Discover and read the best of Twitter Threads about #Berkshire

Most recents (8)

Kısa bir aradan sonra yatırım kitapları okuma maratonuma geri döndüm.

Warren Buffett elinden çıkan tek kitap olarak tanıtılan “Hayat Denen Kartopu: İş Dünyasına Mektuplar” daha ilk 60 sayfada bana bir çok güzel öğreti sundu.

Kendi payıma önemli gördüklerimi yazayım ⬇️
Bir şirketin hisse fiyatının içsel değere yakın olması, o sırada ortak olacak kişilerin finansal sonuçlardan doğru pay almasını sağlar ✅

Eğer hisse ederinden çok pahalı olursa iyi karlar fiyatlanmaz. İyi bilançoya rağmen gitmeyen hisseden dolayı yatırımcılar olumsuz etkilenir
Bedelsiz artırım ile dolaşımdaki hisse sayısının artması şirketin işlem hacminin artmasını sağlayacaktır.

Likidite ve bireysel yatırımcı erişimi açısından olumlu olsa da Buffett bunu olumsuz görüyor. Her yıl ortakların büyük kısmının değişmesi ona göre olumsuz.
Read 32 tweets
1) Bugün (bence net, ancak) çoğunluk için tartışmalı bir konu üzerine yazacağım. #PayGeriAlımı. (#Buybacks)

Aslında #Berkshire yıllık toplantısı için mektubunda Warren Buffett bu konuyu savunmuş, hatta aksi görüştekileri sert bir dille eleştirmişti.

ft.com/content/97b875…
2) Açıklamanın pay geri alımlarına ilişkin vergi düzenlemesinin yürürlüğe girmesinin ardından gelmesi her ne kadar konuyu başka noktalara taşısa ve bunun ekonomiye ekileri düşük seviyede olsa da ben tartışmayı kurumsal finans düzleminde aktaracağım.
3) Merak edileni başta söyleyeyim:

Eğer pay geri alımlarının gerekçesi piyasada işlem gören hisselerin değerinin düşük olmasıysa buna %100 katılıyorum ki Buffett'ın da vurguladığı bu nokta bence itiraz içermiyor.

Ancak her geri alım (öyle dense de) bu nedenle yapılmaz.
Read 16 tweets
🧵THREAD - La lettre de Warren #Buffett

Une lettre de 9 pages vient d'être envoyée aux investisseurs de #BerkshireHathaway

Il y partage ses opinions, et ses résultats et surtout son portefeuille.

Le résumé👇
Les résultats financiers de #Berkshire au Q4 :

Le bénéfice ont chuté de 54 % pour atteindre 18,16 milliards de $ soit 12412$ par action.

Mais Buffett conseille aux #investisseurs d'examiner plutôt les bénéfices d'exploitation qui éliminent les fluctuations trimestrielles.
Au Q4, Berkshire a généré 6,71 milliards de dollars de bénéfices d'exploitation, soit une baisse de 8 %.

Les bénéfices ont chuté en raison de la baisse des résultats de ses activités ferroviaires et de ses opérations d'assurance, dans un contexte d'inflation.
Read 13 tweets
🧵THREAD - #TSMC : Dump massif des fonds d'investissement

Pourquoi Warren Buffett et les fonds spéculatifs se détournent ils du géant des semi-conducteurs taiwanais ? 👇 Image
Il s'agit d'un revirement inhabituellement rapide pour l'investissement de Warren #Buffett

Le 14 Novembre, #Berkshire Hathaway a révélé pour la première fois sa participation de 4,1 milliards de dollars dans TSMC.

4 mois plus tard, elle était réduit à environ 618 millions. Image
Berkshire a vendu ses actions après qu'elles aient grimpé d'environ 18 % par rapport au moment de leur achat initial.

Warren Buffett n'a donc pas perdu d'argent mais il a déclenché une véritable fuite des investisseurs et une chute importante de l'action.

Et l'explication...
Read 9 tweets
(2/13) Blue Owl was brought up by @SylviaRey Recently

The Mcafee KillSwitch/Blockchain
Data Dropped This Image 👇 I will go Through The Locations In these next tweets ImageImage
(3/13) 🔮What I found Near the Location is More Important than the Location itself

#Blackrock/Blackrock Financial/#Blackstone Group
#Citi & Citi Private

Shadow/Real? Synthetic Everything? 1:1 Seen/Unseen Image
Read 39 tweets
Charlie, Charlie, Charlie, damn dude, c'mon now, this is not a good look for you. Let's break this anti#bitcoin quote down. "It's stupid because it's still likely to go to zero" - have you seen the massive effort people are putting into this monetary system around the world?
The bitcoin tech is disrupting industry after industry including banking, retail, farming, social justice. It's value proposition goes way beyond a number on a balance sheet. It's inherent value of immutability, fungability and censorship resistance is growth oriented.
Charlie says "It's evil because it undermines the Federal Reserve System". That's not evil, that's smart. The Fed is a failed economic model run by elites that incentivizes riskier asset investment and arguably war. If War is evil, the financial system that props it up is evil.
Read 8 tweets
Recap of the best quotes from the #BerkshireAnnualMeeting yesterday:

$BRK.A $BRK.B
1. On Buybacks:

"If you’re repurchasing stock just to bull it higher, it’s deeply immoral. But if you’re repurchasing stock because it’s a fair thing to do in the interest of existing shareholders, it’s a highly moral act, & the people that are criticizing it are bonkers” - CM
2. On Robinhood:

“It’s become a very significant part of the casino group that has joined into the stock market in the last year or year and a half" - WB
Read 23 tweets
Annual WEF commences tomorrow w/ #DavosAgenda.

Key theme: rebuilding #trust - in order to obtain new social #contract - required for global #greatreset that will secure/serve ruling class & corporate power expansion.

Accounts to follow, followed by Klaus Schwab account:
The "new social contract" will be sold via the global rebranding of capitalism. #StakeholderCapitalism is the branded concept of a capitalism w/ #Purpose.

"CEOs [] are rightfully concerned about the increasing fragility [] & the threat to capitalism..." #BRT #Imperative21
[Accounts appear in order chosen by account admin.]

5th & 6th accounts followed: #GlobalShapers & Young Global Leaders. Youth are a key target demographic, to be shaped/molded for #GreatReset. Jan 2021: Global Shapers opens 444th hub in Morocco #Africa:

northafricapost.com/46816-wefs-glo…
Read 23 tweets

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