저자: 미상 · 외국인
요약 보기
2020년 워런 버핏의 버크셔 해서웨이 주식 포트폴리오를 소개하는 영상이다. 영상은 버핏이 보유한 종목(애플, 아마존, 바이오젠, 델타항공, 타부라 등)과 금융·식품·항공 등 업종 분포를 나열하며, 시청자가 직접 참고할 것을 권한다. 발표자는 버핏과 버크셔의 사고방식을 배워 자신의 종목 선정에 활용하는 것이 목표라고 밝힌다. 다음 영상에서는 RBI(팀홀턴·버거킹·파이브가이즈 계열), 스토어 캐피털, 씨리어스XM을 분석하겠다고 예고한다. 특정 자산의 향후 1~3개월 가격 방향에 대한 예측 발언은 없다.
다듬은 글
hey guys welcome back to the channel so today we're going to talk about Warren Buffett stock portfolio for the year 2020 okay we're gonna take a look at all the companies that he owns for this year and we're gonna take a look at what kind of companies he likes and what he likes to buy and things like that okay so please like subscribe share and comment and as we get into his stock portfolio okay I will advise you to go ahead and take a screenshot of these and maybe you can go ahead and look at them yourself you know with more time and try to maybe study them and see what you can get out of it okay guys so with that being said here's a few companies we have Apple Amazon Biogen Inc Delta Airlines and Tavita and globe Life OK here we can see American Express Company he's not a 18.8% stake and that company and he has a 30 point three percent stake in the Vita okay so these are some companies that we might want to go ahead and take a look at and see why he bought in so heavily and you know what kind of value is in there for the most part okay so here we have Goldman Sachs Johnson & Johnson JP Morgan Kraft Heinz coca-cola Kroger Liberty Mutual or whatever that is Liberty global MasterCard Visa Southwest Airlines Mondelez international which is one that I own myself Procter & Gamble Phillips 66 Restoration Hardware Holdings Inc and uh restaurant brands international okay so once again go ahead and take a screenshot of this and go ahead and out you don't take the time to look at it yourself maybe later in the future and again try to see what kind of information you can pull out of this uh what kind of value can you get out of this and you know things like that okay I hear the goal for me is to try to get into the mindset of Warren Buffett and Berkshire Hathaway and I'm you know kind of try to learn anything that I can from them so that I can uh use that when I when I choose my own stocks okay that's basically the idea here and now here is another slide of course you see again the he has serious logic store Capital Corp United States Airlines and things like that okay so he has about a total of 56 companies and for the most part I see a lot of financial companies like banks and and other sort of financial companies that he has on his portfolio okay total of 10 bank companies six financial companies and then he has six food are having to do with food companies like Kroger and uh you know RBI and things like that and then he has three airline companies and one tech company which is Sirius XM okay and that's one of the companies that are we're gonna be looking into and see uh what do we see on a value sheet you know what can we get out of the balance sheet how can we get a valuation for this company and if this company is good for us to invest in now that the price is even lower okay so yeah this is what we're gonna be doing we're gonna be talking about these three stocks RBI which owns our Tim Hortons Burger King and Popeyes and uh we're gonna be talking about Store capital and on Sirius XM on our next video and just kind of see what what value is in these companies okay and maybe if it would be a good company to invest in you know now that's the goal you guys and I hope you like this video like subscribe and share and comment and uh you know let me know what you guys think about these companies and about mr.
Warren Buffett and Berkshire Hathaway really anything I hope you guys stay safe get that hand sanitizer clean your hands take showers brush your teeth or just play and uh just you know stay safe Corona is out there and she's gotta look out for each other and uh you know keep the distance and that sort of things okay guys so please go ahead like share subscribe and we we're gonna be doing a lot of research here trying to have some fun while doing it okay alrighty guys bye
Comments 0