Sei Ishe Buffett vachingoerekana vatenga dipu?

The conglomerate of Warren Buffett, Berkshire Hathaway, aisanyatsofarira masheya panguva yedenda uye akataura pachena aifunga masheya zvikamu Vakanga vari kudhura zvakanyanya. Nekudaro, ikozvino iyo misika yakagadzirisa, yanga ichishandisa iyo kudonha kunge a mukana nokuti buy stock yemutengo we 51.000 mamiriyoni emadhora, yakawanda yakashandisa muchikamu chimwe chete kubva muna 2008. Saka ngationei kuti sei Oracle yeOmaha yakangoerekana yasarudza kutanga. buy zvakare uye chii chiri pane yekutenga rondedzero.

Buffett anozivei zvatisingazive isu? 🔮

Ngationei, anonyatsoziva zvakawanda pamusoro pezvinhu zvose kupfuura isu, nokuda kwechikonzero iye ndiye best investor ye20th century. Anozivikanwa zvakare nekupikisana nezviyo, kutenga apo vamwe vari kutengesa. Panguva imwe, kutenga nehasha kana mitengo of the makambani waunoda"vanowira pamakumbo ake” (Matauriro aBuffet), asi anoramba ari parutivi kana zvisiri izvo. Kubva padambudziko remari pasi rose, musika wakaona kukurumidza kuwedzera of the ratings of the zvikamu uye a kuwedzera kukwikwidza zvemapoka e Private capital. Uye izvo zvinoturikira mukati mikana mishoma iyo inosangana nesarudzo yaBuffett. Saka pane kutenga makambani akanaka a mitengo yakaipa, Berkshire yanga ichivaka homwe yemari inoshamisa yekudyara, yakagadzirira kusimuka kana nguva yakwana.

Gore rino, pamwe ne mareti emari Taller and the inflation kurema pamusika, zvinoita sekunge zvinhu zvakaenderana nekufamba kwenguva. Oracle yakashandisa chinenge chikamu chimwe muzvitatu chehomwe yemari iyoyo kutenga migove muchikamu chekutanga; Zvinoita sokuti vanogona pakupedzisira buy vamwe makuru makambani a mutengo unokwezva.

Saka Buffett anga achitengei?🎯

Kana paine chikamu chimwe icho Buffett anoita seanonyanya kutaridzika iye zvino, ndizvo nesimba. Berkshire yakawedzera kubata kwayo mune ese ari maviri Western Petroleum (OXY) sezvazviri ChevronCVX), iyo zvino inomiririra yake nzvimbo yechitatu pakukura. Ose ari maviri akanaka inflation hedge nokuti wavo mari Vanobatsirwa zvakananga kubva kune mitengo yepamusoro yesimba. Asi Chevron Iyo ine zvakare mamwe mapoinzi enyeredzi:

• Iyo ine yakasarudzika manejimendi timu (chimwe chinhu chakakosha kuBuffett)
• Mugove wakakwira uye wakagadzikana wakaramba uchiwedzera chikamu chayo uye, kusiyana nemamwe maoiri makuru, hauna kudzikisira muna 2020.
• Kudzoka kwepamusoro pane avhareji yemari yakasimwa mari.

Icho chokwadi chekuti kambani inoshanda mukati mese keteni yekugovera (iyo "yakabatanidzwa zvizere") inozviitawo yakawanda inokwanisa kukunguruka nezvibhakera kana paine yakakwira mari yekuwedzera kana kudzoreredza cheni. Kunze kwesimba, Berkshire yatora nzvimbo yekuda kuziva uye inonakidza mukati Activision (ATVI), mugadziri wemutambo wevhidhiyo ari kumashure "Kudevedzwa pabasa"Uye"World pamusoro Warcraft”. Uyu ndiwo mutambo wakachena wekubatanidza arbitrage: Microsoft vakabvuma kutenga Activision pamutengo we $ 95 pamugove wega wega, asi migove yayo parizvino iri kutengeswa pairi $ 78. Kana chibvumirano chikaitwa (sezvaitarisirwa), Buffett inogona kugadzira kudzoka kwe 21% kubva pamitengo yazvino, purofiti yekutenderera $ 1200 mamirioni neinvestment ye $ 5600 mamirioni.

Yekupedzisira yakakosha kuwedzera yaive HP (HPQ), naBuffett vachitenga danda mu 11,5% pakombiyuta uye mugadziri weprinta. HP bhizinesi akura uye anodzivirira, iyo inobhadhara a high dividend goho (pedyo a 2,6% zvakarongwa gore rinouya) uye kubatsirwa kubva yakagadzikana kubuda kwemari y miganho pamusoro peavhareji. Nehunyanzvi iyo tekinoroji stock, asi haifarire kufamba zvakanyanya neiyo kushandiswa kwevatengiry inogona kunge yakanaka yakasimba hongu iyo hupfumi hunoderera. 2

Chii chimwe chine Oracle mune yake portfolio?💼

Buffett ndiye investor inochengetedza uye yekuongorora Uyo anoda kuisa mari mumakambani vane a zvakajeka mukana, zvaanoti "economic moat«, nezvevakwikwidzi vake. Kupfuura iye kukura kana the kukosha Pamusoro pazvo, rinonyanya kusimbisa kutenga makambani , que vari muchimiro de vanotonga misika yavo kwemakumi emakore. Saka hazvishamisi kuti Berkshire's top holdings inosanganisira American references Chemhondoro Coca-Cola, Kraft Heinz, Bank of America y American Express. Nzvimbo yake huru kupfuura dzose, apuro, inokwana zvakakwana muOracle's thesis: kambani ine micheto inoyevedza y yakasimba mari inoyerera,uye ndizvo kuwedzera su migove nekukasira.

Saka isu toshandisa sei mukana uyu?🧩

Buffett, parizvino ane makore makumi mapfumbamwe nerimwe ekuzvarwa, haasati ambozviti ishasha pamisika kana kuvhura academy yekudyara. zvinyorwa inoratidza kuti yakanaka wedzera nzvimbo dzako apo iyo zvikamu ndizvo cheap uye nokuda gadzira mari yekuchengetedza kana vari overvalued. Saka kana Buffett ari kutenga masheya zvakare, izvo zvinoratidza kuti haasi ese masheya akawandisa. Izvo zvakakoshawo kutarisa, kunze kweiyo masheya anotenga Buffett, paanovatenga. Zvaunoda ikozvino zviito zvinopikisa to the mutsauko y nemishonga to the inflation, semuenzaniso, inoratidza kuti zvimwe uri kunetseka nezve kutyisidzira of the stagflation, iyo combo iri kure nekuve yakanaka high inflation y kukura kwakaderera. Kana iwe uchida kuisa mari saBuffett, nhau dzakanaka ndedzekuti unogona kuzviita. Buffett anofarira ramba wakamuka su chinzvimbo panguva zvikamu zvakawanda kana, pane dzimwe nguva, makore. Tinogona kutevedzera zvaunoita, kunyangwe mavhiki wapedza kuzviita. The yapfuura list and the zviito zvina izvo zvatakasimbisa zvakanaka kutanga nokuti tanga. Kana kuti taingotenga Berkshire Hathaway (BRK-B), kuva muridzi wepodfolio yakafanana naBuffett.