Sembrava un fine week tranquillo, after a tremendous Friday for the Borse di tutto il mondo, from Wall Street and Piazza Affari in Milano. Instead, a closed market, it happened the surprise: Berkshire Hathawaythe society says investment says Warren Buffett, announced the results of the second quarter on the news date. After that apple stock accumulation, help praise, there are 76 billion dollarspoco meno della metà del suo portafoglio.
They still have more than 84 billion dollars in cash (which is appreciated after the sale of 49.5%) if there is “saggio di Omaha”, come viene chiamato, aveva già venduto azioni di Apple in the first quarter. That’s if it’s a numeric computer Buffett sold 390 million shares, then sold another 115 million between January and March. Another 400 million di certificati azionari remain in the treasury.
Now the company of Buffett, who has completed 93 years and has also sold other shares in other companies in recent weeks, is sitting literally on a mountain of liquidity, about 277 billion dollars. Vale a dire che more di un quarto del suo valore è in cassa: fino very mesi made “solo” 189 billion dollars.
Instead, Apple has registered a small record every month, it is subject to the “colpo” of investors big friend Bill Gates and that. da a quindicina di anni is a big investor in Apple. Shares in Apple stock still represent 30% of total shares in Berkshire Hathaway’s portfolio, ma what is reported today is a remarkable aleggerimento che manda also a message saying no full fiducia in the number one of AppleTim Cook, and all this strategy in the medium-long period.
All at once, grazie alla buona trimestraleApple returns to have a capital letter on the market of 3.350 billion dollars, and therefore returns to being the first title in the world, surpassing Microsoft and Nvidia.
How do you sell records? Buffett is only following the rules of the year declared publicly (comparing when a title and low and sell when high) or ci sono anche altre geopolitical considerations oltre che di mercato? Some analysts, such as Cathy Seifert of CFRA Research, observe that, with the delay in interest rates on the part of the Fed and weak employment, lThe American economy is potrège essere sul punto di rallentare e Buffett abbrevi mesemplicemente la sua società in modality “defensiva”.
Va anche detto però che questa non è una estate come le altre: negli Usa infacti è tempo di elezioni presidenzalii e uno dei punti calde dell’agenda dei candidati è la tassazione dei capitali. Una eventual victoria democratica sarebe una cattiva notizia per chi ha forti pacchetti azionari. Here is the explanation, si può anche immaginare indirect quale si il pronostico di Buffett per le elezioni.
Or, other hypotheses, Buffett can consider that Apple’s lag in artificial intelligence, the strong exposure in China and the slow decline of the smartphone market siano segnali che suggeriscono di advantarsi a po’ quickly dal titolo della Mela.
Still in the last quarter, Buffett has 345 million dollars in the shares of Berkshire Hathaway, which means relatively little. This gives the impression that “Buffett has no idea, it is an interesting opportunity that has no titles in Borsa, compression and its”, this is Jim Shanahan, analyst of Edward Jones. Che added: “Mi preoccuper di consequence la sua opinione sui mercati e sull’economia”.