The Possibility That Warren Buffett Has Bought 50 Million Tesla Shares

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2020년 11월 영상 기준으로 버크셔해서웨이(워런 버핏)가 테슬라 주식 약 5천만 주를 몰래 매집했을 가능성이 있다는 추측을 소개하는 영상이다. 핵심 주장: 한 투자자가 13F 공시에서 드러나지 않은 약 5천만 주를 모은 것으로 보이며, 5% 보유 공시 기준을 피하려는 의도라는 추측이다. 이를 버크셔의 신규 비공개 투자로 연결하는 것은 이론 수준이며, 발언자 스스로 '매우 추측적'이라고 표현했다. 근거 수치: 프랭크 펠린(Frank Pelin) 트위터 분석에 따르면 누락된 주식은 약 5,600만 주(오퍼링 제외)에서 7,250만 주(오퍼링 포함)로 추정되며, 투자 규모는 약 110억 달러로 언급됐다. 버핏이 과거 테슬라에 부정적이었고 BYD를 선호했다는 점이 배경으로 제시됐다. 테슬라 전망: 이 매집 소식으로 주가가 며칠간 상승할 수 있다는 단기 전망과 함께, S&P500 편입 가능성이 언급됐다. 테슬라 에너지가 호주·이스라엘에서 성장 중이며 4,000억 달러 규모 사업이 될 수 있다는 스티븐 블룸필드(Stephen Bloomfield)의 의견도 소개됐다. 기가 텍사스 등 생산 확장도 긍정 요인으로 제시됐다. 리스크·조건: 매집 주체가 확인되지 않은 추측이며, 버핏의 과거 발언과 상충하는 측면이 있다. 주가 상승은 단기적 현상일 수 있다. 출연자 전망: 발언자는 테슬라 장기 전망에 긍정적이나, 매집 여부는 확정되지 않은 가설로 다룬다.

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01. i think this will be one of the biggest speculations tesla speculations of the year do you think warren buffett is secretly buying tesla shares if warren buffett bought tesla it would be the surprise of the year so far this has been unimaginable buffett had expressed in the past that he did not want to invest in tesla and preferred byd which is cheaper according to valuation metrics welcome back dear friends this is armenharyan from talknews.com if you are here for the first time please subscribe to our channel for daily tesla news and ring the notification bell so you don't miss my next tesla story elon musk is likely to overestimate himself so the old master warren buffett the tesla boss on the other hand was quoted as saying not the biggest fun of warren buffett writes florian solner in yesterday's their auctioneer a german publication but there are the issue of 50 million tesla shares right now there is an interesting speculation on the direction there saying an electric takes up the twitter train of thought from frank pelin he notes that according to the last 13f filing an unknown investor collected around 50 million tesla shares but 50 million tesla shares that's exciting right the major shareholder has avoided exceeding the five percent threshold and does not have to make a public report report about his investments so if you are not exceeding the five percent uh ownership in a company you are uh not required to make a public report about your um your investment um frank plan wrote on twitter on november 19 saying the precise number of tesla shares that went missing according to his data is 56 million excluding offering and si 72.5 million including offering and excluding si 60 million including offering an si and he writes so i think the possibility is definitely there by um berkshire hathaway's new mystery investment being tesla is indeed just a theory that is still quite speculative all the things you and others have mentioned about berkshire's negative comments on tesla in the past are very valid as well so this fits in with a suggestion from berkshire hathaway that it is making a new investment in a company but do not want to disclose it to avoid price swings that's kind of smart the approximately 11 billion dollar investment would therefore fit well into the picture concludes all in india their action their story another interesting question is uh question would be how friendly the new investor would be towards elon musk if it's virgin berkshire hathaway who bought 50 million plus shares how friendly will he toward tesla toward elon musk he had laughed at byd cars uh in return speaking of elon musk but in return warren buffett had previously made a front against tesla's efforts to establish direct sales without classic car dealers in the united states whoever bought these stocks as of now it has triggered tesla stocks upward movement which may last another few days and boost the shares of tesla in the short term uh let me know friends what you think about this 50 million shares who do you think is the buyer do you think berkshire would head away could buy tesla shares 50 million less than 5 and after tesla was reported that will be included in s p 500 therefore tesla will get more notice and that the share is rising and the company's valuations look good that the company may um attract more investors who months ago didn't think that they would ever um invest in tesla in the meantime tesla energy is making huge waves in australia and israel this could be a huge market for tesla one of our previous uh reporters uh stephen blum stephen bloomfield writes tesla energy could be a 400 billion dollar company all it needs is batteries perhaps it will take lithium concentrate from mines take other minerals from mines and make the raw materials needed for terabytes of batteries then at giga texas giga berlin and giga shanghai and perhaps giga indonesia will make batteries for the world i think that giga texas is going to be a massive manufacturing city for tesla cars trucks cyber trucks base metals to batteries maybe even a tesla university teaching electronics manufacturing and battery technology conclude steve bloomfield on torque news youtube channel in a comment well friends let me know what your thoughts are about tesla's future and about uh berkshire hathaway and warren buffett possibly buying all these 50 plus million tesla shares or the prospect of them buying future tesla shares and investing more in tesla in the meantime this is armin haryan from torchnews.com please subscribe to our channel for daily tesla news and ring the notification bell so you don't miss my next tesla story have a wonderful rest of the day god bless you everyone and see you soon you