저자: 미상 · 외국인
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버핏의 리버티 시리우스XM 추가 매수(약 1.67억 달러, 지분 약 30%)를 분석하며, 해당 주식의 공매도 비중과 실적(매출 보합, 광고 매출 7% 증가, 순이익 2.65억 달러)을 소개. 애널리스트 12개월 목표가 36달러(현재가 25.5달러 대비 약 41% 상승) 언급. 이후 버핏의 가치투자 방법론(수익률, 성장률, 지속가능성장률 평가)과 벤저민 그레이엄 철학을 설명하며 저평가 주식 투자를 권장. 중간중간 워커디(workery) 광고 삽입.
다듬은 글
Warren Buffett's birkshire Hathaway company recently bought more shares in Liberty serus XM group on April 12th 2024 they now own 69,4 4,244 shares a big chunk of the company this video will crack the code on his decision and give you valuable tips for your investment game and a special Pro tip is waiting for those who watch until the end but before we get started is your business Stuck in Neutral hitting a sales wall can be frustrating but don't worry there's a free way to shift gears and revive your engine put your stuff out there for the world to see for free by signing up for a worker D account and watching your sales Skyrocket workery is your chance to declutter make some extra cash and maybe even discover a hidden passion for online selling so now let's get back to Buffett's Sirius XM company how did Liberty Sirius XM start well during the '90s the world of satellite radio wasn't always harmonious in fact it began with two Fierce competitor vying for dominance in the 1990s Sirius satellite radio and XM satellite radio Sirius founded by Martin Roth blat was the first mover securing crucial FCC licenses in 1990 XM established a few years later followed suit both companies launched their respective satellite radio services in 2000 offering a wider variety of commercial-free music news and Sports Programming than traditional terrestrial radio despite their initial success both Sirius and XM face challenges the high cost of Satellite Radio subscriptions and limited receiver availability hampered widespread adoption recognizing the limitations of a divided Market the two companies joined forces in a historic merger in 2008 creating Serious XM Holdings Inc a public company this merger eliminated redundancy allowing for a more comprehensive channel selection improved technology and a more costeffective consumer service in 2013 Sirius XM Holdings Inc was incorporated and by 2020 it underwent a restructuring today it operates as a subsidiary under the Liberty serus XM Group total employees 6,400 this group offers a subscription-based satellite radio service through SiriusXM transmitting music Sports entertainment and more across various channels the Liberty serus XM group also has Holdings in Formula 1 and the Braves group showcasing its broader reach in the entertainment industry the company distributes its satellite radios and services through automakers rental car companies retail locations and websites with the presence in the US and the UK Sirius XM has been in the spotlight lately but not for the best reasons many folks have doubted the company's future leading to many people betting against its stock in fact a whopping 27% of SII Shares are being shorted which is a big deal considering it's a multi-billion dollar company the main reason for this betting against the company's stock is that Traders are trying to profit from the price changes expected from serious xm's upcoming merger with the Liberty Sirius XM group LSX ma which already owns most of Sirius XM this kind of trading has recently made Serious XM stock prices unpredictable causing a bit of a roller coaster for its investors surprisingly Burkshire Hathaway a company famous for being super careful with their investments just bought a chunk of serus XM stock SII for a cool $167 million this might seem strange considering all the negativity surrounding SII lately but here's the thing birkshire hathway already owned some s shares they also had a big investment in lsxmk the other company involved in the serus XM merger maybe the news about the merger made them decide to buy more SII to have a say in how things go or perhaps it helped them save money on taxes Warren Buffett has been aggressively investing in Liberty serus XM recently reaching a total spend of this substantial purchase has secured him roughly 30% of the company's outstanding shares indicating a strong belief in its future potential on The Greener Side Liberty serus XM lsxma seems to be firing on all cylinders they recently released their first quarter results for 2024 and things are looking good the company's Revenue held steady compared to last year which is a positive sign in today's economic climate advertising Revenue even showed some growth at 7% overall all their profit and cash flow remained healthy the company's performance aligns with what they projected for the year which shows they're on track with their plans Liberty serus XM stands on Rock Solid Financial ground with a formidable $3.9 billion cash and liquid assets this financial prowess enabled the company to strategically refinance over $2 billion in debts due in 2027 clearly indicating its Forward Thinking and fiscal responsibility in the first few months of this year they brought in 2.16 billion dollar just a bit more than what they earned last year the cool part the money they made from ads jumped by 7% which is good news after sorting out some numbers they ended up with $265 million in profit and even better they had $650 million that they could use to make the business better or save for later however their free cash flow which is the cash they have left after covering all their costs and paying for new stuff to improve the business dropped a bit but don't worry it's all part of their plan to keep growing and improving Liberty serus XM is not just surviving it's thriving to fortify its leadership position in the industry the company Strategic investment financial management and commitment to Innovation are not just promising they're delivering tangible results shareholders have every reason to look forward to what lies ahead as Liberty serus XM confidently marches toward a future filled with growth Innovation and enhanced value currently lsxma is trading with a share price of an average of $25 looking at future projections two Wall Street analysts recently issued 12-month price targets for Liberty Media Liberty serus XM lsxma interestingly both analysts predicted the same Target price $36 this represents a potential increase of 41.18% from the Stock's current price of $25.50 so what are Warren Buffett's tactics for choosing a value stock wait a minute are you considering starting your own business and making your dreams come true with new Investments workery is here to help you out for free workery is like a giant online Market where you can advertise your business without fees this means you can tell everyone about your fantastic new company without spending a dime but workery isn't just for selling things you can also find amazing deals on bulk products from all over the world this is perfect if you're a business owner looking to save money on supplies on top of everything else workery even gives businesses free listings in their directory this means more people can find you and your business so if you're looking to save money and grow your business worker D is a great place to start it's free and easy to use sign up back to Buffet tactics of choosing a value stock you see when you buy a stock your price significantly affects how much you can make Warren Buffett likes to pick great companies and decide when to buy based on the price the aim is to get a fantastic business at a price that makes sense Buffett Compares a stock to a benchmark to determine if it is priced right let's keep it simple with an example imagine there are two stocks one is priced at $700 per share and the other at $2 you might think the $700 stock is super pricey but here's the twist according to Buffett's method $700 in stock could be a good deal if it's a solid business with strong growth potential on the other hand that $2 stock might seem like a steal but Buffett would caution that it could become too expensive in the long run if the business behind it isn't strong or doesn't have good growth prospects so it's all about finding that perfect balance between a fantastic company and a price that makes sense for the value you're getting Buffett uses different ways to determine if a Stock's price is fair let's take a look at three methods with a simple example one earnings yield Buffett looks at a company's earnings per share like the profits he gets from his investment by calculating the earnings yield earnings per share divided by share price he can quickly see how it compares to other choices imagine you have a stock where each share earns $2 if you paid $20 per share the earnings yield would be 10% $2 divided by $20 you can calculate the earnings yield of any company and compare before investing two historical earnings growth another method Buffett uses is to look at how a company's earnings per share has grown in the past a company's earnings per share grew by 10% annually over the past 3 years if the current earnings per share is $4 You can predict future earnings by applying the 10% growth rate let's say the estimated future earnings per share is now $5 now if the price earnings ratio for the company is eight you could anticipate the stock price to be approximately $40 $5 time 8 three sustainable growth this method calculates how much a company will likely grow based on its return on equity and retention ratio suppose a company has a return on Equity of 8% and keeps 60% of its earnings by calculating the sustainable growth rate using these numbers you'd get 3.2% 8% Time 1 -6 this rate is handy in estimating the future book value per share and earnings potential for the company by using these approaches Buffett aims to find solid companies at reasonable prices to potentially grow his Investments over time if investing isn't your cup of te or you want to make extra money without much effort ever thought about turning that passion into some cash on the side worker D can help it's a free online platform where you can advertise your skills or find your first paying gig whether you want clients nearby or worldwide workery connects you with opportunities without hidden fees sign up today and start earning now imagine waking up every day with the freedom to chase your dreams explore the world and care for those you love all without Financial worry sounds pretty sweet right Financial Freedom is not just a good thing it's an incredible achievement that can bring you endless opportunities and a secure future but it's not something that happens overnight just like the Roman Empire wasn't built in a single day creating wealth and making intelligent Investments takes time and careful consideration following the teachings of Benjamin Graham the father of value investing and the teacher of Buffett Buffett focuses on buying stocks in companies built to last not just trendy fads he likes to ensure the stock price is lower than the company's actual value so there's a cushion if things go south everyone watches what Buffett buys because his choices are usually pretty smart he's a big fan of tech companies and big Banks he owns many stocks including Apple American Express and Bank of America and for those who have been watching this video till the end here's a pro tip for you invest in undervalued stocks these hidden gems can be pretty intriguing because they give patient investors like yourself a chance to sit tight and watch as the market catches onto their true worth by holding on to these undervalued stocks over time you could be setting yourself up to benefit from their potential price surge when the market eventually corrects itself remember when investing in stocks learn about the companies you're considering just like a wise ruler plans their next move Financial Freedom is your ultimate Victory and Building Wealth requires thoughtful strategy not just jumping on every bandwagon do your research think longterm and who knows you may be the next investment wiiz building your own Financial Empire subscribe like share and watch the next video
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