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Boren Buffett's company, Beckham, derives only 6% of its total revenue from stock dividends— that means it's true. The image we have of Mr. Buffett is that of a stock investor, a long-term investor, we know. It seems he makes all his money these days from stocks. The only difference is a misunderstanding.
That's a very high amount, because the remaining 90 percent or more of his income comes from... This is a real business. The first interesting thing is... People rarely talk about how to buy a business. How much is his? We usually focus on that. While the focus is primarily on the stock itself, the interesting question is why.
That's why we chose to focus on investment concepts that... These are just your stock photos; we will mostly... We have n't studied much about Moren Buffett's investment concepts, but today we'll dissect the underlying revenue structure of Moren Buffett to see what really happens. What are their sources of income, and what is their understanding of it?
There's a misconception regarding Mr. Buffett's investment strategy, specifically concerning the dividend yield of stocks. His choice was special and unique. What we can easily find is the purpose of... The content today comes from what I know. It seems that nowadays humans are drifting further away from each other.
There are more and more ideas, which is not the case here. Yes, it's true that AI is helping us make decisions better, but here's some content that summarizes things for us. This is what I did; it makes us... Ah, I feel like the information has been processed and it sounds better. It's easy, without needing to look for any additional information.
This isn't wrong in itself, but if... It's important, especially when it comes to money, if we listen. Whatever comes our way, we believe it and follow it completely without question. Not doing further research might lead to this. It could damage our money. The content today is not intended to... Which is good, which is bad, which is right or wrong?
Yes, but I will pick stories that most people... The big picture is being overlooked because of the present situation. You know, Mr. Wan Buffet, I believe he's a person who... He has a very strong influence; I believe whatever he says. Whatever you do, most people will believe it. Today I'm not saying, "Hey, everyone doesn't have to believe this." Who said that?
But we should start by setting... Ask the question, then gradually think about it on your own. First, let's look at the portfolio. Your main business is massage, which I believe everyone... You probably already know this: 1. Mr. Wanphet has an insurance business, and other things as well. Yes, for example, real businesses like the railway line, the Daen business, and many others.
They hold 100% of the shares, meaning they are the actual owners, but their name is not listed as the owner. This will be the parent company, Berkeley, and Mr. Buffett will be the shareholder. Let's look at the picture of Berkshire's shares again. Let me summarize it in simple terms for everyone to understand first: [This refers to the list of items].
Where did all of their stuff come from? First, let's look at an overview. We can access Trading View by typing the stock name. We need to click on the diamond-shaped icon at the top. At the top, select Financial. You'll notice a section for the past year that says " Document Summary"; click on it. Okay, next let's find the phrase "read full document".
That's all we need to do to access it. Now you can check out how to check it yourself. I may not go into much detail about each of them... How do I watch this show, everyone? You can take a screenshot, drag and drop it into various AI chats, and ask them the question; they will then give you the answer.
We have the information we need, so let's continue. Okay, here's an overview of the revenue from the winning bet. We'll see... That's the topic: Interest, dividend, and other instrument income. This item refers to income derived from stock dividends. That's the interest received from all the bonds. That's only 23,000, let me say.
It 's just a round number, 23,000. And if we look at the Total Rev, there's no need to think too much about it. Their Total Rev is 370,000. That means... Their income from dividends is... That's only 6-7% of the total. Where did the other items come from? Let's look at the picture. Here, within the utilities business group, they...
Separate them out clearly for us to see, and then combine them. While other businesses would have it recorded in Sales and Service Revenue, this one would also be... What everyone sees as Warren Buffett's primary source of income doesn't come from dividend-paying stocks. It comes solely from the business sector.
There are other much taller plants in the garden next. It 's a common misconception that Warren Buffett is a long-term investor. But in reality, Warren Buffett doesn't always hold positions for the long term; he does sell sometimes. Cut your losses, sell for profit, and you'll have shares that... They are also looking to hold this product for the long term, which is our key strength.
We'll discuss this in the next part, which will... Contrary to our understanding and feelings, Mr. Buffett is a long-term investor. It's long, but in reality, he's pretty much the same. Other global investors also have valid reasons. In investing, you will eventually exit the investment if... That reasoning is gone now, let's look at an example.
Those are the stocks that you, WFEET, previously cut your losses on. For example, during the year 2020, such as with stocks. The airline group, and in 2022, there will also be entertainment stocks like Palm Mouse that they encountered. The competitive challenges in the streaming business include... The severity of the situation forced him to sell off his shares in PAMAS.
Let's go to the stocks that are part of the supermarket chain. This one is from England, and they sold it at a loss. That one also got fired, and here's another case of a fire. The reason for this rapid investment was TSMC's decision in 2022, which was that they were unable to assess the risks involved.
Geopolitical conflicts with China. That's fine with Taiwan, for all the reasons... The reason they're selling everything is because of what they've stated. That capital loss includes events such as the profitable sale of Apple in 2023. The important thing is that the majority of the shares he sold...
It's not that they always sell at the peak. Yes, this shows that even though... Even to become a world-class investor, they still need... Selling at a loss or cutting losses is a common practice. I've also written about this in my latest book. It's extreme, for example, Bill Acman invested in Netflix but only held it for 3 months before having to divest himself, resulting in a loss of $400 million.
Stocks continued to surge, and Stanley Ducken Miller was another person among them. One person who saw the opportunity to invest in AI the fastest was someone who invested in Nvidia in 2022, during the base period, and then sold it. It went out in 2024, and then the stock... That's been adjusted upwards, it's doubled now.
This will be a real event that actually happened, no. Even to become a world-class investor, you still need to... I encountered a situation where I sold my shares for profit and then cut ties. Funding is normal, but understanding is. In our current situation, we tend to hold... It's a long term; we use the phrase "holding for a long time" or "holding on." Gradually, without any plan or specific goal.
In order to exit that investment, which in this case might... This could be damaging to us, that is the point. Another common misconception is... Regarding your Buffett-paying stocks, our first thought might be, "Hey, what if we're going to invest?" When investing in dividend-paying stocks, we want high dividends.
Then we'll choose from the percentages that are highest. Right? For example... There's nothing wrong with this, but let's take a look. First, let me clarify that Buffett doesn't choose stocks based on high dividends, but rather... Choose stocks that show recurring patterns, which are stocks with a high dividend per share (dividend per share gold), or a high dividend growth rate per share.
There's a certain consistency in the stocks he chooses for long-term holding. 1. Coca-Cola (KO), 2. American Express, and 3. Moody's Corporation, a stock advisory company. In terms of credit rating, all three companies show a very similar pattern. Okay, let's take a look at the dividend issue. Okay, let's start by looking at KO, or Coca-Cola.
Go to Trading View, select Financial, and then to the relevant section. You'll see that if you look at it... Comparing foreign stocks with Thai stocks... If we use the word "dividend" or... Thailand definitely has a higher percentage. Yes, or even higher, but that's in other countries. Here, we'll find that the average dividend is around 2-3%, no more than that, but the point is...
Interestingly, let's notice the term "dividend per share," which I... It's written in the original book. This latest book explains about selection. Everyone who has bought dividend-paying stocks will be able to see that over the past 10 years, in the long term... Yes, we will see an increase in dividend per share.
It's consistent, averaging 4-5%. Can everyone see that? Yes, it will increase steadily. It 's real, tangible money, but... If we only look at the data... We might fall into a trap, for example. For example, when the stock price goes down, the value increases. It goes up if we look at the formula, which is obvious.
It would be good if we were to invest, but... If the share price falls along with the business... This problem will cause financial damage. Our capital is good. Next, let's look at AMX. If we look at AMX, we'll find the same pattern, which is dividend per share. The stock price has shown consistent growth.
It has always been consistent and has grown, it was just during the COVID period. Yes, they were supposed to pay the same amount, but they didn't actually pay. It has decreased, and that's what I understand. His perspective is that he needs cash on hand. It has to be real money, actual payment. This is to compensate for inflation, at least.
It must be equivalent to or greater than the monetary value. That's average inflation, or inflation in general. On average, it's around 3-4%, and the dividend for this group is around 5%, which is considered a reasonable figure. Okay, next let's look at Moody's. It also has a similar pattern, which is that Dividend GR is growing quite steadily.
Here's a problem I want to give everyone. Please try to answer it. Let's look at Thai stocks. What are the characteristics of Thai stocks? Okay everyone, please try to evaluate it yourselves if... For those who don't know how to watch it, I have a guide. I've already made a video about dividend-paying stocks.
Another part is in this book. So, to summarize the point about dividend stocks, Mr. Moren Buffett didn't just choose stocks with high dividends, he chose... Stocks with a tendency to pay dividends per share. It's growing steadily, not steadily. It's just the high dividend yield, that's the summary. Today, we will be summarizing our understanding.
Misconceptions about global investors. We often hear something and then we just follow it. That we haven't delved into or studied in depth. Seriously, there are three main misconceptions. The first is that we often misunderstand that most of the money you, WF, earn... Is it from dividend-paying stocks or just the stock itself?
While it may seem like a lie, in reality, Mr. Buffett derives a significant portion of his income from his actual businesses. Much more than that, but we've never bothered to study it. That applies to his approach to investing in businesses as well. Our second misconception is that they hold the stock for the long term.
It's just one thing, but in reality, you... Waffles engage in both stop-loss and profit-taking sales. They also sell pork, so this will reflect that. This shows that even world-class investors... Nobody knows the bottom or the top point. The maximum price is achievable; that's a prediction. No, the most we can do is provide a reason.
Our decision-making principles have already been incorporated. If that reason is no longer valid, the third point is about understanding money. Dividends. We often misunderstand it as "hey, I bought shares." You can hold for the long term after receiving dividends, but in reality... Special characteristics of dividend-paying stocks that you have selected.
That will have only one most important distinguishing feature. Firstly, something you don't need to think too much about. Yes, that refers to the dividend per share, or the dividend yield per share. Consistent growth is not just about individual growth. Or the rate of return as a percentage? Just high, hopefully today's data...
This would probably be useful for everyone, and... Thank you for following me today. Hello everyone!
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