Tsuas yog thaum koj xav tias $ 1 billion poob tau dhau los ntawm Covid-19 hnub kaw, lawv rov qab los. Tab sis feem ntau xav tsis thoob, S&P 500 tuam txhab uas muag feem ntau muaj los ntawm Warren Buffett thiab Jeff Bezos yog ob lub tuam txhab los tshaj tawm lawv.
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Kaum tsib lub tuam txhab hauv S&P 1500 thiab S&P Ua tiav Performance index suav nrog Buffett's Berkshire Hathaway (BRKAthiab Bezos ' Amazon.com (AMZN), tau tshaj tawm qhov poob loj thib ob ntawm peb lub hlis twg ntawm $ 1 nphom - lossis ntau dua. Xws li kev poob loj yog qhov ceeb toom tias kev lag luam cov teeb meem tseem cuam tshuam rau qee lub tuam txhab ua haujlwm zoo tshaj plaws.
Qhov loj tshaj poob ntawm lawv tag nrho? Berkshire Hathaway, lub koom haum kev lag luam uas yog 15.6% muaj los ntawm Buffett, tshaj tawm ze li $ 44 billion poob hauv lub quarter thib ob ntawm 2022. Nws yog ib qho ntawm cov kev poob loj tshaj plaws hauv Asmeskas keeb kwm, thiab ze rau $ 49 billion nws poob hauv thawj peb lub hlis twg ntawm 2020.
Amazingly, qhov ntawd txhais tau tias Berkshire tshaj tawm qhov poob ntau zaus ntau dua li ntawm Uber Technologies (UBER) thiab Carnival (CCL), ob lub lag luam tseem rov qab los ntawm kev kaw. Thiab nws kuj poob nyiaj ntau dua li cov tuam txhab raug kev txom nyem los ntawm cryptocurrency implosions nyiam microstrategy (LUS QHIA) thiab Coinbase (NPAJ).
Kev poob loj yog qhov zam rau S&P 500
Thaum cov tuam txhab lag luam poob ib txhiab daus las lossis ntau dua tam sim no, lawv sawv tawm raws li kev poob loj no tsawg zuj zus raws li kev lag luam thaws.
Thaum lub quarter thib ob, S&P 500 tuam txhab uas muag tau tshaj tawm cov nyiaj tau los nruab nrab ntawm 6.7%, hais tias John Butters, tus kws tshuaj ntsuam nyiaj tau los ntawm FactSet. Qhov no zoo nkauj anemic loj hlob. Nws yog qhov tsawg tshaj plaws hauv peb lub hlis twg ntawm cov nyiaj tau los txij li S&P 500 cov nyiaj tau los nce tsuas yog 4% nyob rau lub quarter thib plaub ntawm 2020, thaum lub sijhawm Covid contraction.
Tab sis tshaj tawm cov nyiaj tau los qeeb qeeb yog qhov sib txawv ntau dua li poob ntau tshaj li ib txhiab daus las, zoo li cov tuam txhab lag luam xav tsis thoob.
Billion-Dollar Losses Hauv Lub Plaub Hlis
Berkshire Hathaway qhov kev poob loj heev tsis yog ib qho ua rau nws tshwm sim. Feem ntau nws yog vim qhov intricacies ntawm accounting. Txawm li cas los xij, nws yog ib qho kev tawm tswv yim txog kev ntxhov siab txawm tias cov tub ua lag luam loj nyob hauv xyoo no.
Feem ntau ntawm Berkshire qhov poob yog vim cov ntaub ntawv loj heev poob los ntawm kev poob hauv nws cov tuav ntawm Kua (AAPL). Buffett lub tuam txhab tuav ib qho loj 900 lab shares ntawm lub tuam txhab smartphone. Yog li, thaum tus nqi sib koom ntawm Apple poob ze li 22% nyob rau lub quarter thib ob, qhov ntawd yog kwv yees li $ 34 billion daim ntawv poob rau Berkshire Hathaway.
Puas yog kev poob loj? Yog lawm, tab sis txij li Berkshire Hathaway tsis muag thiab paub txog qhov poob, cov tub ua lag luam txaus siab saib yav dhau los rau tam sim no. Shares ntawm Berkshire Hathaway tau nce 1% xyoo no. Tsis zoo nyob rau hauv ib xyoos S&P 500 tawm ntau tshaj 10%.
Yuav ua li cas txog Amazon.com, uas Bezos muaj 10% ntawm? Investors tau braced rau ib phem lub quarter thib ob txhua xyoo. Shares ntawm cov khw muag khoom hauv online tau poob ntau dua 14% xyoo no. Thiab lub tuam txhab tau xa tawm ntawm qhov kev ntshai nrog qhov loj heev $ 2 nphom poob rau lub quarter raws li nws tau nthuav dav thaum muaj kev sib kis. Tab sis cov tub ua lag luam xav tias qhov mob nyob tom qab, thiab tab tom hu rau Amazon kom tau nyiaj ntau dua $ 2 nphom hauv lub Cuaj Hli-kawg lub quarter.
Cov tuam txhab tseem tawm tsam tom qab kis thoob qhov txhia chaw
Tej zaum nws yuav xav tsis thoob thaum pom Berkshire Hathaway thiab Amazon.com ntawm lub sijhawm no hauv nws txoj kev loj hlob ua rau poob loj. Tab sis lawv tau dhau los ua tus qauv rau qee lub tuam txhab tseem tab tom rov qab los hauv ntiaj teb tom qab Covid.
Teladoc Kev Noj Qab Haus Huv (TDOC), tus pioneer hauv kev saib xyuas kev noj qab haus huv online, raug kev txom nyem loj heev $ 3.1 nphom nyiaj poob hauv lub quarter thib ob, raws li nws tau tshaj tawm rau Lub Xya Hli 27. Thiab Carnival tus neeg tsav nkoj nkoj, nyob rau nruab nrab Lub Rau Hli tau tshaj tawm qhov poob hauv peb lub hlis twg hauv lub Tsib Hlis-kawg lub quarter. $1.8 billion. Carnival's CEO ntawm ze li ib xyoo caum, Arnold Donald, tau hais thaum ntxov Lub Yim Hli nws tau nqis los ua tus thawj coj. Lub tuam txhab tau pom tias poob nyiaj hauv plaub lub hlis tom ntej.
Qhov kev poob loj no yog qhov ceeb toom tias qhov kev lag luam no - thiab kev lag luam - tseem tsis paub meej.
Kev poob loj tshaj plaws
Txhua tus poob $ 1 nphom lossis ntau dua hauv lub quarter thib ob ntawm 2022
| lub tuam txhab | Ticker | Net poob, lub quarter thib ob 2022 ($ billions) | Sector |
|---|---|---|---|
| Berkshire Hathaway | (BRKA) | $43.8 | Nyiaj txiag |
| Warner Bros. Kev Tshawb Nrhiav | (WBD) | 3.4 | Cov Kev Sib Txuas Lus |
| Teladoc Kev Noj Qab Haus Huv | (TDOC) | 3.1 | Health Care |
| Uber Technologies | (UBER) | 2.6 | Chaw Tsim Tshuaj |
| Caw | (NTSA) | 2.5 | Health Care |
| Amazon.com | (AMZN) | 2.0 | Tus Neeg Siv Khoom Siv Tawm |
| Endo International | (KAWG) | 1.9 | Health Care |
| Carnival | (CCL) | 1.8 | Tus Neeg Siv Khoom Siv Tawm |
| Rivian Tsheb | (RIVN) | 1.7 | Tus Neeg Siv Khoom Siv Tawm |
| Avaya Holdings | (AVYA) | 1.4 | Information Technology |
| Vistra | (Vst) | 1.4 | Utilities |
| Aurora Kev Tsim Kho Tshiab | (AUR) | 1.2 | Chaw Tsim Tshuaj |
| Coinbase Ntiaj Teb | (NPAJ) | 1.1 | Nyiaj txiag |
| microstrategy | (LUS QHIA) | 1.1 | Information Technology |
| Allstate | (TAG NRHO) | 1.0 | Nyiaj txiag |
Cov Khoom: IBD, S&P Kev Lag Luam Kev Lag Luam Thoob Ntiaj Teb
Ua raws li Matt Krantz ntawm Twitter @matkrantz ua
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Tau qhov twg los: https://www.investors.com/etfs-and-funds/sectors/sp500-billion-losses-put-warren-buffett-and-jeff-bezos-in-bad-company/?src=A00220&yptr=yahoo