Discover and read the best of Twitter Threads about #buffett

Most recents (24)

Tack @Kvalitetsaktie för er ovärderliga utbildning och inspiration. Satt i helgen lyssnade, antecknade & njöt när ni diskuterade er filosofi (avs 108), världsklass! Tänkte dela med mig av en summering av KAP-filosofin. OBS: är en glad amatör så res för div fel & misstolkningar Image
KAP citat #1

"The basic ideas of investing are to look at stocks as business, use the market's fluctuations to your advantage, and seek a margin of safety. That's what Ben Graham taught us. A hundred years from now, they will still be the cornerstones of investing," /Buffett Image
Marknaden är på kort sikt irrationell men rationell på lång. Detta använder man till sin fördel och utnyttjar felprissättningar. Sen tillkommer trender, flockbeteende och indexvikt. "Vem vill du helst sälja dina aktier till, en indexfond som automatiskt viktar upp eller Ola?" Image
Read 25 tweets
My Top 5 Takeaways from the #BerkshireHathaway Annual Shareholders Meeting 2023: 🎩🔮 I watched the online stream and came away with five key points that really stood out to me:
1/ 🏦 Cash is King: #Buffett revealed that he sold lots of shares in Q1 2023 and is currently holding a substantial amount of cash. He emphasized that cash isn't trash and even suggested that 0% inflation would be better. Seems like he's preparing for something!!
2/ 🚀 Warren Buffett praised @elonmusk's adventurous spirit, saying that he tries the impossible. However, he also noted that they prefer lower-risk investments and wouldn't invest in Tesla due to its uncertain future. He emphasized the importance of not losing money.
Read 7 tweets
Did you see that #ChatGPT, #WarrenBuffett & #ElonMusk Collide To Make A New Artificial Intelligence Tool For Financial Documents?

benzinga.com/news/23/03/315…
1) ChatGPT, Warren Buffett and Elon Musk have teamed up to create a new artificial intelligence tool for analyzing financial documents. The tool combines machine learning algorithms with natural language processing to scan and analyze #financial documents such as annual #reports.
2) Balance sheets, and income statements.

The AI tool is designed to quickly identify key financial #data and provide insights and #recommendations to investors, allowing for faster and more informed decisions. The tool will also be able to #identify #trends and anomalies"
Read 7 tweets
Kısa bir aradan sonra yatırım kitapları okuma maratonuma geri döndüm.

Warren Buffett elinden çıkan tek kitap olarak tanıtılan “Hayat Denen Kartopu: İş Dünyasına Mektuplar” daha ilk 60 sayfada bana bir çok güzel öğreti sundu.

Kendi payıma önemli gördüklerimi yazayım ⬇️
Bir şirketin hisse fiyatının içsel değere yakın olması, o sırada ortak olacak kişilerin finansal sonuçlardan doğru pay almasını sağlar ✅

Eğer hisse ederinden çok pahalı olursa iyi karlar fiyatlanmaz. İyi bilançoya rağmen gitmeyen hisseden dolayı yatırımcılar olumsuz etkilenir
Bedelsiz artırım ile dolaşımdaki hisse sayısının artması şirketin işlem hacminin artmasını sağlayacaktır.

Likidite ve bireysel yatırımcı erişimi açısından olumlu olsa da Buffett bunu olumsuz görüyor. Her yıl ortakların büyük kısmının değişmesi ona göre olumsuz.
Read 32 tweets
Tweet mañanero y Cuenta atrás.

DESCONFIANZA
No metas tus perras en la fondue de queso
Nos espera una semana interesantísima. Un cierto respiro para los bancos y relacionados, tiempo que ganan para encontrar una solución al dilema. El miércoles, el papelón de Powell.
Cronología:

El fin de semana ha visto a los directivos y muchos empleados en las oficinas, incluso a horas intempestivas. No tan solo en los bancos bajo fuego directo (Credit Suisse, #FRB, Deutsche Bank) reconocido oficialmente.
Read 30 tweets
🧵THREAD - La lettre de Warren #Buffett

Une lettre de 9 pages vient d'être envoyée aux investisseurs de #BerkshireHathaway

Il y partage ses opinions, et ses résultats et surtout son portefeuille.

Le résumé👇
Les résultats financiers de #Berkshire au Q4 :

Le bénéfice ont chuté de 54 % pour atteindre 18,16 milliards de $ soit 12412$ par action.

Mais Buffett conseille aux #investisseurs d'examiner plutôt les bénéfices d'exploitation qui éliminent les fluctuations trimestrielles.
Au Q4, Berkshire a généré 6,71 milliards de dollars de bénéfices d'exploitation, soit une baisse de 8 %.

Les bénéfices ont chuté en raison de la baisse des résultats de ses activités ferroviaires et de ses opérations d'assurance, dans un contexte d'inflation.
Read 13 tweets
🧵THREAD - #TSMC : Dump massif des fonds d'investissement

Pourquoi Warren Buffett et les fonds spéculatifs se détournent ils du géant des semi-conducteurs taiwanais ? 👇 Image
Il s'agit d'un revirement inhabituellement rapide pour l'investissement de Warren #Buffett

Le 14 Novembre, #Berkshire Hathaway a révélé pour la première fois sa participation de 4,1 milliards de dollars dans TSMC.

4 mois plus tard, elle était réduit à environ 618 millions. Image
Berkshire a vendu ses actions après qu'elles aient grimpé d'environ 18 % par rapport au moment de leur achat initial.

Warren Buffett n'a donc pas perdu d'argent mais il a déclenché une véritable fuite des investisseurs et une chute importante de l'action.

Et l'explication...
Read 9 tweets
Bu sabah son dönemde yaşanan piyasa dalgalanması hakkında yazmak istedim. Bu konuda #Buffett şöyle diyor:
💬 “Sadece dalgalar çekilince kimin çıplak yüzdüğü anlaşılır.”
Benim için piyasa dalgalanmaları düşüş ya da ralli sonunda piyasanın bir sonraki hamlesi (devam etmek ya da aksi yönde harekete geçmek) için oy çoğunluğunu beklerken yaptığı genel hareketlerdir.
Bu piyasanın daha sağlıklı bir hale bürünmesini sağlar çünkü iyi ile kötü arasındaki fark yükselişte veya düşüşte belirgin bir farklılık yaratmaz. Ancak piyasa dalgalanmalarında herkes doğru hisseye geçmek için hamleler yapmaya başlayacaktır.
Read 12 tweets
67 yaşında halen aktif olarak portföyünü yöneten Thomas Russo, takip ettiğim ve portföyünü izlediğim bir değer yatırımcısı. Büyüyen kaliteli şirketleri al ve tut stratejisinin başarılı bir örneği; 30-40 yıl önce aldığı bir çok pozisyonu hala koruyor.
Stanford'da okurken 1982’de okula gelip şirketlerin marka değerini vurguladığı bir konuşma yapan Buffet’ı dinledikten sonra bazı şirketlere yatırım yapıyor ki bir kısmı hala portföyünde. O zamanlar aldığı Berkshire Hathaway, Nestle ve Heineken hisselerini 40 yıldır hiç satmadı.
Yaklaşık 10 mlr $ yönetiyor ve bu üç şirket portföyünün %36’sını oluşturuyor. Yatırım yapmaya başladığında Berkshire hissesi 900$ seviyesindeydi, şimdi 400 bin $’ın üzerinde. En büyük pozisyonu hala Berkshire Hathaway, portföyünün %18’ini oluşturuyor.
Read 17 tweets
Happy 9⃣2⃣nd Birthday to the favorite investing teacher for many of us.🎂 Every additional year of his life is an incredible gift to the Business & Investing community.🙏

Five of my favorite and useful #Buffett resources in the thread below ⬇️

cc: @dmuthuk @Gautam__Baid
1⃣ An Excellent 5 part Infographic series on Buffett by @VisualCap 👏

visualcapitalist.com/warren-buffett…
2⃣ "Lessons From Warren Buffett’s Annual Letters To Shareholders" phenomenal compilation by @CBinsights 👏

cbinsights.com/research/buffe…
Read 6 tweets
Porque Berkshire Hathaway $BRK tuvo una pérdida de $43.8 mil millones en el segundo trimestre y donde se esconde el gran problema?

👇🏼🧵
Primero seamos claros en un punto importante: la pérdida de Berkshire fue solo en el papel.
Las ganancias OPERATIVAS de $BRK totalizaron $9,283 mil millones en el 2ndo trimestre de 2022, un aumento del 38,8% con respecto al mismo trimestre del año anterior.
Read 11 tweets
1) Bugün #yatırım #notları alma serisinde yine @Scala_Kitapci tarafından dilimize kazandırılan @RobertGHagstrom’ın 12 ana bölüm ve toplam da 310 sayfadan oluşan değerli eseri #WarrenBuffettTarzı’nı özetlemeye çalışacağım.

#temelanaliz #finansalokuryazarlık #kitap Image
2) “Kuvvetli bir şirketin hisseleri #içseldeğeri’nin altında işlem görüyorsa, kararlı bir şekilde harekete geç.

Mantıklı şeylere derin bir saygı duyarken, ahmaklıktan tiksiniyor.

Basit olanı kucaklarken karmaşık olan her şeyden uzak durmaya çalışıyor.” +
3) “Biz #Buffett’ın kesinlikleri iskontolu satın alma yönünde bir tercihi olduğunu biliyoruz.

Kesinlikler bir şirketin ekonomik verilerinin öngörülebilirliği olarak tanımlanır.

Bir şirketin ekonomisi ne kadar öngörülebilir ise bu değerlendirme de o kadar çok kesinliğe” +
Read 30 tweets
Bir çok insan tarafından dünyanın en başarılı yatırımcısı olarak görülen Warren Buffett'ın akıl hocası Benjamin Graham'ın 'Akıllı Yatırımcı' kitabından 10 adet ders;

#yatırım #buffett #finans #borsa #bist #bist100 #Warrenbuffett #yatırımcı #BorsaIstanbul
-Akıllı yatırımcı, optimiste hisseyi satıp pesimit olandan alan bir realisttir.
- Kısa vadede piyasa bir oy kullanma yeridir, uzun vadede ise hassas bir tartıdır.
Read 11 tweets
1- İkinci çeyrek bilançolar öncesinde değerli @ergun_unutmaz hocamızın kaliteli çevirisi ile dilimize kazandırdığı, Warren Buffett ve Finansal Tabloların Yorumlanması kitabını ikinci kez okuyarak notlarımızı alalım.📝🗒

#temelanaliz #finansalokuryazarlık #yatırım #kitap Image
2- Warren Buffett’ın şirket arayışına her zaman şirketin Gelir Tablosu ile başladığı ve Warren’ın gelir tablosu madenciliğinin önemli bir adımının da şu olduğu vurgulanıyor.

Şirket, rekabet üstünlüğünü korumak için AR-GE ye çok para harcamak zorunda mıdır? +
3- ve para kazanmak için büyük bir kaldıraç kullanmaya ihtiyacı var mıdır?

Bu noktada, Warren Buffett için şirketlerin elde ettiği kazançlarının kaynağının, kazançların kendisinden hep daha önemli olduğu belirtilmektedir. +

#temelanaliz #yatırım #kitap
Read 35 tweets
1/ An update of a thread posted last month... 😉
2/ I’m staring at a list of stocks in the S&P 500 Index. The results are sorted by their weighting in the index from largest to smallest. At a 6.97% weight, $AAPL is at the top.
3/ The top 10 stocks in the S&P 500 represent 29.7% of the index. Nearly a third of every dollar you invest in that index is going into just ten stocks. The value-weighted average price-to-sales ratio is 7.3x.[i] Madness.
Read 10 tweets
Why $BRK's 2019-20 purchase of #Japan Inc is a potential #stagflation trade for the history books

🧵 follows

In this week’s PBL (just out!) we PiggyBack:

Warren Buffett’s Berkshire Hathaway into Japanese trading houses

Read/join free @SubstackInc:
piggyback.one/p/buffetts-inf…
1/X
Let's get to it:

August 31, 2020. $BRK sent out a release that left its many U.S.-focused watchers curious:

Berkshire disclosed having 5+% stakes in all five of #Japan's "big five" general trading houses (Sogo Shosha) after purchasing over 12 months in Tokyo Stock Exchange

2/X     “I am delighted to have Berkshire Hathaway participate
Buffett's / $BRK's "big five"

1 Itochu 🇯🇵TYO:8001|🇺🇸 $ITOCY
2 Marubeni Corp 🇯🇵TYO:8002|🇺🇸 $MARUY
3 Mitsubishi Corp 🇯🇵TYO:8058|🇺🇸 $MTSUY
4 Mitsui & Co 🇯🇵TYO:8031, 🇺🇸 $MITSY
5 Sumitomo Corp 🇯🇵TYO:8053|🇺🇸 $SSUMY

Chart @theTIKR
Disclosure: Long 1+2+3+4+5 piggyback.one/p/legal-discla…
3/X Chart 2: Market capitalization of equity and total enterpris
Read 9 tweets
🙏 for all those that participated in our poll.

The 87% that said "YES" to firing the manager for underperforming their bench by 100% over 5 years, nice work, you just fired Warren #Buffett on Feb 28, 2000 (see Fig 1) Image
Look now at Fig. 2: only two years after said Index Advocate would have fired Buffett, BRK was ahead of the index by 72% Image
The benefits of sitting out the crazy periods can be seen in Fig 3 below. That is Buffett from 1995 – today. Unfortunately Mr. Buffett will not live forever. Image
Read 5 tweets
Warren buffett letters can teach you more than any investor

Key learnings 👇

1. Invest in Tollbooth Businesses

These r those businesses to which u have to pay whether you like it or not, in order to do things u do want to do.

For ex: To use a laptop, you have to use Windows.
2. Dividend-paying companies are bad

Companies that distribute dividends from their profits don’t have the ability to re-invest their profits in business.

Profits reinvested in the business create a lot more wealth for shareholders than dividends.

#sharemarket #WarrenBuffett
3. Moat

#Buffett believes in investing in businesses that have a moat that is sustainable and would not weaken over time.

#StockMarketindia
Read 6 tweets
Happy Birthday to the favorite Investing Teacher for many of us.🎂

Five of my favorite and useful #Buffett resources in the thread below ⬇️

CC: @dmuthuk @Gautam__Baid
1⃣ An Excellent 5 part Infographic series on Buffett by @VisualCap

visualcapitalist.com/warren-buffett…
2⃣"Lessons From Warren Buffett’s Annual Letters To Shareholders" phenomenal compilation by @CBinsights

cbinsights.com/research/buffe…
Read 6 tweets
"In a 2011 Times Op-Ed, Warren #Buffett decried the treatment of #carriedinterest, which allowed him to report a lower tax rate than his secretary. A minimum tax on millionaires was proposed shortly thereafter & dubbed the '#BuffettRule.'”

nytimes.com/2021/04/23/bus… #PrivateEquity
1. "The #carriedinterestloophole might finally disappear. Profits earned from funds owned by real estate investors & mgrs of #privateequity & #venturecapital firms are taxed as #capitalgains at about 20%, instead of as regular income, which is taxed at more than double that rate"
2. "#Privateequity executives are also worried that the Biden administration may limit the tax deductibility of corporate interest payments, which would be another hit to their business model."
Read 4 tweets
$CVS remains my top large cap pick here. I think Buffett letter this weekend was the most bullish thing I’ve read for value stocks in a long time. He basically said bonds are the worst investment here and that Wall St never gets tired of story stocks. This is a toxic statement if
by #Buffett if you’re a growth investor that has just come off a hell of a decade. Now getting back to CVS. Currently trading at a FCF yield of >12% i.e. printing money. What many people don’t realize is this is a subscription business. Here me out for a second. Their PBM which
is the arm of the business that manages drug spend for employers has a 99% retention rate and built in growth in spend. We’re talking the largest companies in the world along with government programs such as Medicaid. They retain year in and year out 99% of current customers.
Read 12 tweets
Thread on ‘capital allocation’.

1/ The Buffett shareholder letter has got me thinking about what a great capital allocator he has been at #BRK. One of the best ever. Henry Singleton, Tom Murphy & a few others are right along side him.
2/ A great capital allocator in my opinion can be correlated with long-term market outperformance. @chriswmayer makes this case in his book #100baggers. William Thorndike hammers the point in #theoutsiders
3/ So what are the capital allocation decisions that made #Buffett and others so great? And how can we identify a CEO that can allocate effectively?
Read 14 tweets
Time for a very short story !!

Once a 14 year old kid, who used to deliver newspapers, told his family friend that if he doesn't become a millionaire by the age of 30, he'll jump of the tallest building of his city !

Sadly, he didn't become a millionaire by 30 ! 😔

1/n
#story
I'm sure nobody even remembered his outrageous claim after 16 years but that child.....that child is now the age of your grandpa and is worth $85 Billion !!! 😮

He is the legend himself - Warren Buffett !

A short thread on Warren Buffett !

2/n
#WarrenBuffett
Warren Edward Buffett, also known as the "Oracle of Omaha" is the 4th richest man in the world as I'm writing this.

Born in 1930, in Omaha, USA, he went from being a newspaper delivery boy to the owner of Berkshire Hathaway, a $526 B conglomerate !

3/n
#Omaha
Read 9 tweets
La comunidad inversora siempra habla de #Buffett, #Munger, #Bogle o #Graham pero se olvida, sobre todo la comunidad dividendera, de #GeraldineWeiss

Para no olvidarla, abro hilo sobre la ‘Gran Dama de los Dividendos’ 👇

Nota: Aunque se base en #dividendos no es B&H puro
1. Geraldine Weiss nació en San Francisco en 1926 y gracias a que sus padres eran inversores se interesó por las finanzas. Se graduó en 1945 por la Universidad de California en Negocios y Finanzas.
2. Se interesó por la inversión en bolsa a leer todos los libros de inversión de la bibiloteca de San Diego, pero los más le influenciaron fueron los de Benjamin Graham: El Inversor Inteligente y Security Analysis.
Read 11 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!