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버크셔 해서웨이가 아마존 주식을 13F 공시로 신규 매수한 사실을 SEC 자료로 확인하고 정리한 영상. 13F 공시 확인 방법: SEC 사이트 원문과 Whale Wisdom, Holdings Channel, Fintel 등 세 사이트를 교차 확인하는 방식을 소개. 버크셔 포트폴리오: 최근 분기 기준 애플, 뱅크오브아메리카, 웰스파고, 코카콜라, 아멕스가 주요 보유 종목. 아마존 매수 규모는 약 8억 6천만 달러 수준으로 추정, 포지션은 작은 편이라고 설명. 버크셔 상위 매수: 아마존, JP모건, 레드햇, 델타, PNC. 상위 매도: 웰스파고. 찰리 멍거를 워런 버핏만큼 주목받아야 할 인물로 언급. 시장 흐름: 2018년 4분기 큰 하락 후 중앙은행의 유동성 공급으로 주가 회복. 헤지펀드들이 2019년 1분기에 페이스북·애플·넷플릭스·알파벳 등 FANG 종목을 다시 매수했다는 기사를 인용. 진행자는 현재 상승이 쉬운 돈(양적완화)에 기댄 것이며 언젠가 하락할 것이라는 비관적 시각을 보임. 홍보: 책 두 권 및 오디오북 소개, 13F 조회 방법 영상 안내.
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berkshire hathaway just made their extremely delayed purchase of Amazon it seems rather unusual to get into Amazon at this stage but Warren The Insider Buffett obviously knows what's going to happen before the general public does let's take a look at exactly what they bought you came here for the truth so let me unveil that for you I like to regularly cover what Berkshire Hathaway is doing here on this channel just showing you directly from the SE C's own website you can see the documentation for yourself you don't have to look at the articles you don't have to look at the hearsay you can actually look into this for yourself I'm gonna show you exactly what they purchased Warren Buffett always gets the attention because of Berkshire Hathaway success however there's one man who he does mention and in fact both of Bill Gates and Warren Buffett have talked about Charlie Munger being the smartest guy that they know although he sits in the background he doesn't really take the center stage but Charlie Munger is somebody that people should be paying attention to equally or even more so than Warren Buffett's okay I just want to mention that because I find he doesn't get enough attention these guys read all day long they've all said if they wanted to have one skill that was improved somehow they would be the skill to read better being able to consume more information in a shorter period of time still bringing that all in of course that would be fantastic if everybody could have that that's for sure the ability to get more information in will help everybody no matter what our into we are looking at the SE C's own website when I want to know something I go directly to the source I don't fit all around I give you the actual documentation here you can see the actual 13f filings so all of these companies here they have to file a 13 F with the SEC and you're able to pull that up and see exactly what the company bought what they sold and you see that in the past okay you don't know everyday what they're buying and selling but you know from the previous quarter what their activities were this filing is actually as of February 14th but it is the newest report I wanted to show you that you can see it here for yourself if we go in this is the list looking at the top of the list you are seeing Amazon is right here and of course when you break it down it shows you the total value which of course is I believe over 800 million dollars worth it's a small position considering the size of berkshire hathaway but they're starting to get their feet wet now as I have said repeatedly when I show you this type of documentation the SE C's website although it's important to make sure that you're going there to check is it accurate you also want to go on to another site that's gonna give it to you in a much more easy to read manner because quite frankly it's so difficult to look at this SEC website it's just really not organized properly so I use three websites that I like to look at every time I am focusing in on one of these companies and that is whale wisdom Holdings channel and fin tail dot IO between the three of these I get different pieces of data but they all pull from the same 13f by the way if you want to know how to find this information for yourself I created a video a very short one that breaks it all down go to the end of this video and I have linked to it there I'm gonna do is click on it and I will see you on that video but for this one I wanted to show you the top buys okay so we're looking right here at Amazon JP Morgan Red Hat Delta and PNC so this is their top buys right here their top sells Wells Fargo is at the top of that list okay I just want to give you all of that information including their biggest Holdings which are Apple Bank of America Wells Fargo coca-cola and American Express now you're looking at a quarter of the portfolio of berkshire hathaway as it relates to their 13f remember if they own entire companies outright if they own something in a different country this doesn't apply the 13f only covers a limited set of data but it gives us some insight and that's why I do believe it's important and of course when you see it in the news that Warren Buffett bought this or that this is where they're getting that information from obviously Berkshire Warren Buffett Charlie Munger they really do believe in the success of Apple over the long term they've invested heavily into it and so far obviously they've profited as a result we'll see what happens in the future in the bottom right corner you can see the market value the prior market value how it has gone up in the most recent quarter that's for sure because the stock market has come up since the end of 2018 they lost quite a bit in that quarter as with everyone else and you can see how many new purchases one stock that would be Amazon and then how they changed their portfolio around all that detail is there if you want to check it out then we're looking at Holdings channel a different way to look at it you know you're pulling the same data but I like the fact that I can see it in a different way and sometimes that trigger something for me so you'll see here the negatives as you look for the red lines and compare that to the right here with the green plus symbol just showing your difference increasing the JP Morgan shares that they have and decreasing the Wells Fargo looking at Amazon which I do not see in this list but I might be missing it right here Amazon actually right at the bottom here and I believe if you total that up 860 million dollars by the way I believe that is seven shares of Amazon I could be wrong on my calculation but I'm pretty sure it's seven shares of Amazon because that is the magic number then we're looking at Intel dot IO just showing you what I like about this site is basically the fact that I can rearrange each of the columns so whether that the share price how many shares they had what the current value is and so on I can actually arrange it by any of these columns so being able to do that gives me an advantage if I want to see what was the biggest change this time around or what do they own the most stuff I can easily just click a couple buttons and I get that data so this is interesting to see once again we're looking at Apple at the top of the list they have one hell of a massive collection of Apple shares there is no doubt about that and you can see the comparison between the others as well if you're interested okay so that's information is there if you want to take a look at it I just want to cover this article very quickly before we finish off the video big US hedge funds fell back in love with Fang stocks in the first quarter that's according to the filings looking at the 13 FS some of the biggest highest profile u.s.
hedge fund investors and money managers fell back in love with the fangs in the first quarter according to the regulatory filings after dumping shares of Facebook Apple I am alone Netflix an alphabet the Fang components prominent hedge fund managers have moved back into the popular group and we have seen the stocks rising of course during the first quarter in general stocks have done very well especially when you compare to the previous quarter the fourth quarter of 2018 looked very very bad and of course we can see the results of that I mean we were talking about it's gonna be a recession you're seeing the bear markets appearing but no don't worry the central bank's decided to print a whole bunch of money and they were able to prop the stock market up again that's all it means is the easy money the quantitative easing the fake money the fake false lie that is resting upon a crutch that of course will in fact have to fall at one point that will make for some interesting news ahead if you found this video informative please give me a thumbs up when you give me a like on this video you're supporting me so I do appreciate that very much if you want to know all the details about the foundation history the asset classes paper assets real estate every and in between you got to see these two books alright check them out at the link at the description if you want the audio book that's available at the money GPS com if you want to find out exactly what stocks different companies are buying then you need to watch this video it's very short I break it down tell you exactly how to do so yourself click on it and I will see you there
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