He expects a crash he will sell more apple then after the crash in large cap stock in tech sector will buy more apple Microsoft Google.
Stealing from retail increasing institutional share.
Meta still undervalued so that may surge
MangoTwistedMetal on
Buffett is an old school investor. He’s probably extra cautious in an environment where the market is at record levels. Fearful when others are greedy mindset. I think a lot of legitimate investors with billions and billions under their management, fear the Minsky moment. Us regards and our peanuts don’t have to worry such economic theories.
Electronic_Demand513 on
Buffet only buys stocks when he knows he can make money safely. He is able to make more money by avoiding bad losses. He is brilliant.
TheBattleGnome on
With Warren’s vast resources… this should all be a sign for us. Full send it Bois.
Tilting_Gambit on
Guys he answers this question literally every single year in the annual meeting.
He has said, for years, there are hundreds and hundreds of excellent businesses that are undervalued and absolutely worth investing in. The reason Berkshire Hathaway doesn’t buy them all is because they would represent a miniscule fraction of the company’s holdings. He does not want to end up with a portfolio of 2,000 companies worth under $100m each. It’s a major effort to keep track of an existing portfolio and do due diligence for each new acquisition.
The sheer size of Berkshire Hathaway means that he’s looking for investment opportunities worth billions or tens of billions. The issue with that is that there just aren’t as many of those companies to begin with, and far fewer that are undervalued. He would rather keep the money in cash than put it into companies that don’t represent a discount on his fundamentals analysis.
The majority of his holdings are worth over a billion dollars in companies worth tens of billions of dollars. If he was to invest in six companies for $500m each tomorrow, his cash on hand would go from $168b to $166b. It’s not worth their time chasing small fish. He’s looking for a five or ten billion dollar investment. And they’re just difficult to find.
Seriously, I see a thread speculating that Buffett is predicting a crash every week. Instead of just doing a 3 minute google search you idiots go and make Seinfeld memes.
7 Comments
Be fearful when others are greedy
He expects a crash he will sell more apple then after the crash in large cap stock in tech sector will buy more apple Microsoft Google.
Stealing from retail increasing institutional share.
Meta still undervalued so that may surge
Buffett is an old school investor. He’s probably extra cautious in an environment where the market is at record levels. Fearful when others are greedy mindset. I think a lot of legitimate investors with billions and billions under their management, fear the Minsky moment. Us regards and our peanuts don’t have to worry such economic theories.
Buffet only buys stocks when he knows he can make money safely. He is able to make more money by avoiding bad losses. He is brilliant.
With Warren’s vast resources… this should all be a sign for us. Full send it Bois.
Guys he answers this question literally every single year in the annual meeting.
He has said, for years, there are hundreds and hundreds of excellent businesses that are undervalued and absolutely worth investing in. The reason Berkshire Hathaway doesn’t buy them all is because they would represent a miniscule fraction of the company’s holdings. He does not want to end up with a portfolio of 2,000 companies worth under $100m each. It’s a major effort to keep track of an existing portfolio and do due diligence for each new acquisition.
The sheer size of Berkshire Hathaway means that he’s looking for investment opportunities worth billions or tens of billions. The issue with that is that there just aren’t as many of those companies to begin with, and far fewer that are undervalued. He would rather keep the money in cash than put it into companies that don’t represent a discount on his fundamentals analysis.
The majority of his holdings are worth over a billion dollars in companies worth tens of billions of dollars. If he was to invest in six companies for $500m each tomorrow, his cash on hand would go from $168b to $166b. It’s not worth their time chasing small fish. He’s looking for a five or ten billion dollar investment. And they’re just difficult to find.
Seriously, I see a thread speculating that Buffett is predicting a crash every week. Instead of just doing a 3 minute google search you idiots go and make Seinfeld memes.
As if anyone in this sub could afford BRK.A