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2024-02-24

Qe S

Tonight, Berkshire Hathaway will release its financial report and shareholder letter. Here are five key points to watch!

股神今年会说些什么？

Tonight, Berkshire Hathaway will release its financial report and shareholder letter. Here are five key points to watch!

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Here are five key points to watch!","url":"https://stock-news.laohu8.com/highlight/detail?id=1171850338","media":"华尔街见闻","summary":"股神今年会说些什么？","content":"<html><head></head><body>Author: Ye ZhenTonight Beijing time, Berkshire Hathaway, owned by Warren Buffett, will release its financial results for the fourth quarter and full year of 2023, along with Buffett's letter to shareholders, which investors around the world are eagerly anticipating.Warren Buffett's annual shareholder letter has become a 58-year tradition in the global investment community. What will the Oracle of Omaha say this year?The market is generally focused on five key issues: Berkshire Hathaway's cash reserves, Buffett's secret new investments, its investments in the oil sector, the reduction of Apple stock, and the company's future succession plans.Berkshire Hathaway's stock price rose slightly on Friday, with a year-to-date gain of about 16%. Berkshire Hathaway has achieved a compound annual growth rate of 19.8% since 1965, almost twice that of any fund tracking the S&P 500.Berkshire's main investments are concentrated in five stocks, including Apple, Chevron, Bank of America, American Express, and Coca-Cola, which account for about 75% of the value of its total portfolio.<h2 id=\"id_376321162\" style=\"text-align: start;\">No.1 Cash continues to be king?</h2>As of the end of the third quarter, Berkshire Hathaway held approximately $157.2 billion in cash and cash equivalents, a record high. This huge cash reserve is mainly stored in short-term Treasury Bond.However, short-term U.S. yields have declined since the end of the third quarter, which may reduce Buffett's incentive to continue increasing his cash reserves.At the end of last year, the interest rate on 6-month Treasury Bond notes in the United States was about 5.26%, down from about 5.55% at the end of September.Analysts expect Berkshire Hathaway to continue its capital allocation strategy through acquisitions or share buybacks.<h2 id=\"id_1410258039\" style=\"text-align: start;\">No. 2 What is the mysterious new investment?</h2>Buffett may reveal his secret new investments in his annual report.Berkshire has twice applied to the U.S. Securities and Exchange Commission to temporarily keep the new investments it has been building since the second quarter of last year confidential.Buffett stated that his investment plans are often imitated by retail and institutional investors, and keeping his purchase plans private will give him more control over future stock purchases. SEC rules allow for confidentiality periods of up to one year.There is speculation that Buffett or his colleagues may be accumulating shares in an American financial services company.<h2 id=\"id_3957334354\" style=\"text-align: start;\">No.3 What is Buffett thinking behind his massive increase in oil stock holdings?</h2>Berkshire's latest 13-F filing shows that it has increased its stake in Chevron, the second-largest oil company in the United States, to 126.1 million shares, accounting for about 5% of its $371 billion portfolio, making it the fifth largest holding in Buffett's $371 billion portfolio.He also owns 27% of Occidental Petroleum and may increase his ownership to 33% through preferred shares and warrants.These holdings directly link Berkshire's overall financial commitment to the health of the U.S. economy. Buffett's comments on the health of the U.S. economy and its ability to avoid a recession this year will be crucial to Berkshire's performance.<h2 id=\"id_856726809\" style=\"text-align: start;\">Will No.4 continue to reduce its holdings in Apple?</h2>Buffett has long championed the value of holding Apple shares, believing that the iPhone is \"extremely undervalued\" compared to the value it provides to consumers.However, Berkshire's SEC 13-F filing for the fourth quarter showed that it reduced its holdings in Apple by approximately 10 million shares. Apple remains Buffett's largest single holding, with approximately 905 million shares and a market capitalization of about $174 billion.With Apple's growth prospects questioned and its lagging position in the field of AI, Apple's stock price has performed poorly. Investors will pay attention to Buffett's comments on Apple or the broader technology industry.But any suggestion that Berkshire is looking to diversify its technology investments away from Apple would be big news for investors.<h2 id=\"id_2864076604\" style=\"text-align: start;\">No. 5 About Munger and his successor</h2>Buffett will likely devote a significant portion of his annual letter this year to honoring his good friend and longtime business partner, Charlie Munger.Munger died on November 28 last year, just one month before his 100th birthday.Munger's death has once again brought the issue of company succession into focus.Buffett previously stated that he was \"playing in overtime,\" and in this shareholder letter, he may again address the issue of succession, outlining the future of a company without him.Canadian-born Greg Abel, who runs Berkshire's non-insurance business, is seen as Buffett's heir apparent. Buffett told the media in 2021, \"If anything happens to me tonight, Greg will take over tomorrow morning.\"</body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tonight, Berkshire Hathaway will release its financial report and shareholder letter. 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Here are five key points to watch!\n</h2>\n<h4 class=\"meta\">\n\n华尔街见闻2024-02-24 17:51\n\n</h4>\n</header>\n<article>\n<html><head></head><body>Author: Ye ZhenTonight Beijing time, Berkshire Hathaway, owned by Warren Buffett, will release its financial results for the fourth quarter and full year of 2023, along with Buffett's letter to shareholders, which investors around the world are eagerly anticipating.Warren Buffett's annual shareholder letter has become a 58-year tradition in the global investment community. What will the Oracle of Omaha say this year?The market is generally focused on five key issues: Berkshire Hathaway's cash reserves, Buffett's secret new investments, its investments in the oil sector, the reduction of Apple stock, and the company's future succession plans.Berkshire Hathaway's stock price rose slightly on Friday, with a year-to-date gain of about 16%. Berkshire Hathaway has achieved a compound annual growth rate of 19.8% since 1965, almost twice that of any fund tracking the S&P 500.Berkshire's main investments are concentrated in five stocks, including Apple, Chevron, Bank of America, American Express, and Coca-Cola, which account for about 75% of the value of its total portfolio.<h2 id=\"id_376321162\" style=\"text-align: start;\">No.1 Cash continues to be king?</h2>As of the end of the third quarter, Berkshire Hathaway held approximately $157.2 billion in cash and cash equivalents, a record high. This huge cash reserve is mainly stored in short-term Treasury Bond.However, short-term U.S. yields have declined since the end of the third quarter, which may reduce Buffett's incentive to continue increasing his cash reserves.At the end of last year, the interest rate on 6-month Treasury Bond notes in the United States was about 5.26%, down from about 5.55% at the end of September.Analysts expect Berkshire Hathaway to continue its capital allocation strategy through acquisitions or share buybacks.<h2 id=\"id_1410258039\" style=\"text-align: start;\">No. 2 What is the mysterious new investment?</h2>Buffett may reveal his secret new investments in his annual report.Berkshire has twice applied to the U.S. Securities and Exchange Commission to temporarily keep the new investments it has been building since the second quarter of last year confidential.Buffett stated that his investment plans are often imitated by retail and institutional investors, and keeping his purchase plans private will give him more control over future stock purchases. SEC rules allow for confidentiality periods of up to one year.There is speculation that Buffett or his colleagues may be accumulating shares in an American financial services company.<h2 id=\"id_3957334354\" style=\"text-align: start;\">No.3 What is Buffett thinking behind his massive increase in oil stock holdings?</h2>Berkshire's latest 13-F filing shows that it has increased its stake in Chevron, the second-largest oil company in the United States, to 126.1 million shares, accounting for about 5% of its $371 billion portfolio, making it the fifth largest holding in Buffett's $371 billion portfolio.He also owns 27% of Occidental Petroleum and may increase his ownership to 33% through preferred shares and warrants.These holdings directly link Berkshire's overall financial commitment to the health of the U.S. economy. Buffett's comments on the health of the U.S. economy and its ability to avoid a recession this year will be crucial to Berkshire's performance.<h2 id=\"id_856726809\" style=\"text-align: start;\">Will No.4 continue to reduce its holdings in Apple?</h2>Buffett has long championed the value of holding Apple shares, believing that the iPhone is \"extremely undervalued\" compared to the value it provides to consumers.However, Berkshire's SEC 13-F filing for the fourth quarter showed that it reduced its holdings in Apple by approximately 10 million shares. Apple remains Buffett's largest single holding, with approximately 905 million shares and a market capitalization of about $174 billion.With Apple's growth prospects questioned and its lagging position in the field of AI, Apple's stock price has performed poorly. Investors will pay attention to Buffett's comments on Apple or the broader technology industry.But any suggestion that Berkshire is looking to diversify its technology investments away from Apple would be big news for investors.<h2 id=\"id_2864076604\" style=\"text-align: start;\">No. 5 About Munger and his successor</h2>Buffett will likely devote a significant portion of his annual letter this year to honoring his good friend and longtime business partner, Charlie Munger.Munger died on November 28 last year, just one month before his 100th birthday.Munger's death has once again brought the issue of company succession into focus.Buffett previously stated that he was \"playing in overtime,\" and in this shareholder letter, he may again address the issue of succession, outlining the future of a company without him.Canadian-born Greg Abel, who runs Berkshire's non-insurance business, is seen as Buffett's heir apparent. Buffett told the media in 2021, \"If anything happens to me tonight, Greg will take over tomorrow morning.\"</body></html>\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://wallstreetcn.com/articles/3708956\">华尔街见闻</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3708956","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1171850338","content_text":"作者：叶桢北京时间今晚，巴菲特旗下伯克希尔·哈撒韦将发布2023年四季度及全年财报，同时发布巴菲特致股东信，全球投资者翘首期待。一年一度的巴菲特股东信已经成为全球投资界一项持续了五十八年的传统，股神今年会说些什么？市场普遍关注五个关键问题：伯克希尔的现金储备、巴菲特的秘密新投资、在石油领域的布局、苹果股票的减持情况，以及公司的未来继任计划。周五，伯克希尔股价小幅上扬，年初至今涨幅达到约16%。伯克希尔自1965年以来实现了年复合增长率19.8%，几乎是追踪标普500指数任何基金的两倍。伯克希尔的主要投资集中在五只股票上，包括苹果、雪佛龙、美国银行、美国运通和可口可乐，这些股票占其总投资组合价值的约75%。No.1 继续现金为王？截至第三季度末，伯克希尔·哈撒韦持有约1572亿美元的现金及现金等价物，创历史新高。这一巨额现金储备主要存放在短期国债中。不过，美国短期收益率自第三季度末以来有所下降，这或减少巴菲特继续增加其现金储备的动力。去年底时，美国6个月期国债票据利率约为5.26%，较9月底的约5.55%下降。分析师预计，伯克希尔将继续通过收购或股票回购作为其资本配置策略的一部分。No.2 神秘的新投资是什么？巴菲特可能在年度报告中揭示其秘密的新投资。伯克希尔已经两次向美国证券交易委员会申请，将他从去年第二季度开始建立的新投资暂时保密。巴菲特表示，他的投资计划经常被零售和机构投资者模仿，保持他的购买计划私密将给他更多控制未来股票购买的权力。SEC规则允许长达一年的保密期。有推测称，巴菲特或其同事可能正在积累一家美国金融服务公司的股份。No.3 大举增持石油股背后，巴菲特在想什么？伯克希尔的最新13-F文件显示，其增持了美国第二大石油公司雪佛龙的股份，持股数量达到1.261亿股，约占其3710亿美元投资组合的5%,使其成为巴菲特3710亿美元投资组合中的第五大持股。巴菲特还持有西方石油27%的股份，并通过优先股和认股权证可能将其所有权增至33%。这些持股将伯克希尔的整体财务承诺直接与美国经济的健康状况挂钩。巴菲特对美国经济健康状况及其今年避免衰退的能力的评论，将对伯克希尔的表现至关重要。No.4 会继续减持苹果吗？巴菲特长期以来一直推崇持有苹果公司股份的价值，并认为iPhone与其为消费者提供的价值相比“极度低估”。然而，伯克希尔在第四季度的SEC 13-F文件显示，其减持了约1000万股苹果公司的股份。苹果公司目前仍然是巴菲特最大的单一持股，持有约9.05亿股，市值约为1740亿美元。随着苹果的增长前景受到质疑，以及其在AI领域的落后地位，使得苹果股价表现不佳。投资者将关注巴菲特对苹果或更广泛技术行业的评论。但任何暗示伯克希尔正寻求将其科技投资分散到苹果之外的迹象，对投资者来说将是重大新闻。No.5 关于芒格和继任者巴菲特很可能会在今年的年度信中花费大量篇幅，纪念他的好朋友和长期商业伙伴查理·芒格。芒格去年11月28日去世，距离他100岁生日仅一个月。芒格的去世也让公司的继任问题再次成为焦点。巴菲特此前表示，自己正在“加时赛中玩耍”，此次股东信中他或许会再次提及继任问题，勾勒出一个没有他的公司未来的轮廓。出生于加拿大的格雷格·阿贝尔，负责伯克希尔的非保险业务，被视为巴菲特的明显继承人。巴菲特曾在2021年对媒体表示，“如果今晚我发生了什么事，明天早上格雷格就会接手。”","news_type":1,"symbols_score_info":{"BRK.A":1.1,"BRK.B":1.1}},"isVote":1,"tweetType":1,"viewCount":4059,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}