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chartistkao3
Elite |
26-Feb-2025 03:20
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Warren Buffett' s recent actions reflect a strategic approach to navigating current market conditions and preparing for future uncertainties. No Compelling Buys Despite a 71% surge in Berkshire Hathaway' s operating earnings last quarter, Buffett has expressed a lack of compelling investment opportunities in the current market. This sentiment is underscored by the company' s substantial cash reserves, which have nearly doubled over the past year to $334 billion . This cautious stance suggests that Buffett is waiting for more favorable valuations before deploying significant capital. Selling Big Names In line with this cautious outlook, Berkshire Hathaway has reduced its stakes in major companies. Notably, the conglomerate sold approximately 117.5 million shares of Bank of America in the fourth quarter of 2024, decreasing its holding to 8.9% . Additionally, Berkshire has been trimming its position in Apple, selling around 600 million shares throughout 2024, which accounts for about two-thirds of its stake at the beginning of that year . These moves indicate a reassessment of valuations and a strategic reallocation of assets. No Buybacks Despite robust earnings, Berkshire Hathaway did not engage in share repurchases during the last quarter. This decision aligns with Buffett' s disciplined investment philosophy, suggesting that he does not view the current share price as undervalued . Preparing for Uncertainty Buffett' s accumulation of cash and reduction in equity positions may be a strategic preparation for potential market volatility or economic downturns. Analysts interpret this approach as positioning Berkshire Hathaway to capitalize on future investment opportunities that may arise from market corrections . Furthermore, with the anticipated leadership transition to Greg Abel, maintaining a strong cash position could provide flexibility and stability during the changeover. In summary, Warren Buffett' s current strategy reflects a prudent assessment of market conditions, emphasizing caution and readiness to act when more attractive investment opportunities emerge. Buffett' s Strategic Moves Amid Market Highs
 
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chartistkao3
Elite |
26-Feb-2025 03:12
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https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-02-25-2025
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chartistkao3
Elite |
26-Feb-2025 03:09
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Berkshire Hathaway' s operating earnings surged by 71% last quarter, yet the spotlight remains on its record $334 billion cash reserves. In his recent annual letter, Chairman Warren Buffett did not specify plans for this cash but emphasized a preference for investing in businesses and equities over holding cash. He highlighted the lack of compelling investment opportunities, suggesting a cautious approach in the current market environment.
Buffett also praised his designated successor, Greg Abel, for his investment acumen, indicating confidence in Abel' s future leadership. At 94, Buffett acknowledged that a leadership transition is approaching, stating it " won' t be long" before Abel assumes the role of CEO. Despite the substantial cash reserves, Berkshire Hathaway continues to perform robustly. Class A shares recently reached a record high, surpassing $750,000, following the announcement of the impressive quarterly earnings. Analysts interpret the growing cash pile as a strategic move, with Buffett potentially anticipating a market downturn to deploy funds advantageously. This approach reflects a disciplined investment philosophy, prioritizing value and opportunity over immediate deployment of capital. Berkshire Hathaway' s Cash Strategy and Market Moves
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chartistkao3
Elite |
22-Feb-2025 02:44
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https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-earnings-02-20-2025
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chartiskao
Elite |
23-Oct-2024 20:33
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mother of all US' s october crash coming BUY GOLD
https://www.investing.com/indices/us-30-futures
https://goldprice.org/live-gold-price.html
US mad already -they have become a warring Nation!
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chartiskao
Elite |
28-Sep-2024 02:52
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usdsgd 1.28 so singaporeans go big on Gold https://goldprice.org/live-gold-price.html
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chartistkao3
Elite |
18-Sep-2024 04:17
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Now that sept11 sell off did not materialize we wait have cash to ride through the brutal October share selloff The trick is not to learn to trust your gut feelings, but rather to discipline yourself to ignore them. Stand by your stocks as long as the fundamental story of the company hasn&rsquo t changed.
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chartiskao
Elite |
16-Sep-2024 02:16
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investing dbs share for the LT
 &ldquo Invest for the long haul. Don&rsquo t get too greedy and don&rsquo t get too scared.&rdquo
Shelby M.C. Davis
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chartistkao3
Elite |
16-Aug-2024 07:14
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https://www.marketwatch.com/story/wells-fargo-strategist-says-investors-may-face-1995-rerun-once-fed-cuts-rates-7b866adf
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chartiskao
Elite |
14-Aug-2024 02:48
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usdsgd 1.31the usd effects on the little red dot economy https://www.youtube.com/watch?v=W4XiSFyYRE8
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chartiskao
Elite |
13-Aug-2024 19:48
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USD/SGD - US Dollar Singapore DollarReal-time Currencies
Currency in
SGD
Disclaimer
Added
1
1.3223
-0.0017(-0.13%)
https://www.youtube.com/watch?v=lU9p1WRfA9w
https://www.youtube.com/watch?v=lU9p1WRfA9w
usdsgd 1.32
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chartistkao3
Elite |
13-Aug-2024 14:51
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Warren Buffett&rsquo s decision to sell Paramount Global shares at a loss likely reflects his investment philosophy and the challenges facing the media industry. 1. Changing Industry Dynamics: The media landscape is rapidly evolving, with traditional media companies like Paramount facing significant competition from streaming giants and digital platforms. Declining cable subscriptions, reduced ad revenue, and the high costs associated with producing and acquiring content have put pressure on media companies. 2. Concerns About Business Fundamentals: Buffett and his team at Berkshire Hathaway are known for prioritizing strong business fundamentals. If they believe a company&rsquo s long-term prospects are deteriorating, they&rsquo re willing to cut their losses. Paramount may have faced issues like high debt levels, declining profitability, or uncertain future growth, leading to the decision to sell. 3. Capital Reallocation: Buffett often reallocates capital to opportunities he views as more promising. Selling Paramount might have been a strategic decision to free up capital for investments with better risk-adjusted returns. 4. Investment Mistake: Buffett has admitted in the past that not all his investments work out. Selling Paramount at a loss could be an acknowledgment that the original thesis for investing in the company no longer holds, which aligns with his principle of not being afraid to exit a position if circumstances change. Buffett&rsquo s approach emphasizes rational decision-making and the willingness to admit and correct mistakes rather than holding onto investments out of stubbornness.
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chartistkao3
Elite |
13-Aug-2024 14:46
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https://buffett.cnbc.com/video/2024/05/06/ai-could-make-financial-scams-a-growth-industry.html
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chartistkao3
Elite |
08-Aug-2024 08:25
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The second female CEO that is going to lead a Singapore bank https://www.businesstimes.com.sg/companies-markets/five-things-know-about-dbs-ceo-designate-tan-su-shan
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chartistkao3
Elite |
08-Aug-2024 07:55
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The unwinding of carry trades from borrowing money from low interest rates Japan Japan 10 years bond rate of 0.97% and low interest rates of Switzerland of 1.25% to invest in US to earn 5.5 % and sg blue chip banks that give dividend yield of around 5.6% this used to be a no brained trade where ah hong ah dog ah pig ah Lian also know how to do
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chartistkao3
Elite |
06-Aug-2024 11:54
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The hell emperor asking the hungry ghosts not to leave any plates behind otherwise get fine ah
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petson
Master |
06-Aug-2024 11:52
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maybe all banks down as intrest rates cut is getting fiercer? powell cut 50pts? dydd
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chartistkao3
Elite |
06-Aug-2024 11:48
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Short covering of sg bank shares very soon the hungry ghosts had eaten their shares now the remaining is for those to short covering
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chartistkao3
Elite |
06-Aug-2024 09:22
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Yesterday sgx blue chips spooked by ang mo 鬼 vid rose from 18 to 70 and now going back to 38
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chartistkao3
Elite |
06-Aug-2024 03:21
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Japan carry trades unwind globally continue till yesterday
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