Warren Buffett nkag mus rau ceg txheem ntseeg hauv Taiwan Semiconductor, 2 Lwm Cov Tshuag

Ntsiab lus

• Ntxiv rau Taiwan Semiconductor, Buffett yuav Louisiana-PacificLPX
  thiab Jefferies.
• Nws muag tawm ntawm STORE CapitalSTOR
  .
• Cov guru kuj ntxiv rau Occidental thiab ChevronCVX
  .

Berkshire Hathaway Inc.BRK.A, nyiaj txiag)(BRK.B, nyiaj txiag), lub multibillion-duas conglomerate khiav los ntawm Warren Buffett (ua lag luam, Portfolio), tshaj tawm nws txoj kev nqis peev ntawm peb lub hlis thib peb ntawm 2022 rau hnub Monday.

Nrog ib pawg nyiaj ntsuab ntau dua $ 109 nphom los siv rau cov khoom lag luam thaum kawg lub Cuaj Hli, tus kws tshaj lij guru thiab nws ob tus thawj coj ua lag luam, Ted Weschler thiab Todd Combs, tau mob siab rau nyiaj ntsuab ntau rau kev nqis peev hauv Occidental Petroleum.oxy
Corp. (oxy, nyiaj txiag). Tam sim no nws muaj 21.38% ntawm lub tuam txhab cov khoom lag luam zoo.

Lwm qhov tseem ceeb ntawm kev yuav khoom rau lub quarter uas tau tshaj tawm hauv 13F cov ntaub ntawv suav nrog cov haujlwm tshiab hauv Taiwan Semiconductor Manufacturing Co. Ltd. (TSM, nyiaj txiag), Louisiana-Pacific Corp.LPX, nyiaj txiag) thiab Jefferies Financial Group Inc. (JEF, nyiaj txiag). Nws kuj ntxiv rau Chevron Corp. (CVXCVX
, nyiaj txiag) ceg txheem ntseeg.

Raws li rau sab muag, Berkshire tawm STORE Capital Corp. (STOR, nyiaj txiag) thiab tau txo qis hauv US BancorpTBBK
(USB, nyiaj txiag), Activision BlizzardATVI
Inc. (ATVI, nyiaj txiag), Bank of New York MellonBK
Corp. (BK, nyiaj txiag), General MotorsGM
Co. (GM, nyiaj txiag) thiab KrogerKR
Co. (KR, nyiaj txiag).

Cov neeg ua lag luam yuav tsum paub tias 13F cov ntaub ntawv tsis muab ib daim duab tiav ntawm lub tuam txhab tuav pov hwm raws li cov ntaub ntawv tsuas yog suav nrog nws txoj haujlwm hauv Asmeskas cov khoom lag luam thiab Asmeskas cov ntawv txais nyiaj, tab sis lawv tseem tuaj yeem muab cov ntaub ntawv tseem ceeb. Tsis tas li ntawd, cov ntawv ceeb toom tsuas yog cuam tshuam txog kev lag luam thiab kev tuav pov hwm raws li cov ntaub ntawv tshaj tawm tsis ntev los no, uas tej zaum yuav lossis tsis raug tuav los ntawm lub tuam txhab tshaj tawm hnub no lossis txawm tias tsab xov xwm no tau tshaj tawm.

Berkshire tsib tuav loj tshaj plaws, suav txog ntau dua ib nrab ntawm cov khoom lag luam sib luag, yog AppleAAPL
Inc. (AAPL, nyiaj txiag), Bank of AmericaBAC
Corp. (BAC, nyiaj txiag), Chevron, Coca-ColaKO
Co. (KO, nyiaj txiag) thiab American ExpressAXP
Co. (AXP, nyiaj txiag).

Lub guru's $ 296.10 billion equity portfolio muaj 49 cov khoom lag luam txij li lub Cuaj Hlis 30. Feem ntau ntawm cov ntaub ntawv tau nqis peev hauv cov khoom siv thev naus laus zis ntawm 45.16%, thaum cov kev pabcuam nyiaj txiag muaj qhov hnyav ntawm 24.01% thiab lub zog qhov chaw sawv cev 12.05%.

Muaj xwm txheej

Raws li tau tshaj tawm yav dhau los, Buffett tau nce nws Occidental Petroleum (oxy, nyiaj txiag) tuav los ntawm 22.58% thaum lub quarter thib peb, yuav 35.8 lab shares. Qhov kev sib pauv tau cuam tshuam ntawm 0.74% ntawm cov khoom lag luam sib luag. Cov Tshuag pauv rau tus nqi nruab nrab ntawm $ 64.01 ib feem ntawm lub quarter.

Txoj haujlwm tam sim no tuav 4.03% ntawm cov khoom lag luam sib luag thiab tam sim no nws yog thib rau-loj tshaj tuav ntawm 194.35 lab shares. Nws tau nce kwv yees li 38.92% ntawm kev nqis peev txog tam sim no.

Lub Houston-raws li cov roj thiab roj tsim muaj $ 66.61 nphom kev lag luam cap; nws cov shares tau pauv ib ncig $73.28 rau hnub Monday nrog a tus nqi-nyiaj tau los piv ib 7.01,a tus nqi-phau ntawv piv txwv ntawm 3.78 thiab a tus nqi-muag piv ntawm 2.11.

cov GF Tus nqi Kab qhia tias cov khoom lag luam tseem ceeb tshaj tam sim no raws li keeb kwm piv txwv, kev ua haujlwm nyiaj txiag yav dhau los thiab cov kws tshuaj ntsuam cov nyiaj tau los yav tom ntej.

Taiwan semiconductor

Tus guru tau nqis peev hauv 60.1 lab shares ntawm Taiwan Semiconductor (TSM, nyiaj txiag), faib 1.39% ntawm cov khoom lag luam ncaj ncees rau cov ceg txheem ntseeg. Shares pauv rau tus nqi nruab nrab ntawm $82.65 txhua lub hlis twg. Tam sim no nws yog 10^th- tuav loj tshaj plaws

Lub tuam txhab Taiwanese, uas tsim cov semiconductor chips, muaj kev lag luam cap ntawm $ 377.55 billion; nws cov shares tau ua lag luam ib ncig ntawm $ 72.80 rau hnub Monday nrog a tus nqi-nyiaj tau los piv ib 14.11,a tus nqi-phau ntawv piv txwv ntawm 4.52 thiab a tus nqi-muag piv ntawm 6.03.

Raws li cov GF Tus nqi Kab, cov khoom lag luam tseem ceeb undervalued tam sim no.

Louisiana-Pacific

Tus neeg ua lag luam tau khaws 5.79 lab shares ntawm Louisiana-Pacific (LPX, nyiaj txiag), dedicating 0.10% ntawm cov khoom lag luam ncaj ncees rau txoj haujlwm. Thaum lub sij hawm peb lub hlis twg, cov khoom lag luam tau pauv rau qhov nruab nrab ib feem ntawm tus nqi ntawm $ 56.84.

Cov chaw tsim khoom siv hauv tsev, uas yog lub hauv paus hauv Nashville, Tennessee, muaj $ 4.22 nphom kev lag luam cap; nws cov shares tau ua lag luam nyob ib ncig ntawm $ 58.90 rau hnub Monday nrog tus nqi-nyiaj tau los piv ntawm 3.78, ib tug tus nqi-phau ntawv piv txwv ntawm 3.10 thiab a tus nqi-muag piv ntawm 1.02.

Raws li cov GF Tus nqi Kab, cov Tshuag zoo li yuav undervalued heev.

Jefferies

Lub Oracle ntawm Omaha tau nkag mus rau 433,558-kev sib koom tuav ntawm Jefferies (JEF, nyiaj txiag). Cov Tshuag pauv rau tus nqi nruab nrab ntawm $ 31.66 ib feem ntawm lub quarter.

New York-raws li kev nqis peev hauv tuam txhab muaj peev txheej lag luam ntawm $ 8.45 billion; nws cov shares tau ua lag luam nyob ib puag ncig $ 36.89 hnub Monday nrog a tus nqi-nyiaj tau los piv ib 10.08,a tus nqi-phau ntawv piv txwv ntawm 0.82 thiab a tus nqi-muag piv ntawm 1.30.

cov GF Tus nqi Kab qhia tias cov khoom lag luam tseem ceeb tshaj tam sim no.

Chevron

Nrog rau kev cuam tshuam ntawm 0.19% ntawm cov khoom lag luam sib luag, Buffett tau nce Chevron (CVX, nyiaj txiag) ceg txheem ntseeg los ntawm 2.43%, yuav 3.9 lab shares. Shares pauv rau tus nqi nruab nrab ntawm $152.51 txhua lub hlis twg.

Tam sim no nws tuav 165.4 lab shares tag nrho, suav txog 8.02% ntawm cov peev txheej. GuruFocus kwv yees nws tau nce 38.99% ntawm kev nqis peev txog tam sim no, uas yog nws qhov thib peb-loj tshaj tuav.

Lub zog loj loj hauv lub hauv paus hauv San Ramon, California muaj $ 360.72 billion lub khw muag khoom; nws cov shares tau ua lag luam nyob ib ncig ntawm $ 186.55 hnub Monday nrog a tus nqi-nyiaj tau los piv ib 10.61,a tus nqi-phau ntawv piv txwv ntawm 2.27 thiab a tus nqi-muag piv ntawm 1.60.

Raws li cov GF Tus nqi Kab, cov khoom lag luam raug nqi tam sim no.

KHOOM peev

Tus guru tau tawm ntawm 6.9 lab-qhia STORE Capital (STOR, nyiaj txiag) ceg txheem ntseeg, cuam tshuam txog kev ncaj ncees los ntawm -0.06%. Thaum lub sij hawm peb lub hlis twg, cov Tshuag pauv rau qhov nruab nrab ib feem ntawm tus nqi ntawm $ 28.41.

GuruFocus kwv yees nws tau nce 34.84% ntawm kev nqis peev hauv nws lub neej.

Lub Scottsdale, Arizona-raws li vaj tse peev kev ntseeg siab muaj kev lag luam cap ntawm $ 8.95 billion; nws cov shares tau ua lag luam ib ncig ntawm $ 31.65 rau hnub Monday nrog a tus nqi-nyiaj tau los piv ib 27.28,a tus nqi-phau ntawv piv txwv ntawm 1.67 thiab a tus nqi-muag piv ntawm 9.92.

Raws li cov GF Tus nqi Kab, cov Tshuag zoo li me ntsis undervalued.

Tebchaws Asmeskas Bancorp

Buffett tau txwv US Bancorp (USB, nyiaj txiag) tuav los ntawm 35.07%, muag 42.01 lab shares thiab cuam tshuam cov peev txheej los ntawm -0.65%. Cov Tshuag pauv rau tus nqi nruab nrab ntawm $ 46.27 ib feem ntawm lub quarter.

Tom qab lwm qhov txo qis hauv Lub Kaum Hli, tam sim no guru tuav 53.04 lab shares, uas ua rau 0.76% ntawm cov peev txheej. Nws tau nce kwv yees li 38.73% ntawm kev nqis peev txog tam sim no.

Lub tsev txhab nyiaj nyob hauv Minneapolis muaj $ 65.15 nphom kev lag luam cap; nws cov shares tau ua lag luam ib ncig ntawm $ 43.85 rau hnub Monday nrog a tus nqi-nyiaj tau los piv ib 10.42,a tus nqi-phau ntawv piv txwv ntawm 1.60 thiab a tus nqi-muag piv ntawm 2.77.

cov GF Tus nqi Kab qhia tias cov khoom lag luam qis qis qis qis.

Activision los daus loj

Kev cuam tshuam txog kev ncaj ncees los ntawm -0.21%, tus neeg ua lag luam poob qis rau Activision Blizzard (ATVI, nyiaj txiag) ceg txheem ntseeg los ntawm 12.07%, muag 8.3 lab shares. Thaum lub sij hawm peb lub hlis twg, shares pauv rau tus nqi nruab nrab ntawm $78.30 txhua.

Berkshire tam sim no tuav 60.14 lab shares tag nrho, uas sawv cev rau 1.51% ntawm cov peev txheej. Txog tam sim no, GuruFocus cov ntaub ntawv qhia tau hais tias Buffett tau poob kwv yees li 1.58% ntawm kev nqis peev, uas tam sim no yog thib cuaj-loj tshaj tuav.

Lub Santa Monica, California-based video game tshaj tawm, uas tau los ntawm MicrosoftMSFT
Corp. (MSFT, nyiaj txiag), muaj kev lag luam cap ntawm $57.88 billion; nws cov shares tau ua lag luam nyob ib ncig ntawm $ 73.96 hnub Monday nrog a tus nqi-nyiaj tau los piv ib 34.72,a tus nqi-phau ntawv piv txwv ntawm 3.08 thiab a tus nqi-muag piv ntawm 7.89.

Raws li cov GF Tus nqi Kab, cov khoom lag luam raug nqi tam sim no.

Bank ntawm New York Mellon

Tus guru muag 10.15 lab shares ntawm Bank of New York Mellon (BK, nyiaj txiag), cuam tshuam rau kev ncaj ncees cov ntaub ntawv los ntawm -0.14% thiab shrinking txoj hauj lwm los ntawm 14.02%. Thaum lub sij hawm peb lub hlis twg, cov Tshuag pauv rau ib tug nruab nrab nqi ntawm $42.63.

Tam sim no nws tuav 62.21million shares tag nrho, xav txog 0.81% ntawm cov peev txheej. GuruFocus kwv yees nws tau nce 1.02% ntawm kev nqis peev ntev.

Lub tuam txhab peev hauv lub hauv paus hauv New York muaj $ 35.22 nphom kev lag luam cap; nws cov shares tau ua lag luam nyob ib ncig ntawm $ 43.58 hnub Monday nrog a tus nqi-nyiaj tau los piv ib 13.25,a tus nqi-phau ntawv piv txwv ntawm 1.01 thiab a tus nqi-muag piv ntawm 2.22.

Raws li cov GF Tus nqi Kab, cov Tshuag zoo li me ntsis undervalued tam sim no.

General cov Motors lwm yam

Buffett txiav nws General Motors (GM, nyiaj txiag) txoj hauj lwm los ntawm 5.44%, muag 2.87 lab shares. Qhov kev lag luam cuam tshuam rau cov khoom lag luam ncaj ncees los ntawm -0.03%. Cov Tshuag pauv rau tus nqi nruab nrab ntawm $ 36.70 ib feem ntawm lub quarter.

Tam sim no nws muaj tag nrho ntawm 50 lab shares, muab nws 0.54% qhov chaw nyob rau hauv cov ntaub ntawv sib npaug. GuruFocus hais tias nws tau nce txog 33.25% ntawm kev nqis peev hauv nws lub neej.

Lub automaker nyob rau hauv Detroit muaj kev lag luam cap ntawm $ 56.73 billion; nws cov shares tau ua lag luam nyob ib ncig ntawm $ 39.93 hnub Monday nrog a tus nqi-nyiaj tau los piv ib 6.78,a tus nqi-phau ntawv piv txwv ntawm 0.86 thiab a tus nqi-muag piv ntawm 0.41.

cov GF Tus nqi Kab qhia tias cov Tshuag tam sim no qis qis qis.

Kroger

Kroger (KR, nyiaj txiag) ceg txheem ntseeg raug txo 4.14%, txo 2.16 lab shares. Kev lag luam ntawm tus nqi nruab nrab ntawm $ 47.51 hauv peb lub hlis twg, qhov kev sib pauv tau cuam tshuam ntawm -0.03%.

Buffett tam sim no tuav 50.3 lab shares, ua 0.74% ntawm cov peev txheej. Nws tau nce 47.472% ntawm kev nqis peev txog tam sim no.

Cov khw muag khoom noj khoom haus, uas yog lub hauv paus hauv Cincinnati, muaj $ 33.33 billion lub khw muag khoom; nws cov shares tau ua lag luam nyob ib ncig ntawm $ 46.56 hnub Monday nrog a tus nqi-nyiaj tau los piv ib 14.15,a tus nqi-phau ntawv piv txwv ntawm 3.45 thiab a tus nqi-muag piv ntawm 0.24.

Raws li cov GF Tus nqi Kab, cov khoom lag luam raug nqi tam sim no.

Saib tag nrho ntawm Buffett cov ntaub ntawv no.

Tshaj tawm

Kuv / peb tsis muaj txoj haujlwm hauv ib qho khoom lag luam tau hais tseg, thiab tsis muaj kev npaj yuav yuav ib txoj haujlwm tshiab hauv cov khoom lag luam uas tau hais hauv 72 teev tom ntej.