Puas yog Warren Buffett's Investment Aides Beating the Stock Market?

 Combs thiab Weschler saib xyuas txog 10% ntawm cov ntaub ntawv, lossis $ 34 nphom thaum pib xyoo 2022. Buffett, 92, khiav lwm 90% thiab saib xyuas tag nrho lub tuam txhab raws li Berkshire CEO ntev.

Combs, 51, thiab Weschler, 61, cia siab tias yuav tuav tag nrho cov peev txheej hauv lub sijhawm tom qab Buffett. Combs tuaj rau Berkshire hauv 2010 thiab Weschler ib xyoos tom qab. Ob leeg yog cov thawj tswj kev nqis peev yav dhau los

Thaum nws tsis paub tias cov khoom lag luam twg hauv cov ntaub ntawv khaws cia yog tswj hwm los ntawm Combs thiab Weschler, feem ntau xav tias feem ntau ntawm Berkshire cov peev nyiaj me me ntawm qis dua $ 4 billion yog khiav los ntawm Combs thiab Weschler. Ob leeg muaj ntau txoj hauv kev los txiav txim siab peev nrog Buffett hais tias qee zaum nws tau kawm txog lawv txoj kev txav tom qab lawv tau ua.

Buffett nyiam tsom mus rau txoj haujlwm uas tuaj yeem txav mus rau koob ntawm Berkshire, uas muaj kev lag luam tus nqi ntawm $ 670 billion. Qhov ntawd feem ntau txhais tau tias tuav tsawg kawg yog 1% ntawm Berkshire lub khw muag khoom.

Tuam Txhab / Ticker	Cov Nqe Tsis Ntev Los no	YTD Hloov	Tus nqi ntawm Holding (ib.)
Verisign / VRSN	$202.74	-20.1%	$2.60
Davita / DVA	70.82	-37.8	2.56
Citigroup / C	43.81	-27.5	2.42
Kroger / KR	44.58	-1.5	2.24
General Motors / GM	35.20	-40.0	1.76
VISA / UA	205.36	-5.2	1.70
Liberty SiriusXM C / LSXMK	38.57	-24.2	1.67
Paramount Ntiaj teb no / PARA	16.88	-44.1	1.54
Mastercard / MA	342.95	-4.6	1.37
Aw / AON	297.81	-0.9	1.31
McKesson / MCK	375.55	51.1	1.20
Charter Communications / CHTR	309.29	-52.7	1.18
Celanese / CE	101.39	-39.7	0.98
Amazon.com / AMZN	85.19	-48.9	0.91
Snowflake / SNOW	141.21	-58.3	0.86
Nu Holdings / NU	3.83	-59.2	0.41
Nruab nrab		-25.9%	$24.71
S&P 500		-19.8%

Nco tseg: cov ntaub ntawv mus txog Lub Kaum Ob Hlis 20 /

Qhov chaw: Bloomberg; tuam txhab ntawv ceeb toom

Barron tau saib ntawm 16 ntawm Berkshire cov chaw tuav me me uas suav txog $ 25 nphom raws li Berkshire cov ntaub ntawv peb lub hlis twg thaum lub Cuaj Hlis 30. Ntau tus tau muaj pob zeb 2022, suav nrog

Amazon.com

(AMZN),

Paj daus

(DAWB),

Daim Ntawv Sib Txuas Lus

(CHTR),

Davita

(DVA),

General cov Motors lwm yam

(

GM

) thiab

Celanese

(CE). Cov tsib cov khoom lag luam no tau tawm 35% lossis ntau dua xyoo rau hnub ua ntej lub lim tiam no.

16 cov khoom lag luam tau nqis los nruab nrab ntawm 25.9% tawm tsam 19.8% poob rau

S&P 500
.
Muaj zog ua yeeb yam

Kroger

(KR) thiab

McKesson

(

MCK

).

visa

thiab

MasterCard

kuj tau ua tau zoo tshaj qhov kev lag luam Tshuag xyoo no thiab yog cov yeej loj tshaj kaum xyoo dhau los. Nws yog ib tug zoo thawj koom ruam uas lawv tau tuav los ntawm Combs los yog Weschler, txij li thaum Buffett tau ntev lawm enamored ntawm rival American Express (

AXP

).

Berkshire qhov kev tuav pov hwm loj tshaj plaws yog qhov loj lossis tag nrho Buffett suav nrog

Kua

(

AAPL

),

Tso Tsheb Hlau Coca-Cola

(KOJ),

Bank of America

(PAB),

American Express

(AXP), thiab

Chevron

(CWJ).

Berkshire tsis teb rau qhov kev thov tawm tswv yim.

Thaum lawv xav tias yuav ua lub luag haujlwm tseem ceeb ntawm Berkshire thaum Buffett tawm ntawm qhov chaw, qhov kev ua tau zoo ntawm lawv txoj kev sib raug zoo yog qhov tsis paub ntau. Buffett tau hais me ntsis txog nws - lossis nws qhov kev ua tau zoo.

Nws tau hais rau CNBC hauv 2019: "Txhua yam, lawv yog me ntsis tom qab S&P, txhua tus, yuav luag tib yam." Buffett tau hais ntxiv tias lawv tau ua tau zoo dua li nws muaj, txawm hais tias qhov ntawd yog ua ntej Apple sib koom peb zaug. Apple yog Berkshire qhov kev ncaj ncees loj tshaj plaws tuav thiab suav txog li 40% ntawm cov ntaub ntawv.

Muab hais tias Combs thiab Weschler zoo li yuav ua lub luag haujlwm tseem ceeb ntawm Berkshire hauv lub sijhawm tom qab Buffett, nws yuav zoo rau cov tswv lag luam kom paub tias lawv ua tau zoo npaum li cas. Yog tias lawv tab tom taug qab S&P 500 dhau los ib, tsib thiab 10 xyoo, kev sib cav tuaj yeem ua tau tias Berkshire yuav tsum xav txog kev txheeb xyuas ntau dua ntawm nws cov ntaub ntawv thiab ua cov khoom khaws tsawg dua thaum Buffett tawm ntawm qhov chaw.

Saib ntawm qee qhov kev tuav pov hwm me me, Davita tau sib raug zoo nrog Weschler, uas muaj ntau tshaj li ob lab kev sib koom ntawm tus kheej raws li kev tswj hwm hauv lub Yim Hli. Berkshire tuav 40% ntawm cov neeg muab kev pabcuam rau lub raum. Davita shares tau nqis 37% xyoo no mus rau $ 70 tsis ntev los no thiab tau hloov me ntsis txij li xyoo 2015.

Snowflake, yav dhau los cov khoom siv dav hlau ya dav hlau, yog qhov tsis zoo li Buffett tuav txij li software tsis nyob hauv nws lub voj voog ntawm kev muaj peev xwm. Buffett kuj tseem muaj tus nqi khoov thiab qhov kev ntsuas software siab. Snowflake, ntawm $ 141 tsis ntev los no, tau tawm 58% xyoo no thiab tsis ntau tshaj nws 2020 IPO tus nqi ntawm $ 120, uas yog qhov Berkshire them rau nws cov ceg txheem ntseeg.

Amazon.com tej zaum tsis yog Buffett tuav muab nws qhov kev ntsuas siab. Lub koom haum Berkshire muaj nqis txog $ 1 nphom. Yog tias Buffett nyiam nws, Amazon zoo li yuav yog qhov tuav ntau dua.

Buffett tsis tau yog tus kiv cua ntawm kev lag luam tsheb, saib nws yog kev sib tw dhau thiab peev nyiaj ntau. Qhov ntawd ua rau GM zoo li Combs lossis Weschler tuav.

Kroger yog tuav los ntawm ib qho ntawm ob. Buffett tau hais ob peb xyoos dhau los tias nws yog ib tus ntawm lawv. Buffett tau hais tias nws tsis yog vwm txog kev sib tw thiab kev lag luam khoom noj qis.

Combs thiab Weschler ua ntau tshaj li khiav nyiaj xwb. Combs tau coj Geico, Berkshire's auto insurance lag luam, rau peb lub xyoos dhau los. Ob leeg qhia txog kev yuav khoom.

Hauv kev xam phaj CNBC hauv 2019, Buffett tau hais tias: "Thawj ob peb xyoos, ... lawv tau zoo ua ntej ntawm qhov ntsuas thiab lawv tau them nyiaj." Nws hais ntxiv tias lawv cov nyiaj them poob haujlwm ntawm kev ua haujlwm. “Nws tuaj hauv peb. Yog li nws tuaj yeem raug clawed rov qab, ob feem peb ntawm nws, yog tias lawv plam xyoo thib ob thiab lwm yam. "

Sau ntawv rau Andrew Bary ntawm [email tiv thaiv]