Driven by key incidents and short-midterm oriented
$The Competition fund$
$The Competition fund$
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Until October, 73.4% of reported earnings for 22Q3 were above analyst expectations. This compares to a long-term average of 66%.
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$Global Value Vision one$
New adjustment
New adjustment
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According to the latest form 13f submitted by Berkshire Hathaway led by Buffett, in the first quarter, it newly acquired approximately 69 million shares of Paramount Global, worth around 2.6 billion US dollars, accounting for about 6% of Berkshire Hathaway's total investments. Paramount Global's stock price surged by 10%.
Paramount Global's stock price has outperformed the broader market this year, falling by 7.2%, while the S&P 500 index fell by 14.9% during the same period.
One perspective to consider is Buffett's attitude towards streaming media. Including Paramount Global, Buffett now holds three companies as their main businesses involve streaming services, the other two being Apple (Apple TV+) and Amazon (Prime).
Affiliated companies: $Netflix (NFLX.US)$ $Amazon (AMZN.US)$ $Paramount Global-B (PARA.US)$
Paramount Global's stock price has outperformed the broader market this year, falling by 7.2%, while the S&P 500 index fell by 14.9% during the same period.
One perspective to consider is Buffett's attitude towards streaming media. Including Paramount Global, Buffett now holds three companies as their main businesses involve streaming services, the other two being Apple (Apple TV+) and Amazon (Prime).
Affiliated companies: $Netflix (NFLX.US)$ $Amazon (AMZN.US)$ $Paramount Global-B (PARA.US)$
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Fit the tendency of times is needed when making investment. Energy is always in demand and the demand is growing. Besides, the price of energy is increasing consistently and now much influenced by the pandemic and war on the upward way. The tendency will stay on the mid-term and the Global Energy Value portfolio will be benefit from it.
The second portfolio is for consumer products. It's not necessary to illustrate how this sector can go through cycles. T...
The second portfolio is for consumer products. It's not necessary to illustrate how this sector can go through cycles. T...
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