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ThemenmitKopf
@topicswithhead
2Sem.·

Buffet

43
39 Commentaires
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Tenbagger2024@Tenbagger2024
2Sem.
When will he buy Novo 🙈😂 . Buffet probably follows the getquin community
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Soprano@Soprano
2Sem.
@Tenbagger2024 Firstly, his interest in Europe is historically low, and secondly, he doesn't need to make this public
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ThemenmitKopf@topicswithhead
2Sem.
@Soprano Why should he not have to publish it? If he buys adrs
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Tenbagger2024@Tenbagger2024
2Sem.
@Soprano
I read today . Buffet would have joined $LMT
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Soprano@Soprano
2Sem.
@topicswithhead Well, ADRs would be an option, but otherwise his Japan shares, for example, are not included in the 13F either
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Saschko@WarrenamBuffet
2Sem.
@Tenbagger2024 I admit I'm the real Warren
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Solitair@Solitair
2Sem.
Great, now I'm only down 44% with United health. before it was over 60
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GG H.@GGHyperX
2Sem.
So now I'm really overweight $UNH. My two biggest individual stocks are the two 😅🙈
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Soprano@Soprano
2Sem.
@GGHyperX Well, you'll be able to cope with the extra 0.2% 🤣
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Soprano@Soprano
2Sem.
Super interesting. Entering the construction industry and UNH simultaneously reducing at Apple. I think that's right and understandable.

What I don't understand is what his plan is with Chevron, so far no outperformance is apparent.

In addition, the net cash ratio has probably not been reduced again. I would almost say the bottom line is that more money was taken out than invested
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ThemenmitKopf@topicswithhead
2Sem.
@Soprano yes, but he doesn't have good timing with UNH. The buy in is significantly higher than the 52 low. Not much value to me though, never been a Buffet boy and don't see his investment brilliance. Nevertheless, he has of course created a huge return.
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Soprano@Soprano
2Sem.
@topicswithhead Since the filings are from June, the July low can't be in there either. He has probably lowered the entry point.

What does "don't see his investment brilliance" mean wtf? 😭
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ThemenmitKopf@topicswithhead
2Sem.
@Soprano He is the most overhyped investor. If you look at his investments, he has more mid investments than good ones. His best investment is Apple and since he doesn't see himself as a VC, you can do that. He has also simply sold most of the interesting investments, especially in the tech sector. So the statement is not controversial at all, especially if you look at his cash holdings.
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ThemenmitKopf@topicswithhead
2Sem.
@topicswithhead I'm not talking down to him, but it's simply the truth. Apart from that, most of the value comes from private companies anyway, e.g. Geico. That's why it should rather be described as the best Holding Bauer or M&A.
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ThemenmitKopf@topicswithhead
2Sem.
@topicswithhead The question of how much munger picked and what he picked remains unanswered.
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trump@trump
2Sem.
@Soprano chevron is intended for the long term and not for the near future
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Soprano@Soprano
2Sem.
@trump and what else is supposed to happen?
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trump@trump
2Sem.
@Soprano as soon as oil becomes scarcer, it automatically rises
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ThemenmitKopf@topicswithhead
2Sem.
@trump Why should oil become much scarcer? The Saudis have almost infinite etc. If that were the case, everyone would have to cap the volume, but you of all people have spoken out against it. On the contrary, you insisted on increasing volumes and lowering prices.
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trump@trump
2Sem.
@topicswithhead I spoke of "in the long term
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Voir toutes les 11 autres réponses
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Allan@Allan-
2Sem.
@Tenbagger2024 novo? He wants to make money, not lose it. You won't get rich from believing and courting😀
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Elesglar@Elesglar
2Sem.
Why is he so crazy with $POOL PoolCorp I dont see anything on it...
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market_expert_gbtws@market_expert_gbtws
2Sem.
Unh to the moon
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Chris@Chrispexlivanis
2Sem.
Ohhhhh yeah 👍👍👍👍 buffet
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Nom@user28461
2Sem.
China Buffet? 😆
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2Sem.
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ThemenmitKopf@topicswithhead
2Sem.
@Schubidu08 the release is delayed by 45 days and parts longer. You can also see this in the price. Buffets buy in was significantly higher than the lowest price recently
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