Latest / Felix Nikolas Prehn's Podcast / Felix Prehn - Why Michael Burry & Warren Buffet Just Bought These 2 Stocks + Stock Market News 15 August 2025

Transcript

Felix Prehn - Why Michael Burry & Warren Buffet Just Bought These 2 Stocks + Stock Market News 15 August 2025 · Felix Nikolas Prehn's Podcast

• 0:00
  Speaker 1: Winston just told me that Warren Buffett has just bought the stock we were talking about just yesterday UnitedHealth and he isn't alone.
• 0:08
  Speaker 1: I want to walk you through it because this matters.
• 0:11
  Speaker 1: I also want to walk you through the other stocks that the major investors out there have been buying and the ones we might want to buy too.
• 0:19
  Speaker 1: So stick around.
• 0:21
  Speaker 1: Here is Warren Buffett Over 5 million shares bought just at the level that we were looking at.
• 0:27
  Speaker 1: And before we get into that, a lot of you guys are worried about the inflation numbers.
• 0:32
  Speaker 1: Yesterday.
• 0:33
  Speaker 1: Apparently, they were terrible and rate cuts are off the table, that kind of thing.
• 0:36
  Speaker 1: I want to just give you a 30 second explanation to look at the data under the data, so you actually understand this better than the Muppets on CNBC.
• 0:45
  Speaker 1: No offense there.
• 0:46
  Speaker 1: So the headline rate of inflation was a little higher than expected.
• 0:51
  Speaker 1: But if you actually look at what's really driving this, well, it's mostly food, and you might think, yeah, but I care about food.
• 0:59
  Speaker 1: I have to eat food, it's true, but food inflation is just insanely volatile.
• 1:06
  Speaker 1: The last two months we had 0.1 and 0%.
• 1:09
  Speaker 1: The two months before that it fell 0.9 and minus 2.2%, and in February it went up 1.6%, even more than it did just now.
• 1:17
  Speaker 1: So this is just like random ass numbers that go up and down, like last November we had 2.1% food inflation.
• 1:24
  Speaker 1: Did anybody panic?
• 1:26
  Speaker 1: No, because the month before it fell.
• 1:27
  Speaker 1: So if you strip out the food and energy, which are just really really volatile things that just randomly go up and down, like energy fell 3.9% in March.
• 1:40
  Speaker 1: Just now went up 0.9%.
• 1:41
  Speaker 1: So not really.
• 1:41
  Speaker 1: You know it's a relatively modest move.
• 1:42
  Speaker 1: So not really.
• 1:43
  Speaker 1: You know it's a relatively modest move.
• 1:44
  Speaker 1: Then you take that out, you actually get 0.4% inflation, which would account for the tariff impact.
• 1:51
  Speaker 1: Now, given that we usually get about 0.3% inflation, this isn't really a pretty big deal, is it?
• 1:58
  Speaker 1: No, it's not.
• 1:59
  Speaker 1: It's just like media having not much of a story, jumping over themselves to put out something that might get them some clicks.
• 2:06
  Speaker 1: That's literally all it is.
• 2:07
  Speaker 1: And the market always look at the market, wall Street, the people with all the money are saying that there is a 90% chance of a rate cut in September.
• 2:20
  Speaker 1: So the market has not really discounted this.
• 2:25
  Speaker 1: The market does not really care about this PPI number.
• 2:29
  Speaker 1: It's just one of many numbers, isn't particularly relevant.
• 2:32
  Speaker 1: So no, the market isn't going to collapse.
• 2:34
  Speaker 1: In my humble opinion.
• 2:35
  Speaker 1: It isn't all over and if you sit on the sidelines, you're probably going to miss out on a lot more than if you actually were invested.
• 2:41
  Speaker 1: If that's helpful, put a one in the chat or in the comments down below.
• 2:44
  Speaker 1: So I know you want this kind of information.
• 2:47
  Speaker 1: And then let me just show you one thing, a little bit of bragging just for a second Bear with me and I'll explain why.
• 2:53
  Speaker 1: If you want to understand how we pick stocks like this, like MP Material, right Up 180% these are all stocks I shared with you guys on YouTube, not just in the private community 83% up on our little gold investment there.
• 3:08
  Speaker 1: Avis up 83% to the exit point.
• 3:11
  Speaker 1: Uuu Energy Fields up 83%, and you know there are many, many more.
• 3:15
  Speaker 1: I didn't include them all.
• 3:16
  Speaker 1: Terrawolf just popped right.
• 3:17
  Speaker 1: We said buy it here Up 53% as we're talking.
• 3:21
  Speaker 1: Speaking, if you're actually serious about understanding these rather than being like most people who just want to like chase this golden nugget and hope that somebody's going to sprinkle some gold dust on them, you actually want to understand this and you realize that Wall Street has a framework for this.
• 3:37
  Speaker 1: Otherwise they wouldn't be making money every year for like 100 plus years.
• 3:41
  Speaker 1: Right, there is a system to this.
• 3:43
  Speaker 1: There's a rules to this space, to it.
• 3:50
  Speaker 1: Then I'm going to offer to teach it to you.
• 3:51
  Speaker 1: I'm going to run a live training with you, like one we've never run before.
• 3:53
  Speaker 1: Be a little different.
• 3:53
  Speaker 1: It'll shake you up, it'll stir you around a little bit and it's completely free of charge.
• 3:58
  Speaker 1: There are a thousand free spots available.
• 4:00
  Speaker 1: All you have to do is go to phoenixfriendsorg slash training, grab yourself a free seat.
• 4:03
  Speaker 1: And yeah, it is on Saturday at 10am.
• 4:05
  Speaker 1: It's the weekend, and no, there won't be a replay.
• 4:07
  Speaker 1: And I'll tell you why.
• 4:08
  Speaker 1: If you're not ready to show up live, you're just not ready, and maybe it's your four in the morning, whatever.
• 4:12
  Speaker 1: I took a call last week with somebody I want to learn from, and it was at 5am my time.
• 4:19
  Speaker 1: I didn't enjoy getting up for that call, but for me it was important enough, so I did.
• 4:23
  Speaker 1: If it isn't important enough for you, you won't, which means you won't take any action.
• 4:26
  Speaker 1: Anyways.
• 4:27
  Speaker 1: You might as well not bother.
• 4:28
  Speaker 1: You probably won't make it through it, but if you're actually serious about your financial freedom and you're actually wanting to learn, come and show up.
• 4:34
  Speaker 1: Felix Frenzel, oxlash Training live.
• 4:36
  Speaker 1: No replay.
• 4:37
  Speaker 1: Okay.
• 4:38
  Speaker 1: So UnitedHealth, the trilogy, the chosen ones, the archangels.
• 4:45
  Speaker 1: Everybody is buying United Health.
• 4:47
  Speaker 1: We've got Michael Burry, we've got Sequoia, we've got Dojan Cox, We've got David Pepper, we've got Warren Buffett, we've got just about anybody who is.
• 5:01
  Speaker 1: Anybody seems to be buying UnitedHealth at fairly significant amounts.
• 5:07
  Speaker 1: I mean Warren Buffett, it's a cool $1.5 billion.
• 5:11
  Speaker 1: Right, george and Cox $1.8 billion.
• 5:14
  Speaker 1: Maybe they play golf together or something.
• 5:16
  Speaker 1: This is some serious money.
• 5:18
  Speaker 1: And then here you can see some of the other big funds Norge Bank, which is the biggest sovereign wealth funds in the world.
• 5:26
  Speaker 1: Siskahana, like you know, everybody's in on this, basically everybody's in on this.
• 5:30
  Speaker 1: And you can see Bari didn't just buy a couple of shares, he also bought a call option worth 109 million US dollars.
• 5:44
  Speaker 1: It's not a tiny bet for that chap either.
• 5:47
  Speaker 1: Right, we're going to run through one or two of the other stocks that these guys are buying right now as well.
• 5:51
  Speaker 1: So why now?
• 5:52
  Speaker 1: What's changed?
• 5:53
  Speaker 1: Well, if you watched my video on this from the previous day, if not, I'll run you through it quickly.
• 5:59
  Speaker 1: This is the market moves in patterns, right?
• 6:01
  Speaker 1: So the market moves in essentially four distinct patterns.
• 6:06
  Speaker 1: I call the first a climbing pattern, right?
• 6:10
  Speaker 1: Picture Winston climbing up a mountain.
• 6:12
  Speaker 1: He loves nothing better.
• 6:13
  Speaker 1: You then get into a kind of consolidation tired pattern and then that inevitably gets followed not inevitably, but, yeah, eventually inevitably by a downhill pattern, which happens much, much quicker, you will note, than the other two, much, much faster to go down than to go up or to go sideways.
• 6:33
  Speaker 1: If you ever go hiking or mountaineering, you know what I'm talking about.
• 6:36
  Speaker 1: Right, it's just quicker to run downhill.
• 6:37
  Speaker 1: And what happens then?
• 6:39
  Speaker 1: Well, you get the next thing, which is the consolidation phase.
• 6:44
  Speaker 1: Down there, right, winston sitting on the beach with waves under his tummy, cooling down from the long hike.
• 6:50
  Speaker 1: That's sort of how it happens in my mind.
• 6:52
  Speaker 1: And the longer that consolidation, the better.
• 6:57
  Speaker 1: Now, unitedhealth is a solid business.
• 6:59
  Speaker 1: Well, some dodgy stuff probably happened there.
• 7:01
  Speaker 1: But they make a lot of money, right 400 billion revenue or something like that, and no one's going to just quit their health insurance because they think these guys stink.
• 7:09
  Speaker 1: So the markets punished them severely and we were starting to see this last week of recovery here.
• 7:18
  Speaker 1: But for me, I don't really like buying things below that yellow line there.
• 7:23
  Speaker 1: 50-day moving average, that is Below that.
• 7:25
  Speaker 1: It's just insanely risky.
• 7:27
  Speaker 1: But what just happened?
• 7:28
  Speaker 1: We've just popped above it, that blue line.
• 7:30
  Speaker 1: There is the pre-market line.
• 7:32
  Speaker 1: It's $300.
• 7:33
  Speaker 1: Does that mean it's too late?
• 7:35
  Speaker 1: Is it all over?
• 7:35
  Speaker 1: No, it's actually still very early.
• 7:37
  Speaker 1: Still very early.
• 7:38
  Speaker 1: If you're an investor, you might want to wait till the $400 mark.
• 7:42
  Speaker 1: I know it's probably not something that most people can do because people are not patient.
• 7:45
  Speaker 1: So this is a setup right now for traders still pretty high risk.
• 7:49
  Speaker 1: But no, it isn't too late.
• 7:51
  Speaker 1: In my humble opinion, the real run up is back to the sort of two here 80% up, another 100% up.
• 7:58
  Speaker 1: So for me, yes, I like it.
• 8:01
  Speaker 1: I am very likely to buy some of it early this morning as the market opens, because it triggers like what I like to get into.
• 8:10
  Speaker 1: Right.
• 8:11
  Speaker 1: But understand the rules.
• 8:12
  Speaker 1: Don't just follow some guy on youtube who maybe or may or may not be having a good day, or may or may not be.
• 8:18
  Speaker 1: You know, compass mentors, that sort of thing.
• 8:20
  Speaker 1: Learn the rules.
• 8:21
  Speaker 1: Felix runs a log slash training.
• 8:22
  Speaker 1: There's a link down below.
• 8:23
  Speaker 1: You can click on it sign up.
• 8:25
  Speaker 1: This is a sign up form.
• 8:27
  Speaker 1: It's that simple.
• 8:27
  Speaker 1: It'll take you like 15 seconds, right, and we'll remind you.
• 8:30
  Speaker 1: Yes, we will send you emails.
• 8:32
  Speaker 1: We'll even send you an SMS just before to make sure you actually show up.
• 8:36
  Speaker 1: So that is item numero uno.
• 8:39
  Speaker 1: Now let's do one better.
• 8:41
  Speaker 1: Here is the entire Michael Burry stock portfolio and you can see he's got his UnitedHealth Callster, he's got Meta, he's got Lululemon and he's got REGN, which is a biotech stock.
• 8:55
  Speaker 1: We'll have a quick look at that in a moment too.
• 8:57
  Speaker 1: Shall we have a quick look at yeah, let's have a quick look at Lulu.
• 9:01
  Speaker 1: So Lululemon make, make yoga pants, right?
• 9:05
  Speaker 1: Um, more competition in that space and so on, and a bit of a cult type stock.
• 9:09
  Speaker 1: But this is actually a very, very good meme.
• 9:12
  Speaker 1: If just 10 of the us becomes less fat because of all these weight loss drugs, that could increase lulu's profits by 25.
• 9:20
  Speaker 1: Because if you're a woman who's obese, you're less likely to wear lulu lemon, probably unless it's really comfortable I don't know who's obese, you're less likely to wear Lululemon, probably unless it's really comfortable, I don't know and therefore you're more likely to wear Lululemon if you lose weight right.
• 9:31
  Speaker 1: So there is some benefit in the whole weight loss drug thing for the good folks at Lulu and Lemon.
• 9:38
  Speaker 1: Now here's the stock chart on Lululemon and it looks a little bit like the UNH thing, right?
• 9:44
  Speaker 1: It's almost as if stocks move in patterns, right, and they consolidate, they run up, they consolidate, they run down right A little bit over there, this one here, and they do it again.
• 9:55
  Speaker 1: So what's the likely outcome here?
• 9:56
  Speaker 1: Well, it could still go a little bit low up.
• 9:58
  Speaker 1: So I still think Lululemon is too early, and I know people always hate it when I say that.
• 10:06
  Speaker 1: I said this about AMD.
• 10:07
  Speaker 1: I said this about UnitedHealth.
• 10:08
  Speaker 1: I keep saying it because I'm not driven by FOMO or fear or anything like that.
• 10:11
  Speaker 1: It's just rules.
• 10:11
  Speaker 1: Every time you ignore your rules, my rules or Wall Street rules, well you get kicked right Pretty harshly usually.
• 10:19
  Speaker 1: So yes, for me I like the look of this, but I need Lululemon to go up about 15 to 20% before I believe it becomes investable.
• 10:28
  Speaker 1: Maybe earnings will do that for them, in which case I'd be very happy to be late to the party, because the potential is still there for this to go back up to a decent valuation.
• 10:39
  Speaker 1: If I buy it $30 higher and we bring in 40, 50%, 60%, 70% gains, I'd rather take those than not.
• 10:48
  Speaker 1: Before we get on to the other Boris stock there, another reason to be bullish this is the Economic Times.
• 10:53
  Speaker 1: They just said millions of Americans are going to get a stimulus check $1,390, which seems kind of crazy, right?
• 11:03
  Speaker 1: Actually, $1,600 for everyone in the US, for all veterans, senior citizens and economically weaker citizens, and it's there to support medical and daily expenses, right, which is kind of bonkers.
• 11:18
  Speaker 1: So the IRS has confirmed that the legitimate and approved $1,390 check is on track to aid low and middle income Americans.
• 11:30
  Speaker 1: So some stocks are going to benefit from that, especially those where low and income Americans shop.
• 11:35
  Speaker 1: Think about that.
• 11:37
  Speaker 1: Now, the next stock on the Barryry list was regen, right, and then we have one more as well.
• 11:43
  Speaker 1: And what does that look like to you again?
• 11:45
  Speaker 1: Can you see?
• 11:45
  Speaker 1: Can you start to see the wood for the trees?
• 11:48
  Speaker 1: You get this consolidation beautiful run up, you top out and you collapse pretty quickly, right, pretty aggressively, and now we're in a consolidation phase.
• 11:58
  Speaker 1: Looks a little bit better than Lulu.
• 12:02
  Speaker 1: Why?
• 12:03
  Speaker 1: Because we're above the 50-day moving average line and there's an indicator on here which you'll find in Trade Vision I haven't really seen it anywhere else which is called MRSI Mansfield RSI and that tells you is the stock performing better than its sectors?
• 12:22
  Speaker 1: Now, I do like the whole pharma, biotech space right now.
• 12:25
  Speaker 1: I like stocks that have long sideways consolidations.
• 12:29
  Speaker 1: 50-day moving average line is starting to peak up.
• 12:32
  Speaker 1: No volume.
• 12:33
  Speaker 1: But Regen isn't some crazy biotech company.
• 12:37
  Speaker 1: This is a company that actually makes money.
• 12:38
  Speaker 1: They've got free cash flow.
• 12:40
  Speaker 1: They've got profits.
• 12:41
  Speaker 1: Earnings were good 70% better than expected.
• 12:43
  Speaker 1: They pay a dividend, yeah, I know.
• 12:46
  Speaker 1: So again, it could be something worth adding to your watch list.
• 12:51
  Speaker 1: I'm telling you to buy stuff.
• 12:52
  Speaker 1: Right, watch out for that so you can see it's underperforming the sector.
• 12:56
  Speaker 1: It's doing nothing at all compared to the sector.
• 12:58
  Speaker 1: Now it looks like it's starting to outperform the sector, at least it wants to.
• 13:02
  Speaker 1: At least it's reducing its underperformance.
• 13:04
  Speaker 1: So it's a lag out.
• 13:05
  Speaker 1: It could be something that pays off handsomely, if Michael is right.
• 13:10
  Speaker 1: Now one more Rumors that the US government is going to take a stake in Intel.
• 13:15
  Speaker 1: Now, I would hate that, because government owning parts of companies is usually terrible.
• 13:20
  Speaker 1: But a sort of trade deal with Intel, a little bit like they've done with Nvidia and so on.
• 13:26
  Speaker 1: It could be good for Intel because it gives us clarity.
• 13:30
  Speaker 1: And what do you see here again?
• 13:32
  Speaker 1: Well, mrsi, down here, what do you see?
• 13:35
  Speaker 1: You see a complete, freaking collapse 're entering into consolidation.
• 13:40
  Speaker 1: It's still kind of consolidation, but it's it's wanting to move a little higher.
• 13:43
  Speaker 1: And then, up here you've got that zigzagging flat pattern which, if it does break out of the zone which it seems to be on these rumors trading at just under 25 right now could be a really sweet entry point.
• 13:59
  Speaker 1: Again, I'm not telling you to buy it, but you know what I'm saying.
• 14:01
  Speaker 1: So all I'm really saying to you is just get good at investing.
• 14:07
  Speaker 1: It's the simplest business you could ever run.
• 14:09
  Speaker 1: It's your money and you've got it already.
• 14:11
  Speaker 1: It's just most people don't use it, right.
• 14:14
  Speaker 1: Most people well, most people have some money and that some money is a business.
• 14:19
  Speaker 1: It's like a business that you don't open the door for, you just have that closed sign on the front door all the time, because you can't be bothered, because you'd rather work 40 or 60 hours to make somebody else rich right, which makes a lot of sense.
• 14:31
  Speaker 1: Or you'd rather sit on your backside and watch Netflix because you're tired from working for somebody else and making somebody else rich.
• 14:38
  Speaker 1: So, yeah, it takes a little bit of effort and I get it.
• 14:40
  Speaker 1: That's why no very few people do it.
• 14:42
  Speaker 1: But the people who do oh boy, do they?
• 14:44
  Speaker 1: Tend to get rewarded.
• 14:45
  Speaker 1: So come and join us Saturday.
• 14:47
  Speaker 1: Felix runs a dog slash training and I'll do the thing that I love most, which is teach and inspire, and I hope to see you there and I wish you a beautiful rest of your week.
• 15:01
  Speaker 1: I hope it's been as profitable and successful as it has been on.