Berkshire Hathaway Signals Opportunity In U.S. Mortgage Stocks
Berkshire Hathaway increased its stake in Lennar to 11.2%, highlighting U.S. housing opportunities. Three mortgage finance stocks—TPG Mortgage Investment Trust (US$182M market value, US$90M annual income), Redwood Trust (US$458M market value, US$141M annual income), and Angel Oak Mortgage REIT (US$169M market value, US$36M annual revenue)—are analyzed for their exposure to mortgage trends.

