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Every value investor thinks about Warren Buffett And they want to know what he is doing at this time And in the recent times, the company of which Warren Buffett is the CEO The name of which is Berkshire Hathaway It had it annual general meeting Which told us the amount of cash the company had Where that company had invested And what are the stocks they sold And all the investors in the world They paid a lot of attention to the annual general meeting And when the market is so volatile how Warren Buffett is reacting What is he thinking And what are the stocks he bought and sold And apart from this, the speech he gave in the annual general meeting of Berkshire Hathaway From that, an intelligent investor, an Indian investor What do we get to learn?
I, Jagdeep Singh, welcome you to the Groww channel Today we are going to talk about the speech given by Warren Buffett in the annual general meeting of Berkshire Hathaway And we will talk about the key takeaways And we will talk about, as an investor What can we learn from him How should we plan our investment And how in the coming days by learning from him How you can make good returns in the longer horizon First we will talk about what Warren Buffett spoke about in a lot of detail If I tell you a fact Warren Buffett has a 9-11% stake In many airlines companies In US airlines companies like Delta airlines Apart from this, American airlines Southwest Airlines and United airlines So these were the airlines companies of the US amidst which Warren Buffett had a 9-11% stake And he was very bullish on the airlines sector Because if we go back a little in time There was a big boom in the airlines sector If we only consider India's scenario Even in small cities, airlines has begun Airports were opened there And the connectivity of the airport and airlines, improved on a large scale Because of which even Warren Buffett was very bullish in this sector And he had many shares in this industry So in this annual general meeting he said All the shares of the airlines sector that he had He sold all of them He sold all of the airlines stocks Now you must want to know whether he sold these airlines stocks in a profit or a loss So Warren Buffett, whose name all value investors take first Whenever we talk about successful investors He said in his filing, that he sold all these stocks at a loss And he booked a huge loss So what do you get to learn from this?
So the biggest learning that you get from here is If at any stage you find out That any sector, might not be able to perform well in the coming time Which you have researched about, according to that You should exit from that at the right time You should not get too linked when it comes to your investments You should not think that you have suffered a loss So you shouldn't sell the company Because if I talk about investors, what do they think?
They think that if they have bought somewhere They saw conviction somewhere, a year or 6 months ago They never want to sell those companies If that company goes down We will buy them more We average it out So the philosophy to average it out The trick works many times But it doesn't work as well in many scenarios Because at this time when the airlines sector was going through tough times because of Covid At this time, when their stocks came down Warren Buffett could average them out as well But he said that he sold all the shares of those companies And booked a loss From this, us investors get to learnt that If in any stock, in any particular industry You think that the performance is not going to be that good And you should exit from there So you should wait there to turn your loss into a profit As soon as you think that it is not going to perform well You should exit from there at the right time So the best exit from any particular stock From any particular company It is not necessary that it will be a profit The best exit can be loss as well How you minimise your loss How you evaluate your risk from time to time The sector that you invested in by keeping some risk in mind If the risk of that changes And your risk is different At that time it is very important for you to exit from that sector at the right time Let us talk about the second learning which we get from Warren Buffett From this Berkshire Hathaway speech He told us about the best investment strategy for any investor Now you must be thinking that you were looking for the answer ot this question for a long time We all want to know what the best investment strategy is So that we can make good returns And many times it also happens that To make your best investment startegy You go to many advisors You pay them money You give them some fees and even then you face a loss So the best investment strategy for any naive investors That doesn't invest very actively, it is investing in the index So Warren Bufett says that if any investor believes in the growth story of any investor As Warren Buffett has always said America has always grown Even if I look at the past 100 years record There, if you are an Indian investor and you believe in the growth story of India If you think that India will grow in the coming time There can be small setbacks Because there are many situations that no one can control But there is always recovery in the equity market That can be after 6 months It can be after 1 year or 2 years So Warren Buffett says here that if you want to bet for the long term You believe a lot in a country's growth story And you don't want to give a lot of money to investors Give it as fees and even then face a loss Better than that is to invest in the index Now how can you invest in the index So if you invest in the index, if I take India's scenario So if you invest in an ETF that tracks the Nifty 50 Or you invest in an index fund that tracks the Nifty 50 You get the same returns which you get from Nifty 50 So in the Nifty 50, there are those stocks that are market leaders across sector Which are large cap companies And if the economy goes up almost every economy will have a benefit So if there is a boom in the economy, the index has a benefit Without thinking if you invest in the index, then in the longer horizon Your chances to make losses becomes lesser Your chances to make profit increases And here Warren Buffett said another important thing Whoever gives money to investors If you put even that money in the index And if you invest for the longer horizon 7-10 years Here your chances to make returns increase a lot Because if you go to the advisor There if you invest very actively Many times it happens that your risk is different And the risk judged by the investor is different Here the chances for a mismatch increase a lot Because of which your chances to make losses increase as well So here if you listen to Warren Buffett, if you don't want to invest actively You actively don't want to choose a company, because there are many companies Because if I talk about one sector, there can be 10,20 or ever 50 companies For you to choose a good company there can be very difficult Because of which Warren Buffett says investing in the index is the best investment strategy Now let us talk about the amount bought by Warren Buffett in the recent quarter Now you must want to know the amount for which Warren Buffett bought stocks In the recent quarters When everyone was very fearful Because people say that there is a very famous quote You should be greedy when others are fearful So if we talk about the buying made by Warren Buffett in the recent quarter That was only of 1.8 billion dollars There if we talk about net selling He sold 6.8 billion dollar worth of stocks of the airlines sector After this if I talk about cash reserves At this time Warren Buffett has a cash reserve of 137 billion When someone asked him, despite having such an amount in cash reserves, why didn't you buy stocks He said that there are many such risks Think of which he has kept this cash the need of which he can have at any time So what do Indian and intelligent investors get to learn from here When the market goes down, all of ys All retail investors think that we will buy one stock Or another stock And all the money we have, we put in the stock market But here from Warren Buffett we get a very important learning The emergency fund you have there willbe many risks in your life There are many goals for which you have kept your money You will never touch that money Even if the market is undervalued Even if the market is giving you good opportunities But the most important is your risk Unless your risk is covered Until you don't have an emergency fund in place And it doesn't have enough money to mitigate your risks you shouldn't put all your money in the equity market Because here he said that he has cash reserves But can the situation get worse than it is now If it does happen, how will he mitigate his risks then There if we talk about retail investor Why do we make such mistakes Whenever we get money, we invest it all And we don't think about our risks So many times the market gives you a good opportunity to invest It gives you undervalued stocks and at a discount But before investing there It is very important for your emergency fund to be in place The amount of money needed for your risk mitigation That should be kept aside And after that the buffer amount You have to use it when the opportunity comes And even there you have to plan That is the situation worsens Do you have enough money in that case The stock you are getting at 50 which was orginally 100 Tomorrow if you get it at 25 do you have enough money to take advantage of that opportunity So if the world's biggest investor Warren Buffett thinks that Maybe all of us retail investors also should pay attention to these things So this video was from Warren Buffett's speech What he said in the annual general meeting of Berkshire Hathaway Which us investoers get a lot to learn Which I told you about one by one You should accept your mistake, if you invested in the wrong place or if it was in a good place Because of the current scenario it has become wrong Exiting at the right time is very important Secondly I told you that the best investment strategy If you don't go to the investment advisor and invest it in the index The chances to make money in the longer horizon increases And third and very important Emergency fund is very important for you It is important to mitigate your risk And why it is important for you to not put in all your money in the stock market So with this learning I hope that you invest well in the coming time You will make good returns and with good returns, you will become a good investor If you haven't subscribed to the Groww channel yet Please subscribe to the channel Because the 3-4 videos we make on financial knowledge You can take 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