저자: Kendrick · 외국인
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찰리 멍거가 코스트코와 버크셔 해서웨이를 매수하고 있으니 두 종목에 주목할 만하다는 영상. 코스트코: 회원제 창고형 할인점으로 연회비 60달러 기반의 안정적 매출이 강점. 2014년 7,600만 명에서 2022년 1억 1,800만 명 수준으로 회원 수가 꾸준히 증가. 연회비 매출은 약 71억 3,400만 달러로 추산. 주가 약 547.60달러, 1년 +10.28%, 5년 +137.5%. 시가총액 약 2,424억 달러, PE 약 38.68. 전 세계 861개 창고, 이 중 미국 591개. 멍거는 2022년 11월 기준 코스트코 약 18,718주(약 9,500만 달러) 보유로 언급되며, 버크셔 주식은 약 4,033주(2023년 10월 기준 약 21억 달러)를 보유한 것으로 소개. 버크셔 해서웨이: ETF처럼 여러 종목을 담은 구조. 상위 보유 종목은 애플 약 51%, 뱅크오브아메리카 약 8.5%, 아메리칸익스프레스 약 7.6%, 코카콜라, 셰브론 순. 클래스A 주가 약 22,700달러, 클래스B는 약 336달러로 1년 +15.97%, 5년 +62.73%. 영상 제작자는 현재 미보유이며 조정 시 매수 고려. 리스크: 코스트코는 단일 종목 집중 리스크가 있고, 버크셔는 애플 비중이 절반 가까이 되어 애플 의존도가 높다는 점을 언급. 결론: 두 종목 모두 장기 보유 관점에서 긍정적이라는 입장.
다듬은 글
in the world of investing finding that one golden stock could set you up for early financial success similar to finding a needle a haast stack but what if I told you that Charlie Munger an American businessman and investor worth over $2.5 billion is aggressively buying these two golden stocks these two stocks are showing great growth and unbeatable potential year after year Charlie Munger is a billionaire so he definitely knows some stuff that the average people does not and there's a reason why he is currently buying two stocks which are very promising so without further Ado let's get straight into this video the first stock on the list is Costco stock tier symbol C Costco is known to be membership warehouse club founded on September 15th 1983 in Seattle Washington Costco provides high quality name brand products at low cost that are significantly cheaper than those of traditional wholesale or retail suppliers people like you and me enjoy and prefer unbeatable discounted prices which leads to you saving money this is a major reason why Costco has had a great success throughout their timeline people want to save money especially nowadays when everything is increasing in price seeing groceries at low prices is always a great thing and give Shoppers peace of mind one of the many reasons and secrets why Costco is able to offer great low prices on their merchandise and products is because of their annual membership Revenue they are able to generate and pass on those savings to its active car members this strategy is similar to Amazon with its Amazon Prime membership by offering a Prime Membership Amazon is able to offer free shipping and discounted prices all while also generating a month and stable Revenue the company could rely on Costco is basically doing the same thing but instead of free shipping Costco is lowering their prices so it's basically win-win situation for both the company and for the customers one of the things that separates Costco from the other stores is that Costco charges a membership fee just to enter one of their stores Costco charges an annual fee of $60 and throughout the years Costco has been increasing their active card holder members in fact here's a detailed chart by statista.com showing Costco's recent card holder growth on the website we can see that in the year 2014 Costco has had 76 million card holder members worldwide in 2015 that number grew to 81 million in 2016 it was at 86 million and in the year 2017 it was at 90 million a year after that it grew to 94 million active card holder members worldwide in the year 2019 it grew to 98 million and in 2020 we can see that Costco officially passed the 100 million mark because they received 105 million members in 201 21 itum to 111 members and the latest data collected was from the year 2022 in the year 2022 Costco has had 18 million active card holder members worldwide we could also see that in the past N9 years this number has continuously been growing ear after ear the more business it's able to do and it continues to expand and grow and this will drive the stock price in Skyrocket upwards many of you guys watching this video may be asking this following question how much money did Costco make off their memberships in the year 2022 and to answer this question we simply multiply 60 since $60 is an annual cost goal fee with the current number of active card holders which is 8.9 million so if we do the math the total revenue adds up to7 b134 million and this is just money off their memberships not including the money generated from sales from their merchandise or Services according to an article published by Yahoo finance it states the following burshire hathway sold all of its Costco shares back in 2020 and sold 4.3 million shares but did you know that Munger has retained his position in Costco stock and down below it also States as a recent data that was collected in November 2022 Charlie Munger owned about 187,188 shares totaling up to $95 million Charlie Munger is a wise and intelligent investor and after looking at Costco business model I now understands why he holds 17,1 180 shares of Costco stock worth approximately more than 9 $5 million today copings mongers investing moves may be a wise and smart choice to make because at the end of the day he is in fact a billionaire it takes a lot to become that level of wealthy and make a lot of smart decisions like investing and dropping millions of dollars into a stock named Costco and this shows a level of confidence Charlie Munger has with this stock as far as business model Costco has a great and impressive one and they have been dominating the retail industry on a yearly basis and I don't see this slowing down as the cost of groceries and inflations continues to rise people will begin to shop at stores for affordable and convenient prices and Costco is offering just that the company will continue to grow as as more and more people begin shopping at Costco Warehouses making Costco not just a stock for short-term gains but also a promising and reliable stock to hold for years to come now that we got a rundown of Costco as far as their company let's now check out the stock price so when looking at the stock price we can see that it is currently selling at $547 60 per share it is up 10.28% on the year-to DAT chart and up a staggering 137.5 within the last 5 years whenever you get a 5-year return of 100% which is basically 25% yearly it's impressive and Costo was able to go beyond that and give its investors 137.5 per.
which is insane and very eye openening you definitely don't want to miss on the next 5 years and all of the rest of the years you decide to hold on to Costco stock as a long-term investor like myself I plan to hold my stock for at least 15 to 20 years but who knows I might even hang on to my stocks including Costco stock for much longer than that if we take a look at the chart we could also see that Costco stock has a market cap up 24244 billion and a PE ratio of 3868 so it's not bad when it comes to these numbers because Costco stock is showing progress these past few years so not bad when it comes to these numbers because Costco stock is showing progress these past few years and to confirm this you may want to check this data out so according to Investors Business Daily it states the following with a 6.8% increase in Revenue to 24229 billion fiscal 2023 earnings increase 2.9% to $14.60 per share comparable shares adjusted for the full year increase 5.2% comparable sales for Costco in the US increased 4.2% annually overall Costco is a stock you want to pay attention to it is growing and expanding as the years go by they have been increasing their sales and profits on a continuously and consistent basis the results of this is definitely showing when it comes to their sales and when it comes to their recent 2022 and 2023 data another thing investors should be aware of is that Costco currently has a total of 861 warehouses around the whole world and did you know that 591 of them are located inside the United States these other places include the following Sweden Australia Canada Canada China France Iceland Spain Japan South Korea Mexico New Zealand Taiwan the United Kingdom and PTO Rico Costco is not stopping here because it also plans on opening even more stores and expanding as the years go by this is a company that I currently hold shares of in my stock portfolio but it would not be a bad idea to continue to grow my position and add more of this amazing stock since it's a wise and quality stock based on all of the data I was able to collect I've been collecting quarterly dividends from this stock and it is reliable plus the capital gains from the stock is always a great feeling to have but speaking about dividends Costco stock has a pretty nice annual dividend yield of 0.75% per share which would be a quarterly payout of roughly $13 per share Costco has been increasing their dividends throughout the years so you can expect the dividend yield to continue slowly growing in the near future the second stock that Charle Monger is obsessed over a surprisingly a very known ETF fund many you guys have heard or seen the stock called Berkshire haway Class A ticker symbol brk.a owned by his best friend Warren Buffett and for anyone out there who does not know what is an ETF fund or what it stands for let me quickly explain in the fastest and easiest way possible for you to understand an ETF is short for for exchange traded fund and what it is it's basically a basket and within that basket you hold many types of individual stocks so by investing into an ETF fund like birkshire haway you are buying multiple stocks all at once spreading out your risk and even diversifying your portfolio with many quality stocks and this helps your portfolio Stay Green because if one stock is in the red it will not affect you as the others will make up for it and this is why investing into ETFs is a favorite when it comes to most stock investors for the prior reasons it offers investors peace of mind because by investing into this stock you wouldn't have to worry about waking up one morning and seeing that one of your stocks has some really bad news I myself need to add more ETF stocks in my stock portfolio and after researching breaks your halfway this may be the perfect stock and Golding opportunity we may only need but before I dive into the stock I must first answer a question some of you guys may be questioning many of you guys may be asking this following question so what type of stocks are inside the ETF break Shire haway and to answer this question I'll be using a pretty cool website named hedge follow in this website we can see that 51 of this ETF stock is Apple stock down below we have Bank of America at 8.51% at third we have another well-known company named American Express at 7.59% down below we have Coca-Cola and Chevron these are currently the top five stocks inside Burkshire haway Class A I'll make sure to leave the website link down below for any of you who may want to check out the rest of their top 50 Holdings an important thing you should be aware of is that 50% of this ETF is compound with Apple stock in fact just more than half since it is at 51% many of you guys may already know from my previous videos that I'm actually bullish on Apple stock I mentioned it on my recent video named top five AI stocks to buy if you haven't seen that video I recommend you to check it out because it is a pretty informative topic and it has some really great details you should be aware of but of course after watching this current video anyways let's get back into this video and dive into birkshire hatway So based on an article published by Yahoo finance we can see that Charlie merer has actually been the vice chairman since the year 1978 and down below we can also read that Munger held 4,033 Class A shares of burshire had way stock as of October 5th according to regulatory records based on the closing price of Class A shares on Friday which was at $22,700 that position is currently worth $2.1 billion among the 99y olds other noteworthy possessions are shares in his beloved Costco stock valued at nearly $100 million Charlie Munger is a big investor when it comes to investing into Brookshire haway stock and Costco stock and this article confirms it Brookshire haway stock has been showing grow growth year after year and I expect nothing to be different this ETF has a very strong and explosive Foundation because as I mentioned 51 of this stock is made up of Apple stock which is considered to be a good quality growth stock the other 49% is scattered throughout other well-known stocks so now that we got a pretty good understanding on this stock let's now dive into the stock price Berkshire hathway stock Class A is currently selling at an affordable price where you're in Lu because bricks your halfway stock Class B was made for this exact same purpose it basically holds the same percentage of the other stocks at a much affordable price of $336 16 we could see that in the one-ear chart it is up 15.97% and up 62.73 in the Last 5 Years this stock may not be up like Costco stock but it is considered a much reliable stock because birkshire haway is compound on multiple stocks unlike Costco if Costco has has bankrupt or has any terrible news which I doubt but there's always a small chance Costco stock will likely drop significant in value leaving investors in a vulnerable position and this is why investing into ETF stocks is a way to go for most investors Berkshire haway stock class b is another great stock to add in your stock portfolio I myself currently do not hold this stock but it's definitely a stock I'll pay close attention to and will probably buy once this stock has a pullback to recap the 2.5 billionaire named Charlie Munger is B on two stocks named Costco and Berkshire halfway as we just saw that his portfolio is filled up with these two golden stocks and with this out the way thanks for watching and make sure you like And subscribe for more content when it comes to investing it's been your boy Kendrick and I'm out peace
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