저자: 미상 · 외국인
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결론: 버크셔해서웨이는 2018년 3분기 13F 기준 애플 주식을 대폭 추가 매수했으며, 채널은 이를 현금을 배당보다 자사주매입으로 활용하려는 움직임으로 해석한다. 13F 보유 현황: 애플 비중은 포트폴리오의 25% 이상이며, 보유 평가액은 전 분기 1950억 달러에서 2210억 달러로 증가했다. 애플 추가 매수 규모는 약 470억 달러 수준으로 언급된다. 기타 보유 변화: 뱅크오브아메리카·JP모건·오라클 등이 주요 보유 종목으로 언급되며, JP모건과 오라클은 직전 분기 보유가 없다가 신규 편입됐다. 웰스파고는 상당 부분 매도됐다. 비자·마스터카드 비중도 확대된 것으로 설명된다. 자사주매입: 버크셔가 10억 달러 규모 자사주매입을 실행했으며, 버핏은 배당보다 자사주매입을 선호한다는 입장으로 소개된다. 출연자 관점: 진행자는 버핏이 애플을 장기 보유 관점에서 담고 있으며, 현금 운용과 배당 수익 확보 목적으로 보인다고 해석한다. 찰리 멍거를 버핏 못지않은 핵심 인물로 소개한다. 리스크·한계: 9월 30일 기준 데이터이며 10월 이후 거래는 알 수 없다고 언급했다.
다듬은 글
Warren Buffett has been adding to his positions of Apple stock over the past year finding his Berkshire portfolio overstuffed with it as of the most recent numbers it looks like Buffett has been getting rid of some of his cash and buying up shares of Berkshire as well as a handful of other corporations so what has Warren Buffett been up to exactly you came here for the truth so let me on the all that for you today we are going to look into Warren and Buffett and Berkshire Hathaway I'm gonna show you all the details this begins by taking a look at the SEC filing of Berkshire Hathaway if you want to see what any corporation is up to you need to find their 13f so you just go to a search engine and you can type in 1 3 F and then the name of that company in this case Berkshire Hathaway you'll be able to get the details now the only issue with this is that the SEC website is really disorganized it's hard to get all that data so there are a few resources I'll show you in just a second that I show you on all of these type of videos where to get and they offer a very good way to look at all the details they break it down very simply in Nice charts so I will show that to you but if you want to see the actual data you can get that on the SE C's own website alright so this article here out of CNBC looking at the details of that portfolio you can see it it's broken down you can choose by symbol by holdings market price and holding value and it really makes it easy to see that if you just scroll through the list and here I want to show you right from whale wisdom calm in the top section here we got the top buys top cells in the 13f holding summary and you have to understand Apple makes up over 25% of the portfolio of Berkshire Hathaway of course that doesn't include all of those companies that they own outright and there are other purchases that they've made but we're talking about their public portfolio according to the SEC documents alright imagine over 25% of any particular portfolio for one stock is heavily heavily invested obviously they believe in the future of this corporation even though right now at this time this has not looked so good for Apple they want the longevity but I believe that the reason they have increased their positions in Apple recently has been because they want to get rid of their cash they are sitting on a massive quantity of cash at this time and they want to be able to make some dividends they're not making enough where they are sitting in now and it's probably seeming more safe to hold on to a company like Apple even if the level of which if our valuation goes down they believe in the long term and probably be a better idea they get the income from the dividends and so on in the bottom right hand corner you can see the 13f activity and the market value 221 billion dollars right now prior market value 195 billion so this has gone up considerably since the last filing now this gives us information as always I show you the most recent data and that is from September 30th that's all we know we don't know what happened during October we don't know if they sold all their shares we don't know what they did at all but we do know that just prior to October that would be the last day that this can be included in they purchased more shares of Apple all right now another company that they own a lot of is a Bank of America JP Morgan and Oracle those companies there they have a lot of banks I'll show you some more details on that but they increase their positions at Apple quite a bit here as well as JP Morgan they sold off a lot of Wells Fargo it looks like as well as Walmart Holdings channel is another great resource where it breaks it down the same type of information here I just like to look at all of these different websites because they all do it in a slightly different way and it allows me to visually see these things on a different level here you can see clearly that they purchased millions more shares of Apple adding to their positions which is now 40 seven billion dollars worth during this timeframe adding a considerable amount to their total I would have that two hundred and twenty billion dollars imagine nearly fifty billion of that is one stock here you'll see also Wells Fargo selling off quite a bit there and you can just go down the list if you want to see all the details for yourself it looks like they completely created new positions that were not there before sometimes they add to the existing positions but in the case of JP Morgan I believe in this one of these charts here I was looking at shows us that they didn't even have any before as you can see the Green Line number 10 on the list didn't even have any as of June 30th and then they decided to buy a considerable portion here as of September 30th you go through here same with Oracle they had zero previously and that brings us to a level where you know I would say it is a quite sizable portion you go down the list if you wanted to see more what they've been buying I mean they have visa they have MasterCard they're adding to a lot of what they already have we know that they've been doing so Apple is definitely the one that they have been dressed piling on piling on piling on over the last little while every time we get a new report it seems like they're just adding more Apple there's something else that they've been doing and that is here I discussed it on the channel Warren Buffett sends strong signal to the market with Berkshire Hathaway's one billion dollar buy back one of the things that Warren Buffett has said before is that he prefers buybacks to dividends and that's the whole reason that they're doing this supposedly all right a billion dollars in buybacks it's fairly significant what I think about this is that you want to give dividends to those who hold your shares because it allows them to get passive income but when you're a guy like Warren Buffett you'd rather do a buyback it benefits the individuals in terms of appreciation because the stock is gonna go up in price however it doesn't benefit them in their pockets but he doesn't necessarily care about the shareholders getting money he would rather keep that within the company stay here keep your money here it's worth more don't pull out he's acting like a bank basically own all your money's here all your interest that you've accumulated is here trust me just don't pull it out please because we don't have all your money that's the type of behavior but anyway regardless Warren Buffett is doing this he's really really big into buybacks I assume we're gonna see more right into the next crisis they'll be continuing to do this I do believe so and one of the issues that I wanted to finish off with is that we always talk about Warren Buffett when we talk about Berkshire Hathaway and for good reason but there's always the case of a forgotten individual here you can see him always positioned close by Charlie Munger he is considered by Warren Buffett to be the smartest man alive so that is something coming from a guy like Warren Buffett even Bill Gates said the same thing this man here reads all day every day I know that he knows his stuff we may not agree on all policies and things but certainly in his field of work the man knows what he's talking about there's no doubt about that he doesn't get enough credit in what he does you're always hearing about Warren Buffett and I would suspect that Charlie Munger probably doesn't want to be the face of the company regardless but I just wanted to mention the fact that this is an individual that you should read about that you can learn about Charlie Munger you can read his book you can even just see some videos of him online for sure if you just want to understand what he's all about you'll see where perhaps some of this company's brains are coming from it's not all from one man that's for sure so that's all I wanted to end the video there if you found it informative please give me a thumbs up I like to break down what's happening with Berkshire every single time they make these reports every quarter so I will bring you more in the future to tell you what has happened I would really really like to know what they did throughout October and I will break that down for you as soon as I get that information there's no doubt about it I'm gonna do other companies as well all these big corporations what they do and when things happen I'll bring it to you as soon as I possibly can that's all if you found the video informative please give me a thumbs up when you give me a thumbs up you're supporting this channel and last but not least if you want the financial education you were not taught in school these two bucks have it all you get everything you need to know from A to Z I talked about the four asset classes and how to actually profit from them I cover how to make money I talk about tax incentives everything you need to know in these two books you could check out the link in the description below if you want to see the trailer of both of these books they're available on my website the money GPS comm and also from what the audio book of this book here you can get that the money GPS calm as well
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