Berkshire Hathaway: Kev Pabcuam Nyob Hauv Lub Rooj Sib Tham Txhua Xyoo

Lub rooj sib tham tau pib nrog cov yeeb yaj kiab uas muaj cov ntsiab lus tseem ceeb thiab kev tshaj tawm los ntawm Berkshire ntau lub koom haum thiab kev nqis peev ntawm kev ncaj ncees - suav nrog Berkshire Hathaway Energy, Borsheims,

Kua

(AAPL), thiab

American Express

(AXP). Nws kuj tseem suav nrog kev lom zem ua yeeb yam nrog Buffett thiab nws tus phooj ywg ntev thiab tus kws pab tswv yim Charlie Munger, thiab Berkshire-themed parodies ntawm "Uptown Funk" thiab "Empire State of Mind."

Flanked los ntawm Berkshire peb tus lwm thawj coj - Munger, Greg Abel, thiab Ajit Jain - ib tug jovial Buffett tau txais ib tug sawv ovation thiab tam sim ntawd pib tawg lus tso dag: "Koj tsis hnov ​​zoo siab txais tos rau cov nyiaj txiag Performance index," nws hais. Buffett hais ntxiv tias "Peb ob leeg muaj 190 xyoo," hais txog nws tus kheej, 91, thiab Munger, 98.

Tuav ib lub thawv ntawm See's Candies txiv laum huab xeeb, Buffett tau hais txog Mary See, uas nws cov duab dub-thiab-dawb adorns Saib cov khoom muag. Nws tau tas sim neej xyoo 1939. "Ntau tus neeg xav tias qhov no yog kuv hauv kev rub, tab sis qhov ntawd tsis muaj tseeb," Buffett hais. "Muaj qhov zoo ib yam, tab sis cov lus xaiv no tau pib los ntawm peb cov neeg sib tw."

Buffett txuas ntxiv nrog cov ntsiab lus ntawm Berkshire's cov txiaj ntsig nyiaj txiag thib ib, uas tau tso tawm rau hnub Saturday sawv ntxov. Kev khiav hauj lwm cov nyiaj tau los tom qab cov se tau nce tsawg dua 1% los ntawm lub xyoo dhau los, txog li $ 7 billion. Lub tuam txhab txo qis qhov nrawm ntawm nws cov khoom lag luam rov qab, tab sis Berkshire tau ua haujlwm hauv kev yuav lwm lub tuam txhab 'shares.

Berkshire tau siv $ 3.2 nphom ntawm kev yuav khoom rov qab hauv thawj peb lub hlis twg, thiab yuav $ 51.9 nphom hauv lwm cov peev txheej. Lub tuam txhab kuj muag $ 10.3 billion tus nqi ntawm cov tsis yog Berkshire shares. Berkshire xaus lub sijhawm nrog $ 102.7 nphom hauv nyiaj ntsuab thiab US Treasury bills.

Buffett tau hais tias "Peb ib txwm yuav muaj nyiaj ntau ntawm tes," Buffett hais. 

Buffett thiab Munger tau hais txog qhov lawv hu ua "kev twv txiaj" hauv khw muag khoom, suav nrog kev ua lag luam ntau zaus, cov tswv yim xaiv, thiab lwm yam kev coj cwj pwm. Qhov ntawd tuaj yeem ua rau lub sijhawm luv luv hauv cov nqi uas tab tom yuav lub sijhawm rau Berkshire, lub

Oracle

ntawm Omaha hais tias. Buffett tau hais tias "Qee lub sijhawm kev lag luam ua yam vwm," Buffett hais. "Qhov ntawd yog qhov zoo rau Berkshire, tsis yog vim peb ntse ... tab sis vim peb muaj siab zoo."

Thawj lo lus nug ntawm lub rooj sib tham yog hais txog Berkshire sai sai ua haujlwm hauv kev lag luam Tshuag. Hauv Buffett's 2021 tsab ntawv shareholder txhua xyoo, hnub tim 26 Lub Ob Hlis, nws tau sau tias muaj ob peb lub sijhawm txaus nyiam nyob ntawd. Txij thaum ntawd los, Berkshire tau sib cog lus kom tau txais kev tuav pov hwm

Alleghany

rau $ 11.6 nphom, thiab tau txais ntau txhiab daus las ntawm kev sib koom ntawm

Chevron

(CWJ),

Occidental Petroleum

(OXY), thiab

HP

(HPQ).

Nug seb qhov hloov pauv li cas, Munger tau hais tias: "Peb pom qee yam uas peb nyiam ua tus tswv rau Cov Nqi Nyiaj Txiag." Buffett hais ntxiv, "Raws li ib txwm, Charlie tau teb tag nrho, tab sis kuv tseem yuav tham ntau dua thiab hais tsawg dua."

Buffett piav qhia tias Occidental lub peev-rov qab cov phiaj xwm thiab cov nqi roj ntau dua tom qab Russia qhov kev cuam tshuam ntawm Ukraine ua kom cov khoom lag luam, thiab Alleghany yog qhov haum rau Berkshire txoj kev tuav pov hwm kev lag luam.

Buffett kuj tau hais tias Berkshire yuav ntxiv

Kua

Tshuag hauv thawj peb lub hlis twg. Lub tuam txhab muaj txog 911 lab shares ntawm tus tsim iPhone thaum kawg ntawm lub Peb Hlis, piv rau 907.6 lab thaum kawg ntawm 2021.

Buffett extolled qhov tsim nyog ntawm Tshuag buybacks rau shareholders, taw tes tawm hais tias Berkshire tus ceg txheem ntseeg nyob rau hauv

American Express

tau loj hlob mus txog 20%, los ntawm 11%, nyob rau xyoo tas los - tsis muaj Berkshire yuav ib qho khoom lag luam ntxiv.

Buffett hais tias "Xav txog tias koj muaj ib lub teb thiab muaj 640 daim av, ua liaj ua teb txhua xyoo, tau nyiaj me ntsis rau nws, nyiam ua liaj ua teb, thiab 20 xyoo tom qab ntawd nws tau hloov mus rau 1,100 lossis 1,200 daim av," Buffett hais. "Yog tias koj ua nws ntawm tus nqi raug, tsis muaj dab tsi zoo dua li yuav rov qab ib feem ntawm koj tus kheej ua lag luam."

Lwm lo lus nug hais txog qhov kev ua tau zoo ntawm Berkshire's Geico thiab BNSF Railway cov chaw haujlwm txheeb ze rau cov neeg sib tw. Buffett tau ncaws nws mus rau Jain, uas saib xyuas Berkshire cov kev tuav pov hwm kev lag luam, thiab Abel, uas saib xyuas cov haujlwm tsis yog kev pov hwm.

Jain tau lees tias tsis ntev los no

Progressive

(PGR) tau ua tau zoo dua Geico ntawm nws cov nyiaj tau los thiab kev loj hlob. Nws suav hais tias yog Berkshire cov chaw muag khoom tom qab nkag mus rau hauv telematics, lossis kev tuav pov hwm kev siv, uas kho cov neeg siv khoom tus nqi raws li lawv tsav tsheb.

Progressive

muaj ntau xyoo ntawm cov ntaub ntawv ntxiv thiab kev paub dhau los hauv kev lag luam, tab sis Jain tau hais tias Geico tau pom cov txiaj ntsig tau zoo thaum ntxov los ntawm nws txoj cai telematics, npe hu ua DriveEasy. 

Abel tiv thaiv txoj hauv kev ntawm BNSF, uas tsis muaj peev xwm ua tau raws li kev tsim kho kev tsheb ciav hlau raws li ntau ntawm kev lag luam kev tsheb ciav hlau muaj. 

Berkshire Tshuag tau nce txog 7% txog tam sim no xyoo no, piv rau 13% poob rau

S&P 500.

Qhov no yog ib zaj dab neeg loj hlob. Rov qab xyuas dua tshiab.

Sau rau Nicholas Jasinski ntawm [email tiv thaiv]