Berkshire "berappeln" sich

Berkshire trennt sich von einigen Beteiligungen, schweigt über neue Investition

Am 14. Februar 2024 um 22:34 Uhr

 

das der Kursentwuicklung auch so:

Warren Buffett hat im Schlussquartal Aktien von Apple verkauft. Kaum zu glauben, aber was. Der Starinvestor hat seine größte Position im Depot von Berkshire Hathaway etwas verkleinert. Sollten sich Anleger Sorgen um Apple machen? Schließlich nimmt in Cupertino immer noch niemand die Abkürzung KI in den Mund.

https://www.wallstreet-online.de/video/...t-soundhound-aktien-nel-aus
 

https://www.zeit.de/digital/datenschutz/2024-02/...tencomputer-schutz  

Bis Ende letzten Jahres war allein der Einsatz in Japan bei
Itochu (OTCPK:ITOCF) (OTCPK:ITOCY), Marubeni (OTCPK:MARUY) (OTCPK:MARUF), Mitsubishi (OTCPK:MSBHF), Mitsui (OTCPK:MITSY) (OTCPK:MITSF) and Sumitomo (OTCPK:SSUMF) (OTCPK:SSUMY)
gewinnbringend, in Summe 8Mrd bzw. +61%
Quelle: https://seekingalpha.com/news/...berkshire-investing-in-annual-letter  

Bis Ende letzten Jahres war allein der Einsatz in Japan bei
Itochu (OTCPK:ITOCF) (OTCPK:ITOCY), Marubeni (OTCPK:MARUY) (OTCPK:MARUF), Mitsubishi (OTCPK:MSBHF), Mitsui (OTCPK:MITSY) (OTCPK:MITSF) and Sumitomo (OTCPK:SSUMF) (OTCPK:SSUMY)
gewinnbringend, in Summe 8Mrd bzw. +61%
Quelle: https://seekingalpha.com/news/...berkshire-investing-in-annual-letter  

Warren Buffetts Berkshire steht an der Schwelle zum 1-Billion-Dollar-Club

https://www.wallstreet-online.de/nachricht/...e-1-billion-dollar-club
 

 

Ich frage mich, ob BH sich auf Aktienrückkäufe verlegen wird, sollten die Übernahmegelegenheiten tatsächlich so ausbleiben wie geschildert. Kann dem Kurs ggfs. nur gut tun. Habe weiterhin kein einziges Stück mehr aus der Hand gegeben.

 

Bilanz schlägt Erwartungen: Buffetts Berkshire Hathaway hält Barmittel in Rekordhöhe - Aktie dreht dennoch ins Minus

26.02.24 22:26 Uhr

 

 

https://finance.yahoo.com/news/...ire-hathaway-sitting-164126871.html  

Berkshire Hathaway Inc. (NYSE:BRK-B)

Number of Hedge Fund Holders: 117

Berkshire Hathaway Inc. (NYSE:BRK-B), a global conglomerate, operates in insurance, freight rail transportation, and utility sectors. On February 26, Berkshire Hathaway Inc. (NYSE:BRK-B) announced strong Q4 operating earnings growth and the disclosure of a record cash amount on its balance sheet. The company, led by Warren Buffett, reported a 28% increase in Q4 earnings compared to 2023, driven by insurance underwriting and investment income. With $167.6 billion in cash and short-term securities, Berkshire Hathaway is nearing a $1 trillion market capitalization, joining the ranks of major tech giants like Apple, Microsoft, Alphabet, Amazon, and Nvidia.

According to Insider Monkey’s fourth quarter database, 117 hedge funds were long Berkshire Hathaway Inc. (NYSE:BRK-B), compared to 116 funds in the prior quarter. Bill & Melinda Gates Foundation Trust is the largest stakeholder of the company, with approximately 20 million worth $7.10 billion.

Here is what Black Bear Value Fund has to say about Berkshire Hathaway Inc. (NYSE:BRK-B) in its Q3 2022 investor letter:
“Going forward I expect Berkshire to compound at above average returns from this price. BRK is a collection of high-quality businesses, excellent management, and a good amount of optionality in their cash position. If the cash were to be deployed accretively, the true value would be greater than an 8% premium (as mentioned above). The combination of a pie that is growing, an increasing share of said pie due to stock buybacks, upside optionality from cash and a tight range of likely business outcomes that span a variety of economic futures gives me comfort in continuing to own Berkshire.”

https://finance.yahoo.com/news/...s-buy-144523644.html?.tsrc=fin-srch
 

...  

https://finance.yahoo.com/news/...lding-back-berkshire-122500744.html  

https://finance.yahoo.com/news/...-sitting-168-billion-120000381.html
 

von Berkshire.

https://finance.yahoo.com/news/...buffett-stocks-could-111500741.html  

https://finance.yahoo.com/news/...shire-hathaway-stock-080400919.html  

Berkshire Hathaway wohl mit Aktienrückkauf in Milliardenhöhe - Gehalt von Buffett offengelegt

18.03.24 21:24 Uhr

 

In Folge 266 des Podcast "InvestorStories" ging es diesmal um Beteiligungsgesellschaften:
https://investor-stories.de/investor-story-gunter-burgbacher

Ab min 00:16:30 geht es um Berkshire Hathaway. Auch an späterer Stelle kommt er nochmal darauf zurück.

 

Der Kurs ist noch nie soweit aus seinem Trendkanal nach oben ausgebrochen, hat sogar seinen Rekord von 98-99 eingestellt.
Das KGV ist irgendwo um 25, das KBV 1,45 - 1,55. Auf den beiden ATHs, habe ich das erste Mal den kompletten BH-Bestand abgebaut.
Maßgeblich dafür war, dass ich schon soweit wie möglich in diesen Bullenrun mitgelaufen bin und den Zeitpunkt immer wieder vor mir hergeschoben habe,
der letzte Ausblick Buffets hat meine ohnehin schon kritische Haltung getriggert.
 

Artisan Select Equity Fund stated the following regarding Berkshire Hathaway Inc. (NYSE:BRK-B) in its fourth quarter 2023 investor letter:

"Our top seven holdings are American Express (the world’s leading premium closed loop credit card network operator), Samsung Electronics (the leading global manufacturer of memory semiconductors), Berkshire Hathaway Inc. (NYSE:BRK-B) (the holding company run by Warren Buffett), Elevance (a leading US health insurer), Danone (global food and nutrition), Heidelberg Materials (global cement and aggregates) and Alphabet (global Internet search)Our top seven are certainly not as dominant or as profitable collectively as their Magnificent Seven counterparts. But they are durable, attractive businesses with good growth prospects. Berkshire has enormous financial firepower that it can deploy to create earnings future earnings streams and cashflow."

https://finance.yahoo.com/news/...ower-helps-berkshire-111226307.html
 

 

 

 

Berkshire Hathaway Stock Has 18% Upside, According to 1 Wall Street Analyst

Rich Smith, The Motley Fool

Tue, Apr 23, 2024

Shares of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B), the stock famously led by billionaire investor Warren Buffett, won an upgrade last week when Swiss banker UBS raised its price target on the industrial conglomerate to $481 per share. That suggests a nearly 18% upside for the stock over the next 12 months.

As analyst Brian Meredith explained, there are two big reasons to like Berkshire stock: insurance and trains.

https://finance.yahoo.com/news/...away-stock-18-upside-171143915.html