Lub tuam txhab kev muag khoom ncaj ncees ntawm $ 9.7 nphom hauv lub sijhawm tshaj tawm hauv 10-Q nkag siab tau tsim kom muaj kev mloog tsawg. Berkshire Hathaway (ticker: BRK.A, BRK.B) tsis tau nthuav tawm cov khoom lag luam uas nws muag, thiab CEO Warren Buffett tsis tau tham txog lub ntsiab lus ntawm lub tuam txhab lub rooj sib tham tus tswv cuab Hnub Saturday hauv Omaha.
Muaj qhov qhia tau tias
Verizon
Kev sib txuas lus (VZ) yog qhov tseem ceeb ntawm qhov muag.
Berkshire kuj zoo li tau ua tus neeg yuav khoom ntawm $ 10 nphom nyiaj txiag hauv lub quarter, raws li cov ntaub ntawv hauv tuam txhab 10-Q. Qhov ntawd yuav thim rov qab Buffett qhov muag loj ntawm cov nyiaj txiag xws li
JP Morgan Chase
(JPM), Cov.
Goldman Sachs Group
(GS), thiab
Wells Fargo
(WFC) hauv 2020 thiab 2021. Berkshire tag nrho cov peev txheej, coj los ntawm
Kua
(AAPL), tag nrho $ 390 billion.
Yuav muaj qhov tseeb ntxiv nyob rau nruab nrab Lub Tsib Hlis ntawm qhov Berkshire yuav thiab muag hauv thawj peb lub hlis twg thaum nws tshaj tawm nws cov peev txheej hauv peb lub hlis twg raws li lub Peb Hlis 31 ntawm daim ntawv 13-F nrog SEC.
Barron tus Kev tsom xam ntawm Berkshire's 10-Q qhia tias lub tuam txhab yuav tau muag tag nrho lossis feem ntau ntawm nws cov ceg txheem ntseeg hauv Verizon hauv thawj peb lub hlis twg.
Nov yog vim li cas: Berkshire tau hais tias nws tshwm sim $ 739 lab ntawm kev paub txog kev poob ntawm kev muag khoom ncaj ncees hauv thawj peb lub hlis twg. Berkshire tuav ib ceg txheem ntseeg ze li ntawm 159 lab feem ntawm Verizon thaum xyoo kawg 2021, muaj nqis txog $ 8.3 nphom. Cov ceg txheem ntseeg muaj tus nqi pib ntawm $ 9.4 nphom, lossis kwv yees li $ 59 ib feem.
Verizon tau pauv hauv thawj peb lub hlis twg feem ntau nyob rau hauv thaj tsam ntawm $ 53 txog $ 54 ib feem. Qhov ntawd txhais tau hais tias yog Berkshire muag tag nrho ntawm Verizon ceg txheem ntseeg, nws yuav pom tau tias qhov poob ntawm kwv yees li $ 800 lab. Kev muag tag nrho ntawm $ 54 ib feem yuav tau netted Berkshire txog $ 8.6 billion.
Verizon tshwj xeeb yog tib qho ntawm 15 qhov loj tshaj plaws ntawm Berkshire kev ncaj ncees tuav ntawm xyoo kawg 2021 teev nyob rau hauv Buffett tsab ntawv txhua xyoo uas lub tuam txhab tau poob txheeb ze rau nws cov nqi. Feem ntau ntawm Verizon ceg txheem ntseeg tau yuav hauv 2020.
Nov yog lus los ntawm 10-Q: "Taxable peev nyiaj tau txais txiaj ntsig / poob ntawm cov khoom lag luam kev lag luam muag hauv thawj peb lub hlis twg, uas feem ntau yog qhov sib txawv ntawm cov nyiaj tau los ntawm kev muag khoom thiab tus nqi qub ntawm cov khoom lag luam muag, tau poob ntawm $ 739 lab hauv 2022 thiab nce ntawm $ 1.8 billion hauv 2021."
Yog tias Buffett muag Verizon, nws zoo li kev txav mus los zoo, txij li cov Tshuag tam sim no pauv ntawm $ 46. Berkshire tsis muaj lus pom tam sim ntawd.
Berkshire's 10-Q qhia tias lub tuam txhab tus nqi hauv paus hauv cov nyiaj txiag tau nce los ntawm $ 9.6 nphom hauv thawj peb lub hlis twg. Qhov no yuav txhais tau tias Berkshire yuav txog $ 9.6 nphom hauv nyiaj txiag.
Buffett qhov kev yuav khoom loj hauv thawj peb lub hlis twg yog Chevron (CVX). Berkshire yuav kwv yees li 121 lab shares los nqa nws cov ceg txheem ntseeg rau kwv yees li 159 lab shares, muaj nqis txog $ 25.9 billion. Nws tsis paub meej tias Berkshire them nyiaj li cas rau Chevron shares ntxiv tau muab tias cov khoom lag luam tau nce mus rau $ 162 ib feem ntawm $ 117 hauv lub sijhawm. Ntawm tus nqi nruab nrab hauv lub sijhawm, Berkshire yuav tau them txog $ 17 billion.
Berkshire yuav txog $ 7 billion ntawm Occidental Petroleum (OXY) hauv lub quarter, $ 4 billion ntawm HP (HPQ), thiab txog $ 600 lab ntawm Apple.
Buffett tau hais hauv lub rooj sib tham hnub Saturday tias Berkshire muaj txog 9.5% ntawm
Activision los daus loj
(ATVI) - kwv yees li 74 lab kev sib koom - tam sim no muaj nqis txog $ 5.6 nphom. Nws tsis paub meej tias ntau npaum li cas ntawm Berkshire qhov kev yuav khoom tau ua nyob rau hauv thawj peb lub hlis twg. Berkshire tau muaj txog li 15 lab tus tswv cuab ntawm lub xyoo kawg.
Raws li Buffett cov lus ntawm lub rooj sib tham, Activision kev yuav khoom yuav tshwm sim feem ntau hauv lub Plaub Hlis. Nws hais tias nws tsis tau saib Activision tus nqi Tshuag ntawm ib ncig ntawm $ 82 tom qab
Microsoft
tshaj tawm nws qhov kev pom zoo los yuav tus tsim videogame rau $ 68.7 nphom hauv Lub Ib Hlis raws li qhov tshwj xeeb txaus nyiam raws li qhov xwm txheej arbitrage.
Microsoft tau them $ 95 ib feem. Activision pauv ib ncig $80 txog rau lub Plaub Hlis thiab ua tiav rau hnub Friday ntawm $75.60. Nws nce 3% Hnub Monday ntawm xov xwm ntawm Berkshire kev yuav khoom tab sis tseem ua lag luam ntawm luv nqi kwv yees li 19% rau tus nqi sib tham, cuam tshuam txog kev tiv thaiv kev ntseeg siab.
Buffett kuj tau hais hauv lub rooj sib tham tias Berkshire tau yuav cov khoom lag luam hauv peb lub tuam txhab German hauv thawj peb lub hlis twg, tab sis tsis tau nthuav tawm cov npe.
Sau ntawv rau Andrew Bary ntawm [email tiv thaiv]