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zihao826
2021-02-17

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Buffett's latest position exposed, and one of the tech stocks revealed a big signal

整体来说，变化并不大，符合老巴一如既往的风格。

Buffett's latest position exposed, and one of the tech stocks revealed a big signal

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According to the 13F regulatory documents released by the US Securities and Exchange Commission (SEC), the total market value of Berkshire Hathaway's positions at the end of the fourth quarter of last year was US $269.928 billion, an increase of approximately 18% from the total market value of US $228.891 billion at the end of the third quarter of last year.Overall, the change is not big, which is in line with Laoba's style as always. There are still some changes in subdivided positions that are still worth noting. Let me talk to you.Buffett's latest positions:<img src=\"https://static.tigerbbs.com/4f2f893794185b908a26a54b0169d505\" tg-width=\"925\" tg-height=\"2139\" referrerpolicy=\"no-referrer\">1. Continue to take heavy positions<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, but has reduced its holdings.Buffett's heavy position is much heavier than that of ordinary funds. At present, Apple accounts for the first position43%，Market value of more than 100 billion US dollars。 However, compared with the previous quarter, the position has been slightly lightened. I am optimistic about Apple for a long time. After Jobs' death, Apple still maintained a strong innovation ability and concentration. In the market of headphones, which is too mature to mature, it can also lead the trend through airpords, and its revenue has surpassed that of ipad, which is enough to show that Apple's innovation genes are still there. There has been a lot of news about Apple's car manufacturing recently.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Li Bin also said a few days ago that he regarded Apple as his ultimate opponent. On this trillion-level track of new energy vehicles, the latecomer apple naturally has the aura of a seed player. If it becomes, it will be able to create another apple. It remains to be seen.2-5 positions have not changed, still the same as last quarter<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>, Express and<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a>。2. Buy telecom operators in large sums.Among them, Verizon, which increased its position by 151%, and T-mobile, which increased its position by 117%, are both American telecom operators. Equivalent to China's<a href=\"https://laohu8.com/S/CHL\">China Mobile</a>, telecommunications, etc. The cash flow and dividends of such companies are relatively stable, and the Internet has become the basic communication of modern society. Buying telecom operators is equivalent to A-shares<a href=\"https://laohu8.com/S/600900\">Yangtze Power</a>Such as, in a sense, it can be said to be a bond-like defensive stock.In previous articles, I have also written a lot about<a href=\"https://laohu8.com/S/00941\">China Mobile</a>From the point of view, it is still a low valuation and a high Dividend, which can be used as a defensive stock allocation. In addition, mobile's expectations are still slowly improving. 5G capital investment is gradually decreasing and entering the harvest period. The car-based Internet of Things has brought many potential increments. These are the main logic for me to buy mobile. Although it may rise slowly, it will be very stable.3. Add positions<a href=\"https://laohu8.com/S/CVX\">Chevron</a>。The stock god continued to buy Chevron in the fourth quarter, and Chevron is currently in the top ten positions. Chevron is America's energy giant, the equivalent of<a href=\"https://laohu8.com/S/SNP\">Sinopec</a>In the past six months, the logic of the crude oil market has reversed, and crude oil has continued to rise sharply.4. Continue to increase positions in pharmaceutical leaders.Buffett continued to buy leading pharmaceutical companies in the third quarter, and continued to buy AbbVie in the fourth quarter,<a href=\"https://laohu8.com/S/MRK\">Merck & Co</a>、<a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a>。 Biomedicine is a very certain dividend industry in the next decade, and the United States is no exception.5. Reduce holdings<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>、<a href=\"https://laohu8.com/S/SU\">Suncor Energy</a>, Liberty Global<a href=\"https://laohu8.com/S/PLC\">PLC</a>、<a href=\"https://laohu8.com/S/GM\">General Motors</a>U.S. Bancorp.Wells Fargo began to reduce its holdings before, and bought Bank of America at the same time, which was a position adjustment within the industry, replacing those with poor fundamentals with good fundamentals. Suncor Energy, Liberty, and U.S. Bank all belong to this logic. General Motors has risen well recently, but I think its core fundamentals still have many challenges and crises. It has been relatively slow to respond to new energy, and it has not launched many bright models. Several brands continue to cut prices in China. The company itself also has a serious pension drag, compared to<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Waiting for new forces is really too heavy a burden.6、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>。This is an American cloud computing company. Buffett bought it during the ipo stage in the fourth quarter of last year. The products made by this company are SaaS services that are native to the cloud and focus on data warehouses. Compared with traditional products, they are more subversive. At present, the valuation given by the market to this company is also very exaggerated. Now the market value is more than 80 billion US dollars. It can be said that the debut is the peak. Stock gods who have always been cautious about technology stocks buy snowflake, which is obviously very enlightening.","source":"lsy1613554544712","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>Buffett's latest position exposed, and one of the tech stocks revealed a big signal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuffett's latest position exposed, and one of the tech stocks revealed a big signal\n</h2>\n<h4 class=\"meta\">\n\n大佬买什么2021-02-17 17:37\n\n</h4>\n</header>\n<article>\nOn February 17, 2021, Beijing time, Warren Buffett's<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway also announced the latest position at the end of Q4 2020. According to the 13F regulatory documents released by the US Securities and Exchange Commission (SEC), the total market value of Berkshire Hathaway's positions at the end of the fourth quarter of last year was US $269.928 billion, an increase of approximately 18% from the total market value of US $228.891 billion at the end of the third quarter of last year.Overall, the change is not big, which is in line with Laoba's style as always. There are still some changes in subdivided positions that are still worth noting. Let me talk to you.Buffett's latest positions:<img src=\"https://static.tigerbbs.com/4f2f893794185b908a26a54b0169d505\" tg-width=\"925\" tg-height=\"2139\" referrerpolicy=\"no-referrer\">1. Continue to take heavy positions<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, but has reduced its holdings.Buffett's heavy position is much heavier than that of ordinary funds. At present, Apple accounts for the first position43%，Market value of more than 100 billion US dollars。 However, compared with the previous quarter, the position has been slightly lightened. I am optimistic about Apple for a long time. After Jobs' death, Apple still maintained a strong innovation ability and concentration. In the market of headphones, which is too mature to mature, it can also lead the trend through airpords, and its revenue has surpassed that of ipad, which is enough to show that Apple's innovation genes are still there. There has been a lot of news about Apple's car manufacturing recently.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Li Bin also said a few days ago that he regarded Apple as his ultimate opponent. On this trillion-level track of new energy vehicles, the latecomer apple naturally has the aura of a seed player. If it becomes, it will be able to create another apple. It remains to be seen.2-5 positions have not changed, still the same as last quarter<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>, Express and<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a>。2. Buy telecom operators in large sums.Among them, Verizon, which increased its position by 151%, and T-mobile, which increased its position by 117%, are both American telecom operators. Equivalent to China's<a href=\"https://laohu8.com/S/CHL\">China Mobile</a>, telecommunications, etc. The cash flow and dividends of such companies are relatively stable, and the Internet has become the basic communication of modern society. Buying telecom operators is equivalent to A-shares<a href=\"https://laohu8.com/S/600900\">Yangtze Power</a>Such as, in a sense, it can be said to be a bond-like defensive stock.In previous articles, I have also written a lot about<a href=\"https://laohu8.com/S/00941\">China Mobile</a>From the point of view, it is still a low valuation and a high Dividend, which can be used as a defensive stock allocation. In addition, mobile's expectations are still slowly improving. 5G capital investment is gradually decreasing and entering the harvest period. The car-based Internet of Things has brought many potential increments. These are the main logic for me to buy mobile. Although it may rise slowly, it will be very stable.3. Add positions<a href=\"https://laohu8.com/S/CVX\">Chevron</a>。The stock god continued to buy Chevron in the fourth quarter, and Chevron is currently in the top ten positions. Chevron is America's energy giant, the equivalent of<a href=\"https://laohu8.com/S/SNP\">Sinopec</a>In the past six months, the logic of the crude oil market has reversed, and crude oil has continued to rise sharply.4. Continue to increase positions in pharmaceutical leaders.Buffett continued to buy leading pharmaceutical companies in the third quarter, and continued to buy AbbVie in the fourth quarter,<a href=\"https://laohu8.com/S/MRK\">Merck & Co</a>、<a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a>。 Biomedicine is a very certain dividend industry in the next decade, and the United States is no exception.5. Reduce holdings<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>、<a href=\"https://laohu8.com/S/SU\">Suncor Energy</a>, Liberty Global<a href=\"https://laohu8.com/S/PLC\">PLC</a>、<a href=\"https://laohu8.com/S/GM\">General Motors</a>U.S. Bancorp.Wells Fargo began to reduce its holdings before, and bought Bank of America at the same time, which was a position adjustment within the industry, replacing those with poor fundamentals with good fundamentals. Suncor Energy, Liberty, and U.S. Bank all belong to this logic. General Motors has risen well recently, but I think its core fundamentals still have many challenges and crises. It has been relatively slow to respond to new energy, and it has not launched many bright models. Several brands continue to cut prices in China. The company itself also has a serious pension drag, compared to<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Waiting for new forces is really too heavy a burden.6、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>。This is an American cloud computing company. Buffett bought it during the ipo stage in the fourth quarter of last year. The products made by this company are SaaS services that are native to the cloud and focus on data warehouses. Compared with traditional products, they are more subversive. At present, the valuation given by the market to this company is also very exaggerated. Now the market value is more than 80 billion US dollars. It can be said that the debut is the peak. Stock gods who have always been cautious about technology stocks buy snowflake, which is obviously very enlightening.\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://mp.weixin.qq.com/s/_Db_f_YiAVDhOmRMSni7aw\">大佬买什么</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://mp.weixin.qq.com/s/_Db_f_YiAVDhOmRMSni7aw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199954715","content_text":"北京时间2021年2月17日，股神巴菲特的伯克希尔哈撒韦也公布了最新的2020年Q4年底持仓情况。根据美国证监会（SEC）公布的13F监管文件显示，伯克希尔·哈撒韦去年四季度末持仓总市值为2699.28亿美元，较去年三季度末的总市值2288.91亿美元增加约18％。\n整体来说，变化并不大，符合老巴一如既往的风格，还是有些细分仓位变动还是值得注意，我和大家聊聊。\n巴菲特最新持仓:\n\n1、继续重仓苹果，但有所减持。巴菲特的重仓，比一般的基金都要重得多，目前第一仓位苹果占比43%，市值1000多亿美金。但相比上个季度，进行了微幅减仓。苹果公司我自己长期看好，在乔布斯死后，苹果依旧保持了很强的创新能力和专注程度，在耳机这个已经成熟得不能再成熟的市场上，也能通过airpords引领潮流，带来的收入已经超过了ipad，这足以显示出苹果的创新基因犹在。最近苹果造车新闻不断，蔚来李斌前几天也说把苹果当做是终极对手。在这个新能源汽车这个万亿级别大赛道上，后发的苹果天然带有种子选手光环，成了就能再造一个苹果，拭目以待。\n2-5仓位未做变动，依然是上季度的美国银行、可口可乐、运通和卡夫亨氏。\n2、大笔买入电信运营商。其中加仓151%的威讯Verizon, 加仓117%的T-mobile，这两家都是美国的电信运营商。相当于中国的中国移动、电信等。这类公司现金流和分红都比较稳定，且互联网也成为了现代社会的基础通讯，买电信运营商相当于就是A股的长江电力之类，某种意义上可以说是类债券的防御股票。\n在之前的文章中，我也写过不少关于中国移动的观点，目前依然是低估值，高股息，可以作为防守股票配置，另外移动的预期还在慢慢改善，5G资本投入逐渐减少进入收获期，汽车为主的物联网带来了诸多潜在增量，这些都是我买入移动的主要逻辑，虽然可能涨的很慢，但会很稳。\n3、加仓雪佛龙。股神四季度继续买雪佛龙，目前雪佛龙进入前十仓位。雪佛龙是美国的能源巨头，相当于中石化，最近半年原油市场逻辑反转，原油持续大涨。\n4、继续加仓医药龙头。三季度巴菲特就持续买入医药龙头，四季度继续买入艾伯维、默沙东、施贵宝。生物医药是未来十年非常确定的红利行业，美国也不例外。\n5、减持富国银行、森科能源、Liberty Global PLC、通用汽车、合众银行。富国之前就开始减持,同时买入美国银行,属于行业内调仓,把基本面差的换成基本面好的。森科能源、Liberty 、合众银行都属于这个逻辑。通用汽车最近涨的不错，但我认为其核心基本面还是有很多挑战危机，在新能源上反应相对迟缓，自身也没有太多亮点车型推出，几个品牌在中国持续降价。公司本身还有严重的养老金拖累，相比于特斯拉等新势力，实在包袱太重。\n6、Snowflake。这是家美国的云计算公司，去年四季度ipo阶段巴菲特就买了。这家公司所做的产品是原生于云端并专注于数据仓库的SaaS服务，相比于传统的产品，更具颠覆。目前市场给予这家企业的估值也很夸张，现在800多亿美金市值，可以说出道即巅峰。一向对科技股谨慎的股神买snowflake,显然还是很有启示的。","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":264,"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,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}