Qhov no tau dhau ib xyoos rau Berkshire Hathaway thiab CEO Warren Buffett. Lub tuam txhab tau tshaj tawm nws cov kev nqis peev hauv lwm lub tuam txhab thaum kawg ntawm lub quarter thib peb, thiab ib lub npe - thiab ib qho kev lag luam - sawv tawm.
Berkshire qhib peb txoj haujlwm tshiab hauv lub quarter thib peb:
| lub tuam txhab | Ticker | Tus nqi ntawm Berkshire txoj kev tuav pov hwm - Cuaj hlis 30 ($mil) | Berkshire cov tswv cuab ceg txheem ntseeg | Tag nrho xa rov qab - 2022 txog Kaum Ib Hlis 15 |
| Taiwan Semiconductor Manufacturing Co. Ltd. ADR | TSM,
+ 10.52% | $4,118 | 1.16% | -39% |
| Louisiana-Pacific Corp. | LPX,
+ 7.84% | $297 | 7.85% | -24% |
| Jefferies Financial Group Inc. | YEEB,
+ 2.11% | $13 | 0.19% | -2% |
| Qhov chaw: Berkshire Hathaway 13F filings, FactSet |
Nyem rau ntawm tus zauv kom paub ntau ntxiv txog txhua lub tuam txhab. nyeem Tomi Kilgore cov ncauj lus kom ntxaws qhia txog cov ntaub ntawv muaj txiaj ntsig pub dawb ntawm nplooj ntawv MarketWatch.
Cov ntaub ntawv 13F tsis tau hais meej meej thaum twg cov khoom tau yuav, tab sis Berkshire tau tsim nws $ 4.1 billion txoj haujlwm hauv Taiwan Semiconductor
TSM,
+ 10.52%
Tom qab kev lag luam semiconductor tau poob nyuaj. Kev tsim khoom lag luam semiconductor tau ib txwm ua lag luam kev lag luam thiab TSM yog cov khoom tsim ntau tshaj plaws ntawm cov tshuab computer hauv ntiaj teb.
" "Peb lub hom phiaj yog qhov me me: Peb tsuas yog sim ua kom ntshai thaum lwm tus neeg siab hlob thiab siab hlob tsuas yog thaum lwm tus ntshai.""
- Berkshire Hathaway CEO Warren Buffett hauv nws tsab ntawv xyoo 1986 rau cov tswv cuab.
Semiconductor cov khoom lag luam poob qis thaum cov tub ua lag luam pom tias cov pab pawg tau nkag mus rau lub voj voog qis. Lub iShares Semiconductor ETF ntaus nws 2022 kaw qis thaum Lub Kaum Hli 14 thaum nws poob 44% rau lub xyoo, ua ntej nce 25% txog Lub Kaum Ib Hlis 14.
Thaum SOXX tsoo hauv qab, Taiwan Semiconductor tau raug ntaus hnyav dua, nrog rau 46% poob, tej zaum yuav cuam tshuam txog kev ntxhov siab ntawm Tuam Tshoj thiab Asmeskas dhau ntawm Tuam Tshoj txoj kev thov rau Taiwan. (Tag nrho cov nyiaj rov qab nyob rau hauv tsab xov xwm no suav nrog cov nyiaj faib rov qab.)
Taiwan Semiconductor poob rau nws 2022 qis thaum Lub Kaum Ib Hlis 3 thaum nws poob 49% rau xyoo. Berkshire tau tsim nws txoj haujlwm hauv TSM qee lub sijhawm thaum Lub Rau Hli 30, thaum cov khoom lag luam poob qis 35% rau 2022, thiab Cuaj Hlis 30, thaum nws poob 41% rau xyoo.
Nws zoo nkaus li Buffett lub sijhawm zoo heev, ua raws li ib feem ntawm lub tswv yim ntev uas nws tau tham hauv nws lub xyoo tsab ntawv tuaj rau cov tswv uas tau suav nrog Berkshire daim ntawv tshaj tawm xyoo 1986. Buffett tau piav qhia tias kev cuam tshuam kev lag luam tsis muaj peev xwm ua tau.
Nws tau sau tias "Peb lub hom phiaj yog kev coj ncaj ncees: Peb tsuas yog sim ua kom ntshai thaum lwm tus neeg siab hlob thiab siab hlob tsuas yog thaum lwm tus ntshai," nws sau.
Koj tuaj yeem pom tag nrho cov npe ntawm Buffett cov ntawv rau cov tswv lag luam no.
Thiab tam sim no, nrog Thawj Tswj Hwm Biden hais nws tsis cia siab tias yuav muaj kev sim sai los ntawm Tuam Tshoj los txeeb Taiwan Tom qab nws ntsib nrog Suav Thawj Tswj Hwm Xi Jinping, ua raws li Berkshire qhov kev tshaj tawm (ob qho tib si thaum Lub Kaum Ib Hlis 14), feem ntawm TSM tau nce siab thaum Lub Kaum Ib Hlis 15.
Nyeem: Kev ua tau zoo thiab cov nyiaj faib siab tau teeb tsa tsib cov khoom lag luam semiconductor sib nrug los ntawm cov neeg ua haujlwm tsis zoo
Lwm cov khoom lag luam Berkshire ntxiv rau, muag lossis txiav
Thaum lub quarter thib peb, Berkshire tau ntxiv rau nws cov tuav ntawm cov khoom lag luam hauv qab no. Lawv raug txheeb xyuas los ntawm tus nqi lag luam ntawm kev tuav pov hwm txij li lub Cuaj Hlis 30:
| lub tuam txhab | Ticker | Tus nqi ntawm Berkshire txoj kev tuav pov hwm - Cuaj hlis 30 ($mil) | Tus nqi ntawm Berkshire txoj kev tuav pov hwm - Lub Rau Hli 30 ($mil) | Qhia tawm tswv cuab – Cuaj hlis 30 | Tag nrho xa rov qab - 2022 txog Kaum Ib Hlis 15 |
| Chevron Corp. | XWV,
+ 0.80% | $23,757 | $23,373 | 8.55% | 63% |
| Chaw Raug Kev Lag Luam Roj. | OXY,
+ 1.57% | $11,943 | $9,335 | 21.38% | 154% |
| Paramount Ntiaj teb no Chav B | PARA,
+ 5.14% | $1,737 | $1,935 | 14.99% | -37% |
| Celanese Corp. | CE,
-2.10% | $877 | $1,077 | 8.96% | -36% |
| RH | HR,
+ 3.81% | $581 | $461 | 9.95% | -47% |
| Qhov chaw: Berkshire Hathaway 13F filings, FactSet |
Thaum Berkshire ntxiv rau nws cov tuav ntawm Paramount Global
PARA,
+ 5.14%
thiab Celanese Corp.
CE,
-2.10%
Thaum lub quarter thib peb, lub Cuaj Hlis 30 txoj hauj lwm qhov tseem ceeb tau nqis los ntawm Lub Rau Hli 30 vim tias cov khoom lag luam tau poob 22% thiab 23%, feem.
Berkshire tau muag tag nrho nws cov feem ntawm Store Capital Corp. thaum lub quarter thib peb. Txoj haujlwm no tau muaj nuj nqis ntawm $ 385 lab thaum Lub Rau Hli 30.
Nov yog lwm cov haujlwm hauv Tshuag Berkshire muag ib nrab thaum lub quarter thib peb:
| lub tuam txhab | Ticker | Tus nqi ntawm Berkshire txoj kev tuav pov hwm - Cuaj hlis 30 ($mil) | Tus nqi ntawm Berkshire txoj kev tuav pov hwm - Lub Rau Hli 30 ($mil) | Qhia tawm tswv cuab – Cuaj hlis 30 | Tag nrho xa rov qab - 2022 txog Kaum Ib Hlis 15 |
| General Motors Co. | gm,
+ 0.78% | $1,605 | $1,971 | 3.43% | -32% |
| Kroger Co. | KR,
+ 0.67% | $2,199 | $2,744 | 7.02% | 5% |
| Nyiaj Txiag ntawm New York Mellon Corp. | BK,
+ 0.57% | $2,396 | $3,018 | 7.70% | -23% |
| Tebchaws Asmeskas Bancorp | USB,
-0.18% | $3,136 | $5,818 | 5.24% | -20% |
| Kev Lom Zem Los daus loj Inc. | ATVI, UA
-0.11% | $4,471 | $5,326 | 7.69% | 12% |
| Qhov chaw: Berkshire Hathaway 13F filings, FactSet |
Berkshire qhov kev ua tau zoo: Yuav ua li cas so yooj yim dua
Nov yog daim duab tsib xyoos uas qhia txog kev rov qab los ntawm Berkshire's Class B
BRKB,
+ 0.35%
shares tawm tsam tus qauv S&P 500
SPX,
+ 0.87%
mus txog 14 Kaum Ib Hlis:
Berkshire tsib xyoos tag nrho rov qab los tau me ntsis siab dua li ntawm S&P 500. Tej zaum koj thawj qhov kev tshwm sim yog tias qhov kev ua tau zoo no tsis muaj dab tsi txaus siab rau.
Yog tias koj tau saib tib lub tsib xyoos ntawm Berkshire qhov kev ua tau zoo tiv thaiv qhov ntsuas ib xyoos dhau los, koj yuav tau pom Berkshire 81% rov qab los tom qab 136% rov qab los rau S&P 500 thiab tej zaum yuav tau mus rau hauv lub tswv yim tias Buffett tus nqi nqis peev. twb tawm lawm.
Tab sis xyoo dhau los, S&P 500 tau poob 14%, thaum Berkshire's Class B shares tau rov qab los 8.5%.
Rau ntau tus tub ua lag luam, kev muaj peev xwm pw tsaug zog zoo dua thaum hmo ntuj yuav ua rau Buffett qhov txiaj ntsig zoo dua.
Nco tsis tau: Yuav ua li cas cov 22 tech stocks sawv tawm ntawm pob nyiaj tau los lub caij no
Warren Buffett's chip-stock purchase yog ib qho piv txwv classic ntawm vim li cas koj xav 'greedy tsuas yog thaum lwm tus ntshai'
Qhov no tau dhau ib xyoos rau Berkshire Hathaway thiab CEO Warren Buffett. Lub tuam txhab tau tshaj tawm nws cov kev nqis peev hauv lwm lub tuam txhab thaum kawg ntawm lub quarter thib peb, thiab ib lub npe - thiab ib qho kev lag luam - sawv tawm.
Nyob rau hauv nws cov 13 F daim ntawv nrog lub Securities thiab Exchange Commission thaum Lub Kaum Ib Hlis 14, Berkshire nthuav tawm kev nqis peev hauv 50 cov khoom lag luam txij li lub Cuaj Hlis 30 nrog rau kev ua lag luam ua ke ntawm $ 296.1 billion.
Berkshire qhib peb txoj haujlwm tshiab hauv lub quarter thib peb:
Nyem rau ntawm tus zauv kom paub ntau ntxiv txog txhua lub tuam txhab. nyeem Tomi Kilgore cov ncauj lus kom ntxaws qhia txog cov ntaub ntawv muaj txiaj ntsig pub dawb ntawm nplooj ntawv MarketWatch.
Cov ntaub ntawv 13F tsis tau hais meej meej thaum twg cov khoom tau yuav, tab sis Berkshire tau tsim nws $ 4.1 billion txoj haujlwm hauv Taiwan Semiconductor
+ 10.52%
TSM,
Tom qab kev lag luam semiconductor tau poob nyuaj. Kev tsim khoom lag luam semiconductor tau ib txwm ua lag luam kev lag luam thiab TSM yog cov khoom tsim ntau tshaj plaws ntawm cov tshuab computer hauv ntiaj teb.
" "Peb lub hom phiaj yog qhov me me: Peb tsuas yog sim ua kom ntshai thaum lwm tus neeg siab hlob thiab siab hlob tsuas yog thaum lwm tus ntshai.""
- Berkshire Hathaway CEO Warren Buffett hauv nws tsab ntawv xyoo 1986 rau cov tswv cuab.
Semiconductor cov khoom lag luam poob qis thaum cov tub ua lag luam pom tias cov pab pawg tau nkag mus rau lub voj voog qis. Lub iShares Semiconductor ETF ntaus nws 2022 kaw qis thaum Lub Kaum Hli 14 thaum nws poob 44% rau lub xyoo, ua ntej nce 25% txog Lub Kaum Ib Hlis 14.
Thaum SOXX tsoo hauv qab, Taiwan Semiconductor tau raug ntaus hnyav dua, nrog rau 46% poob, tej zaum yuav cuam tshuam txog kev ntxhov siab ntawm Tuam Tshoj thiab Asmeskas dhau ntawm Tuam Tshoj txoj kev thov rau Taiwan. (Tag nrho cov nyiaj rov qab nyob rau hauv tsab xov xwm no suav nrog cov nyiaj faib rov qab.)
Taiwan Semiconductor poob rau nws 2022 qis thaum Lub Kaum Ib Hlis 3 thaum nws poob 49% rau xyoo. Berkshire tau tsim nws txoj haujlwm hauv TSM qee lub sijhawm thaum Lub Rau Hli 30, thaum cov khoom lag luam poob qis 35% rau 2022, thiab Cuaj Hlis 30, thaum nws poob 41% rau xyoo.
Nws zoo nkaus li Buffett lub sijhawm zoo heev, ua raws li ib feem ntawm lub tswv yim ntev uas nws tau tham hauv nws lub xyoo tsab ntawv tuaj rau cov tswv uas tau suav nrog Berkshire daim ntawv tshaj tawm xyoo 1986. Buffett tau piav qhia tias kev cuam tshuam kev lag luam tsis muaj peev xwm ua tau.
Nws tau sau tias "Peb lub hom phiaj yog kev coj ncaj ncees: Peb tsuas yog sim ua kom ntshai thaum lwm tus neeg siab hlob thiab siab hlob tsuas yog thaum lwm tus ntshai," nws sau.
Koj tuaj yeem pom tag nrho cov npe ntawm Buffett cov ntawv rau cov tswv lag luam no.
Thiab tam sim no, nrog Thawj Tswj Hwm Biden hais nws tsis cia siab tias yuav muaj kev sim sai los ntawm Tuam Tshoj los txeeb Taiwan Tom qab nws ntsib nrog Suav Thawj Tswj Hwm Xi Jinping, ua raws li Berkshire qhov kev tshaj tawm (ob qho tib si thaum Lub Kaum Ib Hlis 14), feem ntawm TSM tau nce siab thaum Lub Kaum Ib Hlis 15.
Nyeem: Kev ua tau zoo thiab cov nyiaj faib siab tau teeb tsa tsib cov khoom lag luam semiconductor sib nrug los ntawm cov neeg ua haujlwm tsis zoo
Lwm cov khoom lag luam Berkshire ntxiv rau, muag lossis txiav
Thaum lub quarter thib peb, Berkshire tau ntxiv rau nws cov tuav ntawm cov khoom lag luam hauv qab no. Lawv raug txheeb xyuas los ntawm tus nqi lag luam ntawm kev tuav pov hwm txij li lub Cuaj Hlis 30:
Thaum Berkshire ntxiv rau nws cov tuav ntawm Paramount Global
+ 5.14%
-2.10%
PARA,
thiab Celanese Corp.
CE,
Thaum lub quarter thib peb, lub Cuaj Hlis 30 txoj hauj lwm qhov tseem ceeb tau nqis los ntawm Lub Rau Hli 30 vim tias cov khoom lag luam tau poob 22% thiab 23%, feem.
Berkshire tau muag tag nrho nws cov feem ntawm Store Capital Corp. thaum lub quarter thib peb. Txoj haujlwm no tau muaj nuj nqis ntawm $ 385 lab thaum Lub Rau Hli 30.
Nov yog lwm cov haujlwm hauv Tshuag Berkshire muag ib nrab thaum lub quarter thib peb:
Berkshire qhov kev ua tau zoo: Yuav ua li cas so yooj yim dua
Nov yog daim duab tsib xyoos uas qhia txog kev rov qab los ntawm Berkshire's Class B
+ 0.35%
+ 0.87%
BRKB,
shares tawm tsam tus qauv S&P 500
SPX,
mus txog 14 Kaum Ib Hlis:
FactSet
Berkshire tsib xyoos tag nrho rov qab los tau me ntsis siab dua li ntawm S&P 500. Tej zaum koj thawj qhov kev tshwm sim yog tias qhov kev ua tau zoo no tsis muaj dab tsi txaus siab rau.
Yog tias koj tau saib tib lub tsib xyoos ntawm Berkshire qhov kev ua tau zoo tiv thaiv qhov ntsuas ib xyoos dhau los, koj yuav tau pom Berkshire 81% rov qab los tom qab 136% rov qab los rau S&P 500 thiab tej zaum yuav tau mus rau hauv lub tswv yim tias Buffett tus nqi nqis peev. twb tawm lawm.
Tab sis xyoo dhau los, S&P 500 tau poob 14%, thaum Berkshire's Class B shares tau rov qab los 8.5%.
Rau ntau tus tub ua lag luam, kev muaj peev xwm pw tsaug zog zoo dua thaum hmo ntuj yuav ua rau Buffett qhov txiaj ntsig zoo dua.
Nco tsis tau: Yuav ua li cas cov 22 tech stocks sawv tawm ntawm pob nyiaj tau los lub caij no
Tau qhov twg los: https://www.marketwatch.com/story/warren-buffetts-chip-stock-purchase-is-a-classic-example-of-why-you-want-to-be-greedy-only-when- others-are-fearful-11668526053?siteid=yhoof2&yptr=yahoo