Aus meiner Sicht wird da zu viel genörgelt in letzter Zeit wegen verpasster Chancen etc. Man muss nicht den besten Moment für andere erwischen, sondern wenn das Unternehmen denkt, dass Ihr Schritt passend für Berkshire ist. Buffet ist bestimmt nicht vermögend geworden, weil er sich sorgt was andere denken ^^
Libuda
: Warren Buffett's (new) favorite bank stock
We recently learned that Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) has been unloading some of its bank stocks. In addition to selling its entire Goldman Sachs (NYSE: GS) stake, the conglomerate also sold billions of dollars worth of Wells Fargo (NYSE: WFC) and JPMorgan Chase (NYSE: JPM) shares during the second quarter, and also reduced several of its smaller bank stock positions.
However, we also learned that Warren Buffett and his team have spent more than $2 billion to add to the company's massive Bank of America investment in the weeks since the second quarter ended. Berkshire now owns more than 1 billion shares of the bank ? an 11.9% stake in it worth more than $26 billion.
It's not difficult to see why Buffett is a fan of Bank of America. CEO Brian Moynihan and his team have done a fantastic job of improving asset quality and efficiency since the financial crisis, and they have also done a great job of crafting a favorable public perception of the brand. In recent quarters (before the pandemic), Bank of America's loan and deposit growth rates have generally been the best of the large U.S. banks.
While there are certainly some short-term uncertainties regarding how the pandemic will affect the bank's business, the fact remains that this is a well-run institution that should be just fine long term. And it's a well-run institution that trades for just 91% of its book value right now.
Was passiert eigentlich nach Buffet? Bei 89 Jahren vielleicht auch ne berechtigte Frage, er selbst würde ja nach ihm niemanden vertrauen und veranlasst, dass sein Geld für die Familie vollständig in den S&P 500 gesteckt wird, also nicht mal m bzw. Nur indirekt in seinen eigenen Fonds.
Was meinst Du, was nach ihm passieren soll? Die Töchter laufen ja alle autark und für das Aktienportfolio sind zwei im Nachwuchs, die einen guten Job machen.