저자: SakshiBatra · 외국인
요약 보기
버크셔 해서웨이 2024 연례총회 요약. 버핏은 인도에 기회가 많다고 언급했으나 투자는 후임 경영진 몫으로 남김. Greg Abel이 CEO 및 투자 결정 승계 예정. 애플 지분을 2분기 연속 축소(1분기 약 13.3%), 애플은 여전히 최대 보유 종목. AI 기반 사기가 다음 성장 산업이 될 수 있다고 언급. 파라마운트 지분은 손실로 전량 매도.
다듬은 글
if you're still not invested in India well you must know that legendary investor Warren Buffett has spelled his bullish take on India by saying there are loads of opportunities in a place like India hello and welcome you're watching business today television I'm sakshi batra and in this video I will share with you the biggest highlights from bshar Hathaway's annual general meeting in 2024 Burkshire haway is a conglomerate that owns some of in America's most famous firms including Coca-Cola and the American Express which at the AGM were mentioned as the shares that will probably never be sold unless there are dramatic changes birkshire earns more than $100 million per day currently with its earnings and therefore you do see the massive shareholder base that's always excited to know what's in the offing what's coming in as far as the annual general meeting is concerned and every year it's hand it's uh held in summer months and this was the first AGM without Warren Buffett's longtime business partner and friend Charlie Monger who passed away last year at the age of 99 Warren Buffett fondly remembered Monger as the architect of Burkshire haway in uh his tribute to him underscoring his sign significant role in The Company Success throughout the years now the Oracle OFA Omaha as waren Buffett is usually called he chaired this year's meeting and the biggest takeaway for Indian investors from this year's meeting was his indication that there are loads of opportunities in India but he's leaving them to the Future management the legendary chairman noted that his firm could find unexplored or unattend Ed areas to invest in the country which has one of the fastest growing economies in the world remember bshar haway was previously also invested in India's 197 communication the parent company of PM but it exited through $164 million block deal last year itself now apart from this we did hear uh that Warren Buffett talked about succession that after him it will be Greg Abel which who will be in charge of the investment decisions giving rest to all the speculations around as to who or what will happen after Warren Buffett to Burkshire hatway he said that Greg AEL who's currently at 61 years of age will be taking over the CEO job at Burkshire haway and will control Burkshire Hathway's investing decisions including its stock portfolio after him as well now Burkshire haway has also trimmed its stake in Apple for the second consecutive quarter as it has reduced its investment in the tech giant Apple by around 133% in the first quarter that was another key highlight from this AGM Burkshire hatway has sold about 10 million shares of apple or 1% of its stake in the tech firm in the last quarter of 20123 Burkshire also again sold about 116 million Apple shares or 133% stake in the company in the first quarter of the current year nevertheless at the end of the January to March quarter Apple was still bushire Hathway's biggest ever holding now apart from Apple Warren Buffett also did mention as to what he believes could be the biggest growth area going forward waren Buffett believes that artificial intelligence scamming could be the next big growth industry now this was surprising and shocking at the same time time at berkshire's annual general meeting Buffett highlighted the potential of AI for scamming people due to its ability to create convincing fake images and messages and scammers could use the this technology to trick people into sending money by making fake pleas for help like pretending to be a family member in trouble Warden Buffett is widely regarded as one of the greatest investors of all times but even Warren Buffett incurs losses in the stock markets well you can see that this time around at the AGM Warren Buffett talked about taking a 100% ownership of the decision Burkshire at the AGM Buffett also said that he has sold the entire stake in Paramount Global at a loss remember burshire hatway owned 63.3 million shares of Paramount at the end of the 2023 after cutting of about about a third of its stake in the company in Q4 of last year this was another big Revelation but in the end what was uh definitely talked about is uh some of the key quotes from Warden Buffett in this AGM and the key and the most important quote of the entire AGM which struck my cord was the power of compounding is the most underrated power in the world is what Warden Buffett was seen talking about in this AGM so these were some of the key highlights from this AGM as well with that we will take a key uh quote right here in front of you so waren Buffett is polish on India and you can see what he has truly said in this quote and I quote in India I am sure that there are loads of opportunities the question is do we have the advantage in either insight into those businesses or contacts that will make possible for some transactions that participants in India would particularly want us to participate and I would say that's something that more energetic management at Burkshire could pursue go go go go there go
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