HONDA N-ONE
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Warren Buffett will face the market trends of 2025 with $325 billion in cash. December 17, 2024
In 2024, Warren Buffett led Berkshire Hathaway to a 26% increase in stock prices, greatly energizing the market. However, during the same year, Buffett accumulated $325 billion in cash while conducting share buybacks and selling major holdings, significantly increasing short-term government bonds and cash ratios. This move is seen as a cautious stance amidst the market being at historically high levels.
Selling off holdings in Apple and Bank of America while expanding investments in Domino's Pizza demonstrates Buffett's unwavering investment philosophy. Additionally, there is a possibility of targeting deep value investments in preparation for the expected market correction in 2025. The presence of Greg Abel, who is mentioned as a successor, will be a crucial factor in predicting the future direction of Berkshire.
Berkshire Hathaway's cash holding strategy and its impact on the market.
The massive cash amount of 325 billion dollars held by Berkshire Hathaway at the end of 2024 is not just a hoard, but rather a part of Buffett's market...
In 2024, Warren Buffett led Berkshire Hathaway to a 26% increase in stock prices, greatly energizing the market. However, during the same year, Buffett accumulated $325 billion in cash while conducting share buybacks and selling major holdings, significantly increasing short-term government bonds and cash ratios. This move is seen as a cautious stance amidst the market being at historically high levels.
Selling off holdings in Apple and Bank of America while expanding investments in Domino's Pizza demonstrates Buffett's unwavering investment philosophy. Additionally, there is a possibility of targeting deep value investments in preparation for the expected market correction in 2025. The presence of Greg Abel, who is mentioned as a successor, will be a crucial factor in predicting the future direction of Berkshire.
Berkshire Hathaway's cash holding strategy and its impact on the market.
The massive cash amount of 325 billion dollars held by Berkshire Hathaway at the end of 2024 is not just a hoard, but rather a part of Buffett's market...
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In a certain program, children used the unpopular horse mackerel. In a project to develop a menu, Kurazushi, up to the president, appeared, and I was deeply moved by the serious dedication to product development. Predicting from that attitude, I think Kurazushi's stock price will rise. (-'-')ノ)`-' )ﾍﾟｼｯ
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$Metaplanet (3350.JP)$
Eh, everyone! It's time for the questionnaire![]()
![]()
‼️
Do you use NISA? What should I do with the NISA quota next year 💦. Over the![]()
I'm prepared to go to Metapura 40% or more, but how is everyone![]()
![]()
![]()
Please share your various opinions and plans~![]()
![]()
![]()
Eh, everyone! It's time for the questionnaire
Do you use NISA? What should I do with the NISA quota next year 💦. Over the
Please share your various opinions and plans~
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HONDA N-ONE
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Benefiting from the demand for Datacenter construction driven by the AI boom.Businesses known as "subcontractors" that excel in specialized facility work such as air conditioning and electricity, rather than major general construction contractors like Zenekon, are benefiting.These businesses are.updating their record highs since listing earlier this year, with some stocks soaring by more than 1.6 times in stock price over the last 3 months.there are also.equities.
Many of the related stocksThe interim financial results for the fiscal year ending March 25 are strong, with not a few stocks revising upwards their full-year outlook and adding to dividend forecasts.. The Datacenter boom has led to increased revenue and the selective picking of orders in the backdrop of a "seller's market", contributing to an increase in profit margin. It can be said to be an "leading index" of future performance.Many stocks have orders exceeding the same period of the previous year, and the outlook for the future is also favorable.It can be said.
Among them, I will pick up 4 promising air conditioning construction stocks and 2 electrical construction stocks that have hit their all-time highs since November.
【Subcontractors for Air Conditioning Equipment Construction】
◆ $Asahi Kogyosha (1975.JP)$
Established in 1925, a major player specializing in air conditioning and sanitation equipment installation. It excels in high-tech environment control systems such as clean rooms, Factories, research labs, and...
Many of the related stocksThe interim financial results for the fiscal year ending March 25 are strong, with not a few stocks revising upwards their full-year outlook and adding to dividend forecasts.. The Datacenter boom has led to increased revenue and the selective picking of orders in the backdrop of a "seller's market", contributing to an increase in profit margin. It can be said to be an "leading index" of future performance.Many stocks have orders exceeding the same period of the previous year, and the outlook for the future is also favorable.It can be said.
Among them, I will pick up 4 promising air conditioning construction stocks and 2 electrical construction stocks that have hit their all-time highs since November.
【Subcontractors for Air Conditioning Equipment Construction】
◆ $Asahi Kogyosha (1975.JP)$
Established in 1925, a major player specializing in air conditioning and sanitation equipment installation. It excels in high-tech environment control systems such as clean rooms, Factories, research labs, and...
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Why is everything currently declining?
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$MicroStrategy (MSTR.US)$
Stock prices are determined by the stock system, so even if Bitcoin exceeds 0.1 million dollars, if institutions collectively lean towards selling, the stock price will fall. The same principle applies when Nvidia reports record highs and positive outlooks but the stock price still drops. It would be meaningless if the stock price drops despite one's efforts. Perhaps some regulations are necessary. Depending on how short selling is done, it may even qualify as market manipulation. The United States is expected to have stricter regulations in this regard than Japan.
Stock prices are determined by the stock system, so even if Bitcoin exceeds 0.1 million dollars, if institutions collectively lean towards selling, the stock price will fall. The same principle applies when Nvidia reports record highs and positive outlooks but the stock price still drops. It would be meaningless if the stock price drops despite one's efforts. Perhaps some regulations are necessary. Depending on how short selling is done, it may even qualify as market manipulation. The United States is expected to have stricter regulations in this regard than Japan.
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Have you ever been troubled by placing orders at disadvantageous prices due to rapid market fluctuations in a short period of time? Temporary market factors and substantial orders often lead to sharp rises/falls in stock prices which can quickly normalize and differ from the actual trend.![]()
To solve such issues,new feature'Trigger Count Setting'has been developed!
Useful in times like this!
When passing through an event
Market movements can be significant after the announcement of financial policies and important economic indicators (such as FOMC, US employment statistics), but these short-term price movements often differ from the actual trend.By setting the trigger price to be touched multiple times in advance, you can prevent unintended orders. Rather than single price movements,confirm a certain level of stock price stability before placing an order.Limiting to prevent unintended orders. Rather than single price movements,This increases the possibility of improving trading accuracy.
During panic markets
Rapid surges/drops tend to induce panic buying/selling, leading to emotional investment decisions. Even when the market falls into panic,Setting trigger prices to be touched multiple times in advanceAiming to place orders when a certain degree of stable price movement is confirmed.at a timing where relatively stable price movements are observed.The one-off panic...
Useful in times like this!
When passing through an event
Market movements can be significant after the announcement of financial policies and important economic indicators (such as FOMC, US employment statistics), but these short-term price movements often differ from the actual trend.By setting the trigger price to be touched multiple times in advance, you can prevent unintended orders. Rather than single price movements,confirm a certain level of stock price stability before placing an order.Limiting to prevent unintended orders. Rather than single price movements,This increases the possibility of improving trading accuracy.
During panic markets
Rapid surges/drops tend to induce panic buying/selling, leading to emotional investment decisions. Even when the market falls into panic,Setting trigger prices to be touched multiple times in advanceAiming to place orders when a certain degree of stable price movement is confirmed.at a timing where relatively stable price movements are observed.The one-off panic...
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$Sanrio (8136.JP)$
Holding and buying more was worth it.
It bounced back at the weekly resistance line...
But it seems unstable for a while, doesn't it?
Plan to take profit on dips.
Holding and buying more was worth it.
It bounced back at the weekly resistance line...
But it seems unstable for a while, doesn't it?
Plan to take profit on dips.
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
HONDA N-ONE
commented on
The U.S. stock market was closed on Thursday for Thanksgiving, and trading will resume on Friday. Despite the shortened trading hours, investors' optimistic views remain intact, especially the bullish outlook on small-cap stocks continues to be strong. With the holiday season supporting the entire economy, the expectation of solid personal consumption is expected to further boost market sentiment, as anticipated by many major investment institutions.
According to investment research firm Bespoke Investment Group, summarizing historical movements spanning over 70 years, $S&P 500 Index (.SPX.US)$Summarizing the historical movements, since 1945,During Thanksgiving week, the average increase in the S&P 500 index is 60 basis points.The highest returns occur on the day before Thanksgiving (Wednesday), with positive market trends also observed on Fridays.
Moreover, according to Schaeffer, over the past 50 years, the S&P 500 index has averaged a 0.54% increase during Thanksgiving week, showing a 68% probability of a positive return.
According to BofA Global Research, historically, the S&P500 index...
According to investment research firm Bespoke Investment Group, summarizing historical movements spanning over 70 years, $S&P 500 Index (.SPX.US)$Summarizing the historical movements, since 1945,During Thanksgiving week, the average increase in the S&P 500 index is 60 basis points.The highest returns occur on the day before Thanksgiving (Wednesday), with positive market trends also observed on Fridays.
Moreover, according to Schaeffer, over the past 50 years, the S&P 500 index has averaged a 0.54% increase during Thanksgiving week, showing a 68% probability of a positive return.
According to BofA Global Research, historically, the S&P500 index...
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HONDA N-ONE : Is Mr. Morinaga's Nikkei average of 3000 yen promising?![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")