Tag: warren buffett

Guess Who’s Buying Lamar Stock?

Warren Buffett likes Lamar. Buffett’s company Berkshire Hathaway disclosed that it has taken a $142 million position in Lamar stock based on the August 2025 13F filing.  CNBC has picked up the story as well. This isn’t the first Buffett to invest in out of home.  Warren Buffett’s grandnephew Alex […]

The Case for Out of Home Stocks

“Be fearful when others are greedy and greedy when others are fearful.” –  Warren Buffett Public out of home stocks have rallied this week but are down dramatically year-to-date.  Here’s the data. Looks to Insider like the market has priced a 20% revenue decline and a 30-40% cashflow decline into […]