Warren Buffett yog lub npe hu ua tus neeg sib tham nyuaj, thiab qhov ntawd tau pom tseeb hauv
Buffett ntsib Joe Brandon, CEO ntawm Alleghany (ticker: Y), noj hmo hauv New York hnub Monday, Peb Hlis 7, raws li daim ntawv tso cai sib koom ua ke tau thov rau hnub Monday lig. Buffett tau thov kom yuav Alleghany rau $ 850 ib feem ntawm cov nyiaj ntsuab tsawg dua tus nqi them rau tus kws pab nyiaj txiag. Qhov kev pom zoo tau tshaj tawm ob lub lis piam tom qab.
Ntawm lub rooj sib tham ntawd, Buffett tau txais txoj cai rau lub ntsiab lus tom qab tus neeg sawv cev tau piav qhia tias "kev sib tham tsis sib xws" nrog Brandon, uas tau ua haujlwm rau Berkshire (BRK.A thiab BRK.B) ua CEO ntawm nws General Re insurance unit.
Tus nqi cog lus yog $ 848.02, uas yog $ 850 ib feem rho tawm tus nqi qhia nyiaj txiag ntawm $ 27 lab them rau Goldman Sachs, lossis $ 1.98 ib qho Alleghany. Tus nqi deal yog $11.6 billion.
Brandon coj Berkshire lub tswv yim rau Alleghany lub rooj tsavxwm, thiab nws thiab Thawj Tswj Hwm Jefferson Kirby tom qab ntawd ya mus rau Omaha ntsib Buffett thaum Lub Peb Hlis 12. Kirby ntsib Buffett ib leeg thiab nug Buffett yog tias nws yuav nce tus nqi, tshem tawm qhov kev txiav tawm rau. tus nqi qhia nyiaj txiag, lossis suav nrog cov khoom lag luam.
“Mr. Buffett tau rov hais dua cov ntsiab lus ntawm nws qhov kev thov thawj zaug, qhia meej tias nws tsis xav hloov nws txoj haujlwm ntawm cov ntsiab lus no, "tus neeg sawv cev hais.
Kev sib tham ntawm Alleghany qhia tias Buffett, 91, yuav tsis tawm ntawm cov ntsiab lus tseem ceeb, suav nrog kev hais tsis kam koom nrog kev sib tw lag luam. Nrog Alleghany, nws tau ua ib qho kev coj-nws-lossis-tawm-nws lub tswv yim thiab yeej.
Buffett kuj ntxub tshaj tawm Berkshire Tshuag hauv deals. Cov khoom lag luam yuav tau txais txiaj ntsig zoo los ntawm kev them se rau lub sijhawm ntev Alleghany cov tuav uas tam sim no sawv los tshuav nqi se siab ntawm kev lag luam.
Buffett lub koob npe nrov tuaj yeem pab nws nrog Alleghany pawg thawj coj, uas tau txhawj xeeb tias yog nws hu rau lwm tus neeg muaj peev xwm twv tau tias Berkshire tuaj yeem thim nws qhov kev thov.
Thaum kawg, Alleghany tau pom zoo muag lub tuam txhab rau Berkshire rau $ 848.02 ib feem yam tsis muaj kev sib tw. Qhov kev pom zoo tau tshaj tawm thaum Lub Peb Hlis 21, ob lub lis piam tom qab lub rooj sib tham noj hmo ntawm Buffett thiab Brandon. Hloov chaw ntawm kev sib tw, Alleghany tau txiav txim siab tuav 25-hnub mus-khw lub sijhawm uas yuav xaus rau hnub Thursday, thiab Berkshire tau pom zoo tias yuav tsis muaj tus nqi tawg yog tias Alleghany tau txais cov lus pom zoo.
Alleghany's banker, Goldman Sachs, tau mus txog 23 tus neeg yuav khoom muaj peev xwm thiab yim tus neeg txhawb nqa nyiaj txiag thaum lub sijhawm mus tom khw.
Pawg Thawj Tswj Hwm Alleghany tau pom zoo rau Berkshire deal. Hauv nws qhov kev txiav txim siab, "Lub Rooj Tswjhwm Saib Xyuas tau txiav txim siab txog cov txiaj ntsig thiab cov nqi rau cov tswv lag luam ntawm kev ntes thiab ua kom muaj txiaj ntsig ntawm kev lag luam los ntawm Berkshire's tag nrho cov nyiaj ntsuab tawm tswv yim, piv rau cov kev pheej hmoo thiab cov cib fim txuas ntxiv ntawm ib leeg los yog thov cov lus pom zoo rau ntau yam kev hloov pauv. xws li kev muag lossis tig tawm ntawm ib lossis ntau dua ntawm lub tuam txhab kev lag luam. "
Lub tswv yim Berkshire tuaj yeem ua rau saum toj vim nws tsis yog tus nqi siab rau lub tuam txhab ntawm Alleghany qhov zoo. Berkshire tau them 1.26 npaug ntawm Alleghany lub xyoo kawg 2021 phau ntawv tus nqi ntawm $ 676 ib feem thiab tus nqi zoo sib xws tshaj nws cov nqi Tshuag ua ntej Berkshire deal tshaj tawm.
JMP Securities tus kws tshuaj ntsuam Matthew Carletti tau hu tus nqi "kev ncaj ncees tab sis tsis muaj tag nrho" rau Alleghany uas "tawm lub qhov rooj qhib rau kev sib tw sib tw." Nws tau sau tias Alleghany tuaj yeem muaj nqis tshaj $ 1,000 ib feem.
Barron tus tau sib cav tias Buffett tau txais kev nyiag vim yog Alleghany cov haujlwm tsis muaj kev pov hwm muaj txiaj ntsig. Kev hloov kho rau lawv tus nqi, Berkshire tuaj yeem them 1.1 npaug ntawm phau ntawv lossis tsawg dua rau Alleghany lub lag luam pov hwm kev lag luam tseem ceeb.
Alleghany Tshuag tiav hnub Monday ntawm $844.39, luv nqi me me rau tus nqi deal. Phab ntsa Street zoo li tau tso qhov tsis sib xws tsawg dua 50% uas qhov kev pom zoo tshaj plaws yuav tshwm sim rau Berkshire qhov kev thov.
Qhov ntawd yuav yog qhov yeej rau Buffett uas yuav tau txais tus nqi qis qis ntawm tus nqi pheej yig. Thiab Alleghany yuav muaj txiaj ntsig ntau dua hauv Berkshire dua li kev ywj pheej.
Berkshire cov tub ua lag luam tau nyiam qhov kev cia siab ntawm Alleghany deal raws li Berkshire chav kawm A Tshuag tau nce 3% txij li qhov kev pom zoo tau tshaj tawm rau $ 527,590.
Sau ntawv rau Andrew Bary ntawm [email tiv thaiv]