Mutsamba yaro yegore negore kune vane masheya, Warren Buffett Akaratidza kuvapo kwe "giants" yeBerkshire Hathaway: mari ina "inomiririra chikamu chikuru cheBerkshire kukosha." Forks apuro uyo anogara pachinzvimbo chechipiri, zvisinei nemamiriro ezvinhu. Tinogona kutaura kuti kukosha kwepamusoro kuri kukwikwidzana nekukwanisa kwekukura kwemari. Saka isu takasarudza kutarisa kuti sei Berkshire ichigona kunamatira neiyo iPhone stock kuburikidza nehupamhi uye hutete, uye kana iwe uchigonawo.
Chii chinonzi bhizinesi reApple? 💲
Warren Buffett agara achitaura kuti haadi kuisa mari mumakambani etekinoroji nekuti haaanzwisise (Sarudzo yakachenjera chaizvo...). Asi, senge chero nyanzvi huru, anga achitora chikamu chesarudzo dzake dzekudyara muzvikamu izvi kuvadzidzi vake vanonyanya ruzivo nezvenyaya iyi, vachiunganidza 5,6% yezvikamu zvese zveApple. (44% yeOracle yeOmaha stock portfolio).
Apple's bhizinesi modhi yakagara iri nyore: yakavakirwa pakutengesa michina yakaita sePhones, iMacs, iPads, Macbooks uye Apple Watches. Nekudaro, mukati memakore mashoma apfuura kambani yakachinjisa kutarisa kwayo kune imwe mhando yemasevhisi, kusanganisira iyo App Store, Apple Music, Apple TV, nezvimwe. Chikamu chimwe chete muzvina chevashandisi veApple chakabhadhara ingangoita imwe yeaya masevhisi muna 2018, asi iyo nhamba inogona kunge yakawedzera kubva ipapo. Mushure mezvose, mari kubva muchikamu ichocho yakakwira kubva pamadhora mabhiriyoni makumi mana muna 40 kusvika pamadhora mabhiriyoni makumi manomwe gore rapfuura. Isu tinofanirwa kuyeuka kuti mari kubva kumasevhisi yakakosha sezvo ivo vachinyanya kugadzira purofiti yekambani. Zvigadzirwa zveApple zvemuviri zvinoburitsa gross margin ye2018%, nepo masevhisi ayo achiburitsa gross margin ye70%. Zvinhu zvese zvakaenzana, iyo yakakwira mari kubva kumasevhisi (inenge 35%), iyo yakakwira purofiti yeApple, iyo inoshandura zvakananga kune yakawanda purofiti uye yakawanda mari.
Berkshire inoda chii nezveApple? 🥰
Gore rapfuura, Apple yakabhadhara mari inosvika gumi neshanu muzana yemapurofiti ayo muzvikamu, zvakaenzana ne15% kupfuura gore rapfuura uye 7% yakawanda paavhareji pagore mumakore mashanu apfuura. Neraki, nhamba idzi hadzina kukanganisa mutengo wekugovana, sezvo dzichimiririra chete 9% yehuwandu hwemusika kukosha kweApple. Asi kana iwe uri shareholder yakakura se Berkshire Hathaway (whale ichitaura zvakajeka ...) Isu tinofanirwa kuterera, nekuti kambani yakagamuchira $785 miriyoni muzvikamu kubva kuApple gore rapfuura. Sezvineiwo, the great Warren Buffett anonyanya kufarira nezve share buybacks yaakaita muApple, nekuti nekushandisa mari iripo kutenga zvakare migove yake, Apple inoderedza inowanikwa migove yekugovera uye inokonzeresa kukwira kwemutengo. Kukosha kweApple hakuchinje). Iyo inzira inoshanda yekupa mubairo vatengesi, sezvo share buybacks kazhinji isingakweve mutero wakafanana semari yekugovera. Pamusoro pezvo, vatengesi vanochengeta migove yavo kuburikidza nekutenga bhenefiti kubva mukuwedzera kuenzanirana kwavo muridzi wekambani. Saka gore rino, Berkshire ichagamuchira yakatokura chikamu chemigove yeApple, ichityaira denderedzwa remari uye kukoshesa mari mari yedu.
Totenga seBuffett here?🤔
Vanenge vese vanoisa mari vane ziso ravo pane izvo Berkshire Hathaway iri kutenga nekutengesa, uye vamwe vanototeedzera zvisiri izvo Oracle yeOmaha firm kwese kwavanoenda. Uye kune zvikonzero zvakawanda zvekutevera zano reBerkshire paApple. Kune rimwe divi, kambani iri kuita isingaite cyclical uye inodzivirira zvakanyanya nekuda kwechikamu chayo chiri kukura chemari yemasevhisi. Izvi zviri kubatsira kuita kuti purofiti yeApple iwedzere kufungidzirwa, sekunyoreswa kumasevhisi seApple Music kunowanzoita kushoma. Kune izvi isu tinofanirwa kuwedzera kuti Apple iri kugovera migove nekuwedzera kweramangwana fungidziro, uye kana mutengo wekugova ukadonha, ivo vanozonyanya kutaridzika zvine chekuita nekukosheswa kwekambani. Ehe, migove yeApple parizvino iri kutengeserana pachiyero-mubairo (PER) yex26, iri pamusoro peavhareji yepasi rose tekinoroji stocks pax22. Apple inotarisirwa kuendesa pazasi-avhareji yekutengesa uye kukura kwemari mukati megore rinotevera, izvo zvinogona kutitungamira kutarisira kuti kukosha kwayo kuderera pamwero mumwe chete.
Naizvozvo, mukushaikwa kwekushamisika kwakanaka kubva kumari yeApple, mutengo wayo wemasheya unogona kuuya mukumanikidzwa gore rino. Nekune rimwe divi, Apple ine nhoroondo yekugara ichipfuura zvayaitarisira, saka zvakawoma kutonga kunze iyo tech hofori ichiri pakukura kwayo kweramangwana.