON Headline NASDAQ:LILA NASDAQ:PARA Show more...

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Published on June 23, 2025 at by Inan Dogan, PhD

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

The AI infrastructure supercycle
The onshoring boom driven by Trump-era tariffs
A surge in U.S. LNG exports
And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Here’s why this is a deal you can’t afford to pass up:

Access to our Detailed Report on our AI, Tariffs, and Nuclear Energy Stock with 100+% potential upside within 12 to 24 months
BONUS REPORT on our #1 AI-Robotics Stock with 10000% upside potential: Our in-depth report dives deep into our #1 AI/robotics stock’s groundbreaking technology and massive growth potential.
One New Issue of Our Premium Readership Newsletter: You will also receive one new issue per month and at least one new stock pick per month from our monthly newsletter’s portfolio over the next 12 months. These stocks are handpicked by our research director, Dr. Inan Dogan.
One free upcoming issue of our 70+ page Quarterly Newsletter: A value of $149
Bonus Content: Premium access to members-only fund manager video interviews
Ad-Free Browsing: Enjoy a month of investment research free from distracting banner and pop-up ads, allowing you to focus on uncovering the next big opportunity.
Lifetime Price Guarantee: Your renewal rate will always remain the same as long as your subscription is active.
30-Day Money-Back Guarantee: If you’re not absolutely satisfied with our service, we’ll provide a full refund within 30 days, no questions asked.

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

Subscribe Now!

No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!

Insider Monkey Ads

A New Dawn is Coming to U.S. Stocks

Published on June 13, 2025 at by Insider Monkey Staff

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…

Insider Monkey Ads

Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Log In

Sign Up

10 Stocks Warren Buffett and Insiders Are Crazy About

Published on March 6, 2024 at 7:37 am by Fahad Saleem in Hedge Funds, News

2024: “An Abnormally Normal Year”?

10. Liberty Latin America Ltd Class A (NASDAQ:LILA)

9. Lennar Corp (NYSE:LEN)

8. Sirius XM Holdings Inc (NASDAQ:SIRI)

7. Paramount Global Class B (NASDAQ:PARA)

6. Aon PLC (NYSE:AON)

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Published on June 23, 2025 at by Inan Dogan, PhD

Here’s why this is a deal you can’t afford to pass up:

A New Dawn is Coming to U.S. Stocks

Published on June 13, 2025 at by Insider Monkey Staff

Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Premium

Log In

Sign Up

10 Stocks Warren Buffett and Insiders Are Crazy About

Published on March 6, 2024 at 7:37 am by Fahad Saleem in Hedge Funds, News

Share

2024: “An Abnormally Normal Year”?

10. Liberty Latin America Ltd Class A (NASDAQ:LILA)

9. Lennar Corp (NYSE:LEN)

8. Sirius XM Holdings Inc (NASDAQ:SIRI)

7. Paramount Global Class B (NASDAQ:PARA)

6. Aon PLC (NYSE:AON)

Share

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Published on June 23, 2025 at by Inan Dogan, PhD

Here’s why this is a deal you can’t afford to pass up:

A New Dawn is Coming to U.S. Stocks

Published on June 13, 2025 at by Insider Monkey Staff