NVDA
NVIDIA
-- 141.120 FUBO
FuboTV
-- 5.480 TSLA
Tesla
-- 392.330 MU
Micron Technology
-- 101.980 PLTR
Palantir
-- 70.145 Mr. Buffett, while staying defensive, also goes against the trend! Increasing cash positions, making new investments in Domino's Pizza! What is his aim?
"Investing God" Mr. Buffettの最新ポートフォリオと新たな「お気に入り銘柄」が明らかになった。ウォーレン・バフェット氏が率いるバークシャー・ハサウェイが開示した13F報告書によると、バフェット氏は7-9月期にアップル（AAPL）などテクノロジー株の売却を進め、手元現金を過去最高水準に積み増した。一方、ドミノ・ピザ（DPZ）など2銘柄を新規取得I did.
Against the backdrop of a temporary pause in the 'Trump Trade,' Mr. Buffett's cautious stance and new investments are worth noting.Warren Buffett's Latest Portfolioandconfirming the characteristics of newly acquired stocksIn addition,exploring the motives behind these actions。
◇ Cash on hand at record high levels
$Berkshire Hathaway-B (BRK.B.US)$（以下、バークシャー）は7-9月期に36 billionドル相当の株式を売却した一方、1.5 billionドル相当の株式を購入した。その結果、手元現金は過去最高水準の325.2 billionドルに達した。大型株では長期保有していた $Apple (AAPL.US)$and $Bank of America (BAC.US)$ continued to be sold.
In terms of global sectors, technology is under pressure while consumer staples are rising.
Compared to the April-June period, the proportion of technology and energy decreased by sector, while the proportions of daily necessities, finance, and health care increased.
Compared to the April-June period, the proportion of technology and energy decreased by sector, while the proportions of daily necessities, finance, and health care increased.
◇ Stocks sold
In addition to Apple and Bank of America, Berkshire acquired a cosmetic retail business in the 4-6 quarter. $Ulta Beauty (ULTA.US)$Significantly reduced the shareholding. In response to this, Ulta Beauty Inc. shares fell 2.4% in after-hours trading on November 14th. qitabankuai, some of the stocks that were sold $Charter Communications (CHTR.US)$ 、 $Nu Holdings (NU.US)$ などとなっている。 $Floor & Decor (FND.US)$It has been completely divested.
◇取得銘柄
The newly acquired stocks are from a pizza delivery company $Domino's Pizza (DPZ.US)$and pool corp sales company $Pool Corp (POOL.US)$became two stocks. Added a small position in the aircraft manufacturer $Heico (HEI.US)$slightly increased the position in domino's pizza
The newly acquired stocks are from a pizza delivery company $Domino's Pizza (DPZ.US)$and pool corp sales company $Pool Corp (POOL.US)$became two stocks. Added a small position in the aircraft manufacturer $Heico (HEI.US)$slightly increased the position in domino's pizza
When comparing domino's pizza and pool, which Mr. Buffett newly acquired, with apple and bank of america which were additionally sold, we can say there are two distinct features in the newly acquired stocks.
◇ Characteristic 1: Small and mid-cap value stocks
Buffett's new acquisitions Domino's Pizza and Pool Corp are small and mid-cap value stocks, while the additional sales of Apple and Bank of America are large cap stocks with high valuations.
Buffett's new acquisitions Domino's Pizza and Pool Corp are small and mid-cap value stocks, while the additional sales of Apple and Bank of America are large cap stocks with high valuations.
For example, when checking the deviation rate between the forward 12-month expected PER (Price Earnings Ratio) and the average PER of the past 5 years, both apple and bank of america corp exceed 10%.more expensive than beforeHowever, domino's pizza and pool corp are below 5%. In the case of domino's pizza, it is negative, which is approximately 10% lower than the average of the past 5 years valuation.Undervalued
◇ Feature 2: Concerns about performance have not affected stock price performance.
The year-to-date price performance of Domino's Pizza and Pool Corp are each5.8％and-10.3％となっており、S&P500指数の24.7％Compared to the previous year, there is a clear sense of falling behind. Domino's Pizza stock is affected by the spending pressure from low-income consumers, while Pool Corp is impacted by the sluggish pool demand in an environment where discretionary spending is cautious.
The year-to-date price performance of Domino's Pizza and Pool Corp are each5.8％and-10.3％となっており、S&P500指数の24.7％Compared to the previous year, there is a clear sense of falling behind. Domino's Pizza stock is affected by the spending pressure from low-income consumers, while Pool Corp is impacted by the sluggish pool demand in an environment where discretionary spending is cautious.
Overall, From the trading trends in the July-September period, it can be seen that Mr. Buffett isみんなが楽観的なときは慎重スタンスを取っており、sticking to defensive plays while contrarian investing in relatively undervalued stocksThis is it.The essence of Buffett-style investment techniques. it might be.
● $Domino's Pizza (DPZ.US)$
A pizza delivery company. It operates Domino's Pizza stores owned by the company and franchised in various countries including the USA.
A pizza delivery company. It operates Domino's Pizza stores owned by the company and franchised in various countries including the USA.
● $Pool Corp (POOL.US)$
A company that sells pool supplies. It provides construction materials, replacement components, fences, pool repair materials, spa supplies, etc. Operating globally.
A company that sells pool supplies. It provides construction materials, replacement components, fences, pool repair materials, spa supplies, etc. Operating globally.
Created on November 15, 2024. Market Analyst Julie
Source: Created by moomoo Securities from various reports including Bloomberg.
Source: Created by moomoo Securities from various reports including Bloomberg.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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初音ミク0139 : Paying gold to a pizza shop, do you want to increase obesity? lol