저자: MukulAgrawal · 외국인
요약 보기
결론: 버핏이 막대한 현금을 쥐고 투자처를 찾지 못하고 있어 당분간 관망 모드이며, 미국 경제는 회복력이 있다고 본다. 버크셔 해서웨이 2020년 1분기 실적과 현금 운용 상황 정리. 버크셔는 6백억 달러 규모의 주식을 매도해 보유 비중을 크게 줄였고, 1분기 손실은 약 3,500억 달러 수준이라고 언급. 항공사(델타, 사우스웨스트, 유나이티드 등)와 아메리칸익스프레스, 뱅크오브아메리카, 웰스파고 등 금융주 지분도 축소한 것으로 소개. 현금은 약 1,300억 달러 이상 쌓여 있으며, 버핏은 적절한 투자처를 찾지 못해 기다리는 중이라고 설명. 버핏의 판단 근거는 미국이 과거 여러 위기를 극복해왔다는 역사적 경험이며, 화자 본인도 미국 경제가 이번 위기도 극복할 것으로 본다고 말함. 멍거 부회장은 건강은 괜찮지만 이번 주주총회에는 참석하지 않았다고 전함. 화자는 이 사례를 통해 위기 시 공포에 휩쓸리지 말고 기회를 기다리는 태도의 중요성을 강조. 화자는 코로나 이후 기업 운영 방식과 사무실 구조 변화 등 시장 전반의 변화 가능성도 언급. 영상은 주식 입문 시리즈의 일부로 구성되어 있음.
다듬은 글
Hello hello everyone, I am Mukul Agarwal, I welcome you all to my YouTube channel and in today's video, we are talking about Federer's company Berkshire Hathaway, which is the result of Human and 133 Bay Developed S.N. International. He said that this video has been made to know what is the result of this meeting, where did he invest his cash, what did he say in this meeting and what did we learn from this meeting, it is always important for me personally and for that learning, what were the things that we should focus on in life, we should change investment, I will share those things with you, if you have spied on the things of that meeting, then if you are also interested in learning and listening to the same thing, then subscribe to the channel and hit the bell icon button so that you do not miss any of this channel's videos because yesterday also the appointment video was uploaded, today the president's video has been uploaded, this was the president's titan and one of its deep freezer portfolio stocks so I have come Hope you guys might have seen it and if you haven't seen it then please watch it in the video section and today in the Stock Market for Beginners series episode six is done so Trident Annual Lecture this is back to the topic now you guys must be confused as to why Human why we are talking about here so why this Q1 so for the final in America it is from Jan to Mountain so from Jan to December so in that Human became Jan to March so I hope you will never have any problem in the indicator future's protect is clear why Vansh was said okay now we will talk about the main issue the main topic was what did the description box sir do right so the most important thing that comes in it is what was said in the official statement from the company and according to the Bloomberg report the company sold shares worth about six hundred crore dollars in referrals of six hundred crore dollars listen carefully and the company has reduced its holding very much in the series and an even more important thing is that the Varna officers have been looking for such shares for a long time in which there was a sudden increase in Money should be invested but this thing should be considered with such great care that even after such a huge fall their search is not complete, so whose position is it, what magic are they looking for that they are not able to find, even in Ezier it was told that the company has about 3000 to 130 crore dollars left till March, now you will understand one thing that any company in the world has the most reserves in it and this year there has been an increase of 1 billion dollars and in March even after a huge increase in the prices, the reason behind this revision is that the company has sold a huge amount of shares this year, if you write down your position in this huge amount of shares then there is a huge loss, then there is a loss of fifty million dollars, apart from this, they have cut their positions in many steps and whatever is their holding, I will tell you about those companies, American Express, Bank of America, Wells Fargo, Delta, Southwest, United Airlines, you must be aware about the airlines, in the video we made, they almost vacated their positions in Airlines Chowk, everyone knows the relationship very well We have discussed it in detail, so that is not the issue for us.
Now if we talk about this year, there was a decrease of 1.3 lakh crores due to rain and crops and as of today, he is left with a wealth of 5.4 lakh crores and he is among the five richest people in the world. As far as the March quarter is concerned, there has been a loss of about 3.5 lakh crores and if we talk about the same time period a year ago, he had a profit of 211 crores and due to the virus, he said that the stock holding, now the topic that comes up is going around, you must have understood that he ate the flour of position, due to corona virus, whatever asset holding he had, whatever stocking he had, folding, due to the decrease in its shares, things increased tomorrow.
Now, he is keeping the money safe, his search for it has not been fulfilled yet, he is not able to understand where to invest the money, he is searching for something or the other, in which the biggest thing or that one big thing he said to himself is that looking at the old speed of 231 years of America, that 230 So, looking at the past history, he says that no one can stop America.
Even before this, whenever any issue has arisen in America, America has handled it very well and has faced those things and protested very well. Therefore, I also believe that the American economy will protest again and they have a lot of potential to protest. This is a bad time which will pass very soon.
But as far as investment is concerned, now we are in wait and watch mode and we are not making any investment in the past. If you had told you in one of the last videos that his partner is Munger of Chawal, he did not participate in this meeting also and he said in it that Munger's health is fine, but he says that he lives in Gumla, he did not like calling him to New York from there.
The receiver is not available in this meeting. But after all, are you able to understand the story? The issue I have raised was information, but the bigger thing is that you are able to understand that big investors like him who are sitting on such a big gas. What is the mail account of the world's largest company, even after that they say that we have not found anything in which we can invest, which is their basic mantra itself, when everyone is scared, when everyone is scared, then you invest, character, yes, this is the thing, isn't it, they are sitting on gas and are not investing a single penny, they are cutting position after position, even after exposing the airlines, what is the matter after all, the matter is the same, sir, that people are not able to understand that father's life will go on in this way, what will be the perspective, what will be the working environment because at least we will only talk about the company, we will not go anywhere else right now, the working style that is there right now will be maintained in this way, tractor real, if you agree to this, then definitely tell me in the comment box, is it in your mind only when I am a business tab work job person, in which field do you work, do you have a million dollar question in your mind or not that what will be our pattern after this corona, in what manner will we work, in what manner will we move forward, when people come to our office, in what manner will they come, if suppose in your office 15 people work and today there is a small office and you make 15 people sit in it, it is a small character but what will you do now, all these small people in this way and big people in that way, your size increases like this only, sir, so brother-in-law is the biggest, so in this condition which company will emerge or what is the magic in investment that should be invested, exactly that is where the things are stuck and even before this a video was made in which four cloves and Saif had said something in an interview, if I do not watch that video then you will see that video, you people whoever saw it gave a lot of love, there were very great comments, I will do this, I will put the link of this video also in the description of this video, you must watch it, I will ask the song, this jewellery is again, isn't it, it is the biggest, we actually do not understand and debit the receiver who says that only rare people achieve something different, sleep better, I hope you people must have also read the life story of the personality, no, but Well, do read it, I hope it will be of great help in the long gown, which was my aim to explain to you through this video that when such people are sitting quietly on such big click decisions and waiting that in what way will the role of time be played and what are we doing, what are you doing, tell us in the comment box, thank you so much.
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