저자: MickKnauff · 외국인
요약 보기
버크셔 해서웨이와 워런 버핏을 소개하며, 장기 투자 원칙과 소형 주식 매수를 권하는 영상. 결론: 버크셔 해서웨이는 장기 보유 가치가 있는 종목이며 소액 매수를 고려할 만하다는 취지. 회사 개요: 버크셔 해서웨이는 미국 지주회사로 보험·재보험, 철도, 에너지, 금융, 제조, 도소매 등 80여 개 자회사를 보유한 대기업이며 미국 상위 20대 기업 중 하나로 소개됨. 투자 철학: 버핏의 '10년 보유하지 않을 주식은 10분도 보유하지 말라', '이해하는 사업만 투자하라', '공정한 가격의 훌륭한 기업이 훌륭한 가격의 공정한 기업보다 낫다' 등의 격언을 인용. 포트폴리오: 웰스파고, 하인즈, 코카콜라, IBM, 아메리칸익스프레스, 프록터앤갬블, 월마트 등이 버핏의 주요 보유 종목으로 언급됨. 주가 언급: 영상 기준 A주 약 20,534달러(약 19,281유로)이며, 소형 주식(B주)은 약 12,850(유로 기준 추정) 수준으로 거래된다고 설명. 영상 속 가격은 2016년 4월 기준. 출연자 의견: 진행자는 버크셔 주식을 자신의 모델 포트폴리오에 편입할 계획이며, 특히 약 12,850 부근의 소형 주식 매수를 권함. 리스크/조건: 명시적 하방 리스크 언급은 거의 없고, 버핏 고령에 따른 경영 승계 문제만 간단히 언급됨. 전망: 버핏 이후에도 버크셔가 적절한 후계자에게 넘어갈 것이라는 낙관적 시각.
다듬은 글
Welcome, ladies and gentlemen, to Micknauf's Daily Fresh into the new stock market week. Yes, successful investing requires time, discipline, and patience. Regardless of how great your talent or effort is, some things simply take time. It is not possible to have a child in one month by impregnating nine women.
That was the quote from a very well-known financial investor I just quoted, namely Warren Buffett of Berkshire Hassaway. And I would like to introduce this company to you today. Yes, Berkshow is a US-American hooding company whose conglomerate includes over 80 companies whose activities span a wide range of business areas.
These include primarily primary insurers and reinsurers, as well as rail compensation, energy suppliers, financial services, manufacturing industries, and wholesale and retail trade. Yes, and the chairman of this company should be a very familiar name to you if you want to participate in the financial market .
This is the multi-billionaire Warren Buffett. Yes, his company is located in Omaha, in the state of Nebraska. Well, and if we look further, what else did he say? If you are not prepared to hold a stock for 10 years, then you shouldn't even consider owning it for 10 minutes . So far, so good. Warren Buffett.
Yes, if you look at his portfolio , of course he only includes things that he always claims to know. That means he only buys shares where he says, " I can recognize the business model, I can recognize the value, and above all, I can work with the product." That 's why he has companies like Wells Fargo in his portfolio, a large bank.
Heinz, yes, that name rings a bell. He includes the topic of ketchup or, indeed, Coca-Cola. IBM, American Express, i.e. MX, Philips, Proctor and Gamble, US Bangkok, Walmart or Davita. These are currently his largest investments. So Buffett only buys companies where he ultimately understands the business model.
And that's what I wanted to explain to you a little more today: only buy what you truly understand, and not what you hear across some pond or from some shouts . No, buy what you actually understand. Well, Berkshire Hassway is now among the 20 largest companies in the United States. Above all, the consistently high profitability and large financial reserves naturally make Berks one of the world's leading reinsurers.
That needs to be said very clearly . And Berksha also has the highest credit rating. Yes, the stock, the most expensive stock in the world, one must say, cost 20534 US dollars in one American dollar, or on a euro basis, let's look at it, 19281 € per share. That's certainly amazing, but nowadays you can also participate in Berkshowaway for less .
There are new stocks, small stocks, young stocks, and they are currently trading at 12850. That's why I'm introducing this company to him, because I clearly intend to add some of them to my model portfolio, to my own portfolio , because I clearly not only trust a man like Warren Buffett , but also greatly value his confidence , I must say.
And unlike many hedge funds or private equity firms, Berkshire Hassaway generally never interferes in the individual companies , at least not in the operational business of the individual subsidiaries. Yes, and thus they have naturally established a really relatively good and clean reputation as a so-called friendly investor, one must say friendly investor .
Well, Warren Buffett has of course been massively active over the last 20 or 30 years , holding his annual event where he invites his shareholders to Omaha, where he mingles with the crowd and has conversations with individual shareholders, interested parties, and enthusiasts. Yes, he has become very, very old by now, one has to say, but he has certainly made his position and his name in the financial industry over the last 20 or 30 years.
Well, and let's take another look at what he said as the last sentence I'll give you, because it's simply nice, he did things simply , he broke them down, he spoke plainly, which is why I get along relatively well with Warren Buffett. Yes, it is much better to buy a wonderful company at a fair price than to acquire a fair company at a wonderful price .
You should perhaps consider doing the same . So the topic of BK Hassaway is certainly a good topic, a big topic, a stock with potential, and that has been seen in recent years and decades. The influx of profits is huge for Warren Buffett, and now it's almost time to hand over this empire to new owners .
But Warren Buffett has of course been briefed on this as well; he is very, very caring and will certainly place his Berkway in the right hands in the future. So for me, it's clearly a stock that one should consider adding to their portfolio, especially in the small range around 12850, as the stock is traded in Frankfurt .
Yes, that was with Knaufsdaily. Today, right at the start of the week, on Monday, we're featuring Berks Highway and Warren Buffett.
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