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Alacant
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cool.gif posted on 20-2-2017 at 09:17
Experts and Warren Buffett


Buffett.jpg - 14kB

Do you know, what is now Warren Buffett doing?
Or Bill Miller, Ken Fisher and other famous value investors?

But we don't need to know anything about the speculators Soros, Icahn and managers of hedge funds.
We should not buy nor sell the same stocks like the old experts!
We should use the good old strategy of the old experts a find our own stocks.

If an old expert will buy the stupid stocks of IBM, Goldman Sachs, Moodys or Apple and sell the good stocks of Johnson & Johnson, Procter & Gamble, Munich Re, Sanofi, we will not buy the stupid stocks too, but we will hold the good stocks forever.
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[*] posted on 22-2-2017 at 11:06


Warren Buffett's five best investing tips
The best 5 investing tips of Warren Buffett, he said it for CNBC 2009-2012:

1) Don’t buy or sell based on headlines!
2) Dont try to profit from bubbles!
3) Put your emotions aside!
4) Always invest in productive assets!
5) Always invest in America!

:cool: But much better is to have some stocks of the USA and some shares from Western Europe. :cool:
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[*] posted on 10-3-2017 at 02:22


'''I would not buy any of the 49 stocks of CFRA Beth Piskora, which supposedly correspond to the investment style of Warren Buffett. What I do? I'm helping to Warren Buffett. :) If he wants to sell the stocks of Sanofi, Munich Re, Tesco, Johnson & Johnson and Procter & Gamble, I will buy them from him. But if he once will sell the stocks of Coca Cola, Apple, Goldman Sachs and Moody's, or his successors will sell, I don't want to have them, these stocks are too stupid.''' Written by L. K.
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[*] posted on 14-3-2017 at 09:42


Warren-Buffett+Susan-Thompson.jpg - 408kB

Photo: Warren Buffett and his wife Susan Thompson in the 1960s.
For us a completely unknown picture found Warren recently in the loft, nibbled by a mouse.
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[*] posted on 17-4-2017 at 03:33


No one should invest for some years in shares of Berkshire Hathaway holding

Not to purchase stocks from the 87-year-old miser, which supports the criminals of Goldman Sachs and Moody's, is lying that the FED is doing everything right, does not pay dividends to shareholders. And he promises that after the death, he will devote his 60 billion dollars for charitable purposes.
Shares of BRK.A and BRK.B have no dividends. Dumb shareholder who jumps on the bacon of Buffett and buys stocks, has no annual profit from the investment without dividends. The profit he has only once in his life, when sells shares of BRK.A and BRK.B after some years.
When BRK misses dividends, it's a boring investment like in a fund, in the gold or in an old picture. Why to invest in a foreign portfolio of stocks (BRK), in which a lot of stocks we don't like, when you can create your own portfolio of stocks, which you like.
Who 10 years red smart books and who 15 years controls the growth of revenues, earnings and dividends of 30 companies in index Dow Jones, 30 companies in index DAX, 50 companies in index Eurostoxx50, 50 companies in index Stoxx50 and checks also other large and old companies, which have no place in these indices, he will create during 10 years a much better portfolio of 20 shares than the Berkshire Hathaway holding. From each one of blue chip stocks he will have the first year the dividend yield of more than 3% and the dividend had to double in the past 7-10 years. So will be the hope that the children of the investor will have 40 years after the purchase of stocks the dividend yield 100% of the value of today invested capital. Dividend 100% paid only during the one year, which will come after 40 years. And every other year dividends 10% higher than 100% of the today invested capital.
Everyone can create a portfolio of 20 stocks better than the Berkshire Hathaway holding, if he does not buy any stocks from the criminal companies Goldman Sachs and Moody's. No shares of the weak IBM. No shares of the tax-cheating company Apple. No 2x overpriced shares of Coca Cola. But he buys only cheap stocks from healthy, old and large companies with rising profits and rising dividends, such as BASF, BMW, Munich Re, Sanofi, Royal Dutch Shell etc. P/E under 15.0, P/B under 3.0, P/S under 3.0, dividend yield above 3.0%.
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[*] posted on 5-5-2017 at 06:44


I knew better than Buffett yet some years ago - the IBM stock is a silly investment

The IBM group is ill and does not increase its profits, because the competitors harm to the company. The amateurs, who bought IBM shares, because Berkshire Hathaway Holding bought, without to control the 15-year-growth of revenues, earnings and dividends and without to think about the protection against competitors, they should now again sell the IBM shares, because the later better informed Warren Buffett sells. However, I would say that the silly idea to buy IBM shares at 2011 comes from the heads of Weschler and Combs in the holding Berkshire Hathaway.
The Berkshire Hathaway Holding of the billionaire Warren Buffett has sold a third of its shares of IBM. Berkshire Hathaway Holding owned by IBM 81.000.000 shares at the end of 2016, representing a portion of 8.7%. Since the beginning of 2017 Berkshire Hathaway sold a third of the portion of IBM.
Warren Buffett said that IBM was not so good as he expected, when he started to buy shares 6 years ago. The reason for this is that the competitors harm to the IBM.

Yo sabía mejor que Buffett - las acciones de IBM es una inversión tonta.
La companía IBM está enferma y no aumenta sus ganancias. Debido dano a la competencia de la empresa. Los aficionados que compraban acciones de IBM porque Berkshire Hathaway ha comprado, sin comprobar el crecimiento de los ingresos y dividendos en 15 anos pasados y sin pensar a la protección de la competencia, ahora deben revender las acciones de IBM, porque más tarde mejor informado Warren Buffett ahora vende. Pero yo diría que la idea tonta en 2011, comprar acciones de IBM, viene de la mente de Weschler y Combs en el holding Berkshire Hathaway.
El holding Berkshire Hathaway del multimillonario Warren Buffett ha vendido un tercio de sus acciones IBM. Berkshire Hathaway al final de 2016 poseía 81 millones de acciones IBM que es la proporción de 8,7%. Desde principios de 2017 Berkshire Hathaway vendió un tercio de la proporción de IBM. Warren Buffett dijo que IBM no era tan bueno como esperaba, cuando comenzó a comprar las acciones antes de seis anos. La razón es que la competencia de IBM dana.

Ich wusste es besser als Buffett - die IBM Aktie ist eine dumme Investition.
Der Konzern IBM ist krank und erhöht nicht seine Gewinne. Weil dem Unternehmen die Konkurrenz schadet. Die Amateure, die IBM Aktien kaufen, weil Berkshire Hathaway Holding gekauft hat, ohne das 15-jährige Wachstum von Umsatz, Gewinn und Dividende zu überprüfen und über den Schutz vor Konkurrenz nachzudenken, die sollten jetzt wieder die IBM Aktien verkaufen, weil der später besser informierte Warren Buffett verkauft. Ich würde aber sagen, die dumme Idee im Jahre 2011 die IBM Aktien zu kaufen, stammt aus den Köpfen von Weschler und Combs in der Holding Berkshire Hathaway.
Die Berkshire Hathaway Holding des Milliardärs Warren Buffett hat ein Drittel seiner Anteile an IBM verkauft. Berkshire Hathaway Holding war am Ende des Jahres 2016 im Besitz von 81.000.000 Aktien von IBM, was dem Anteil von 8,7% entspricht. Seit Anfang 2017 verkaufte Berkshire Hathaway ein Drittel des Anteils an IBM.
Warren Buffett sagte, dass IBM nicht so gut sei, wie er erwartet hat, als er vor sechs Jahren begann, die Aktien zu kaufen. Der Grund dafür ist, dass dem IBM die Konkurrenz schadet.




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[*] posted on 8-5-2017 at 06:20


Dividend from the stock of Berkshire Hathaway

I'm not putting a question mark behind the title because the dividend is sure. Unknown is only the year, from when it will be annually paid.
Berkshire Hathaway holding has $90 billion in the cash-box and so many years stingy Warren Buffett thinks today that he could start to pay dividends to shareholders. And dividends to pay would be a much better idea than to start a new foolish investment like IBM, airlines, Apple.
Even if will be paid an annuall dividend from this year or after the death of Buffett, the stock of BRK.B with price $166 is not a good long-term investment. The reasonable shareholder will buy some good stocks, which are also in Buffett's holding: Wells Fargo, Procter & Gamble, Johnson & Johnson. And he does not buy silly stocks from his holding: airlines, IBM, Goldman Sachs, Moody's, Coca Cola, Apple.
Who deals with stocks at least 15 years, easily will create a better portfolio of stocks than Warren Buffett's Berkshire Hathaway holding and he will avoid Buffett's mistakes. In the portfolio must be some stocks from the index DAX, Eurostoxx50 and the Stoxx50. For example, stocks: BASF, BMW, Munich Re, Iberdrola, Banco Santander, Sanofi, Royal Dutch Shell, BHP Billiton. And from the USA among the good 3 stocks from Buffett I should add: AT&T, Pfizer, Cisco Systems, United Technologies, if only the stock of Pfizer would be cheaper. Also stocks Procter & Gamble and Johnson & Johnson are yet too expensive, no more value investing.




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[*] posted on 7-6-2017 at 07:10


The General Reinsurance belonging 100% to the holding of Berkshire Hathaway, led by Warren Buffett, recently bought 3% of all the shares of the German chemical plant Lanxess AG for 200 million dollars.
Lanxess chart and fundamentals >> http://www.onvista.de/aktien/Lanxess-Aktie-DE0005470405
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[*] posted on 19-6-2017 at 06:52


Marc Faber buys the same stocks like you and me

These days we don't need to curse Marc Faber. Marc Faber today is not a crash prophet. He has a bullish mood for stocks from Europe: stocks of energy, raw materials, crude oil, gold and banks. ''The American economy is sick'' according to him. Marc Faber buys today the stocks of E.on, Iberdrola, Enel. Within the meaning of Marc Faber, people can also add stocks of BHP Billiton, Royal Dutch Shell and BASF. Experts consider Royal Dutch Shell for the best oil stock of the world.

But Warren Buffett is making one mistake after another. Shares of Johnson & Johnson make today just 0.03% of the portfolio of the Berkshire Hathaway holding and shares of Procter & Gamble only 0.02% of the portfolio. 86-year-old Warren Buffett sold almost all stocks of JNJ and PG and bought shares of the sick electrical group IBM. Then he recognized his mistake and again sold the shares of IBM, so that the holding gets money for the stocks of Johnson & Johnson and Procter & Gamble. To folks recommends Warren Buffett that the portfolio should be only from 4 to 10 large stock positions, while the holding Berkshire Hathaway owns 46 positions, some totally tiny, even when it are large companies like JNJ and PG.

Marc Faber compra las mismas acciones que tú y yo.
Hoy en día no necesitamos maldecir a Marc Faber. Hoy Marc Faber no es un profeta de crash. Tiene un humor alcista para las acciones de Europa: acciones de energía, materias primas, petróleo crudo, oro y bancos. "La economía estadounidense está enferma", según él. Marc Faber compra hoy las acciones de E.on, Iberdrola, Enel. En el sentido de Marc Faber, la gente también puede añadir acciones de BHP Billiton, Royal Dutch Shell y BASF. Los expertos consideran Royal Dutch Shell para la mejor acción de petróleo del mundo.

Pero Warren Buffett comete un error tras otro. Las acciones de Johnson & Johnson hacen hoy sólo el 0,03% de la cartera de holding Berkshire Hathaway y acciones de Procter & Gamble sólo 0,02% de la cartera. Warren Buffett, de 86 años de edad, vendió casi todas las acciones de JNJ y PG y compró acciones del grupo eléctrico IBM enfermo. Luego reconoció su error y vendió las acciones de IBM, por lo que el holding obtiene dinero para las acciones de Johnson & Johnson y Procter & Gamble. A la gente le recomienda a Warren Buffett que la cartera debe ser sólo de 4 a 10 grandes posiciones de acciones, mientras que el holding Berkshire Hathaway posee 46 posiciones, algunas totalmente minúsculas, incluso cuando son grandes empresas como JNJ y PG.

Marc Faber kauft dieselben Aktien wie du und ich
In diesen Tagen müssen wir nicht den Marc Faber verdammen. Marc Faber ist heute kein Crash-Prophet. Er hat eine optimistische Stimmung für Aktien aus Europa: Aktien von der Energie, Rohstoffen, Rohöl, Gold und Banken. ''Die amerikanische Wirtschaft ist krank'' nach ihm. Marc Faber kauft heute die Aktien von E.on, Iberdrola, Enel. Im Sinne von Marc Faber können die Anleger auch Aktien von BHP Billiton, Royal Dutch Shell und BASF hinfügen. Experten halten Royal Dutch Shell für den besten Öl-Konzern der Welt.

Aber Warren Buffett macht einen Fehler nach dem anderen. Aktien von Johnson & Johnson machen heute nur 0,03% des Portfolios von Berkshire Hathaway Holding und Aktien von Procter & Gamble nur 0,02% des Portfolios. 86-jähriger Warren Buffett verkaufte fast alle Aktien von JNJ und PG und kaufte Aktien des kranken Elektrokonzern IBM. Dann erkannte er seinen Fehler und nun verkauft er wieder die Aktien von IBM, so dass seine Holding Geld für die Aktien von Johnson & Johnson und Procter & Gamble bekommt. Den Menschen empfiehlt Warren Buffett, dass das Portfolio nur von 4 bis 10 großen Positionen von Aktien sein sollte, während die Holding Berkshire Hathaway besitzt 46 Positionen, einige völlig winzig, auch wenn es große Unternehmen wie JNJ und PG sind.




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[*] posted on 21-7-2017 at 12:11


Which stocks of Warren Buffett could you buy? This is Procter & Gamble, Johnson & Johnson, Wells Fargo, Sanofi, Munich Re. And the old man has sold almost all the stocks of PG and JNJ. The stocks PG or JNJ make today only 0.2% of Berkshire Hathaway's portfolio. Crazy and stupid idea! If you have a portfolio of 20 stocks, each of the 5 listed stocks should make 5% of the portfolio.
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[*] posted on 11-9-2017 at 07:39


People buy stocks only because Warren Buffett has them. About the ratios P/E 25, P/B 6 and P/S 4 people don't care. It suffices them that Warren Buffett has the stock. And this nonsense will continue, because the blogs, TV, radio, newspapers, magazines and books publish no true word about the valuation: "The stock is sporty valued." they say. There must however be: "The stock is overvalued. No longer buy!"
You must always pay attention on the valuation and long-term sales growth! If the Coca Cola stock has P/E 25, P/B 6, P/S 4, it is twice overvalued and you should not buy. If the sales and earnings of Coca Cola and Nestlé the past 12 years increase almost 0% annually, you should not buy.
Even Warren Buffett and Charlie Munger regret that not have sold in 1998 at P/E 50 the Coca Cola shares. The overvalued stock fell then on 1/3 until 2003.
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[*] posted on 13-9-2017 at 08:11


A holding better than Berkshire Hathaway
We don't need any cars from Tesla. Anyone who wants to have an electric car, buys it from BMW after some years. Today, by BMW the electric motor only have two ugly bodies. Later, also the nice models of BMW will get the electric motor. But I don't need any car. If I would have some thousand euros, I would not buy a car, but shares. I only take a train, bus and tram. And from BMW I buy also only shares. As an additional pension insurance from an insurance company I only buy shares of Munich Re. For eternity due to dividends, I want to hold shares of 20 to 21 companies. I don't need any shares of the Berkshire Hathaway holding - BRK.B without dividends, because my holding is better and each one stock has dividend. Warren Buffett does silly things, when he sells stocks JNJ, PG and buys IBM. I don't buy stocks of the sick IBM, moving to China. But I want to keep the stocks of Johnson & Johnson and Procter & Gamble forever.




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[*] posted on 2-12-2017 at 05:57


The ugly portfolio of Berkshire Hathaway holding and Warren Buffett on 30.09.2017
Weighting of each industry in % (too much stocks of financial services):

Financial Services 41.4%
Consumer Defensive 24.9%
Technology 15.4%
Industrials 5.2%
Energy 4.2%
Consumer Cyclical 3.2%
Communication Services 2.3%
Basic Materials 1.7%
Healthcare 1.4%
Real Estate 0.3%

Weighting of each stock in %
WFC - Wells Fargo & Co - Banks = 14.41% :thumbup:
KHC - The Kraft Heinz Co - Consumer Packaged Goods = 14.21%
AAPL - Apple Inc - Computer Hardware = 11.63%
KO - Coca-Cola Co - Beverages Non-Alcoholic = 10.13%
BAC - Bank of America Corporation - Banks = 9.68%
AXP - American Express Co - Credit Services = 7.72%
PSX - Phillips 66 - Oil & Gas - Refining & Marketing = 4.16%
IBM - International Business Machines Corp - Application Software = 3.02% :(
USB - US Bancorp - Banks = 2.57%
MCO - Moody's Corporation - Brokers & Exchanges = 1.93%
CHTR - Charter Communications Inc - Communication Services = 1.74% :(
LUV - Southwest Airlines Co - Airlines = 1.5%
BK - Bank of New York Mellon Corp - Asset Management = 1.5%
GS - Goldman Sachs Group Inc - Brokers & Exchanges = 1.46%
DAL - Delta Air Lines Inc - Airlines = 1.44%
GM - General Motors Co - Autos = 1.36%
DVA - DaVita Inc - Health Care Providers = 1.29%
AAL - American Airlines Group Inc - Airlines = 1.26%
UAL - United Continental Holdings Inc - Airlines = 0.97%
VRSN - VeriSign Inc - Online Media = 0.78%
---------------------------------------------------------------------- stocks 21-40
LSXMK - Liberty SiriusXM Group - Entertainment = 0.73%
USG - USG Corp - Building Materials = 0.72%
V - Visa Inc - Credit Services = 0.63%
MON - Monsanto Co - Agriculture = 0.6%
MTB - M&T Bank Corp - Banks = 0.49%
SIRI - Sirius XM Holdings Inc - Entertainment = 0.43%
COST - Costco Wholesale Corp - Retail - Defensive = 0.4%
MA - Mastercard Inc - Credit Services = 0.39%
LBTYA - Liberty Global PLC - Communication Services = 0.39%
AXTA - Axalta Coating Systems Ltd - Chemicals = 0.38%
SYF - Synchrony Financial - Credit Services = 0.36%
LSXMA - Liberty SiriusXM Group - Entertainment = 0.35%
QSR - Restaurant Brands International Inc - Restaurants = 0.3%
TMK - Torchmark Corp - Insurance - Life = 0.29%
STOR - STORE Capital Corp - REITs = 0.26%
LBTYK - Liberty Global PLC - Communication Services = 0.14%
SNY - Sanofi SA - Drug Manufacturers = 0.11% :thumbup:
VRSK - Verisk Analytics Inc - Business Services = 0.07%
WMT - Wal-Mart Stores Inc - Retail - Defensive = 0.06%
LILA - LiLAC Group - Communication Services = 0.04%
---------------------------------------------------------------------- stocks 41-47
GHC - Graham Holdings Co - Education = 0.04%
JNJ - Johnson & Johnson - Drug Manufacturers = 0.02% :thumbup:
LILAK - LiLAC Group - Communication Services = 0.02%
PG - Procter & Gamble Co - Consumer Packaged Goods = 0.02% :thumbup:
MDLZ - Mondelez International Inc - Consumer Packaged Goods = 0.01%
UPS - United Parcel Service Inc - Transportation & Logistics <0.01%
VZ - Verizon Communications Inc - Communication Services <0.01%
--------------------------------------------------------------------------
We can say that Warren Buffett was on 30.9.2017 satisfied that his holding Berkshire Hathaway's owns the stocks: Wells Fargo, The Kraft Heinz, Apple, Coca-Cola, Bank of America, American Express, Phillips 66.
The shares of Apple bought for the holding apparently the young associate Combs or Weschler.
But the stocks of Charter and IBM Waren Buffett doesn't like and he sells them gradually.
The best stocks of Warren Buffett he has already sold or almost all sold: Munich Re, Sanofi, Johnson & Johnson, Procter & Gamble. But I want to hold them forever.
The Wells Fargo stock can be praised, it makes still 14.41% of portfolio.

Podemos decir que Warren Buffett estaba en 30.9.2017 satisfecho que su holding Berkshire Hathaway posee las acciones: Wells Fargo, Kraft Heinz, Apple, Coca-Cola, Bank of America, American Express, Phillips 66.
Las acciones de Apple compraba para holding probablemente el colaborador joven Combs o Weschler.
Pero las acciones de Charter y IBM no le gustan y Warren Buffett las vende gradualmente.
Las mejores acciones Warren Buffett ya vendió o casi todas vendió: Munich Re, Sanofi, Johnson & Johnson, Procter & Gamble. Pero yo quiero mantenerlas para siempre.
La acción de Wells Fargo puede ser elogiada, todavía hace el 14.41% de la cartera.

Wir können sagen, dass Warren Buffett am 30.9.2017 zufrieden war, dass seine Holding Berkshire Hathaway besitzt die Aktien: Wells Fargo, Kraft Heinz, Apple, Coca-Cola, Bank of America, American Express, Phillips 66.
Die Aktien von Apple kaufte für die Holding wahrscheinlich der junge Mitarbeiter Combs oder Weschler.
Aber die Aktien von Charter und IBM mag Warren Buffett nicht und er verkauft sie nach und nach.
Die besten Aktien hat Warren Buffett bereits verkauft oder fast alle verkauft: Munich Re, Sanofi, Johnson & Johnson, Procter & Gamble. Ich will sie aber für immer halten.
Die Wells Fargo Aktie kann gelobt werden, die macht immer noch 14,41% des Portfolios.




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[*] posted on 14-1-2018 at 16:13


Buffett-Munger.jpg - 20kB

Old picture of Charlie Munger (left) & Warren Buffett (right)
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[*] posted on 18-1-2018 at 14:50


The insurance company General Reinsurance from the Berkshire Hathaway holding owns today 5% of shares of the German chemical company from index MDAX - Lanxess. The CEO in General Re is Mrs. Kara Raiguel, so Kara Raiguel has the purchase of shares of Lanxess on her conscience and no Buffett, as lie different rogues on paper and in the internet. :)



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[*] posted on 25-1-2018 at 12:57


Warren Buffett stopped planning to make the hedge fund managers Todd Combs and Ted Weschler heads of the Berkshire Hathaway holding, as soon as Warren Buffett will give up his spoon and stop eating.
Buffett has realized that the two speculators from hedge funds are not suitable for the leading of holding Berkshire Hathaway.
Now is Warren Buffett planning that the holding Berkshire Hathaway will lead Greg Abel (55) and Ajit Jain (66). But the Indian is a cousin of the former head of D.B. Anju Jain, who brought the Deutsche Bank into her greatest crisis.

Warren Buffett dejó de planear hacer los gerentes de hedge fondos Todd Combs y Ted Weschler los jefes de la holding Berkshire Hathaway, cuando Warren Buffett entregará su cuchara y dejará de comer.
Buffett reconoció que los especuladores de hedge fondos no son aptos para dirigir la holding.
Ahora planea Warren Buffett que la holding Berkshire Hathaway dirigirán los señores Greg Abel (55) y Ajit Jain (66). Pero el indio es un primo del ex jefe de D.B. Anju Jain, que llevó la Deutsche Bank a su mayor crisis.

Warren Buffett hat aufgehört zu planen, die Hedgefondsmanager Todd Combs und Ted Weschler zu Chefs von Berkshire Hathaway Holding zu machen, als Warren Buffett sein Löffel abgeben wird und nicht mehr essen.
Buffett hat erkannt, dass die Spekulanten aus Hedgefonds für die Leitung der Holding nicht geeignet sind.
Jetzt plant Warren Buffett, dass die Holding Berkshire Hathaway die Herren Greg Abel (55) und Ajit Jain (66) führen werden. Aber der Inder ist ein Cousin des ehemaligen Chefs von D.B. Anju Jain, der die Deutsche Bank in die größte ihre Krise gebracht hat.
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[*] posted on 7-4-2018 at 15:08


The current known working American value investors, the famous living value investors from the USA:

Charles Munger (94 years): owns only the stocks of Berkshire Hathaway - BRK, Wells Fargo - WFC, Bank of America - BAC, US Bancorp - USB

Charles Brandes (75 years): his most important stocks: Embraer SA - ERJ, Cemex SAB - CX, Citigroup Inc - C, Pfizer Inc - PFE

Mason Hawkins (70 years): his most important stocks: CenturyLink Inc - CTL, FedEx Corp - FDX, CNX Resources Corp - CNX, Mattel Inc - MAT

Kahn brothers = Alan Kahn and Thomas Kahn (76 years): his most important stocks: Citigroup Inc - C, BP PLC - BP, New York Times Co - NYT, Merck & Co Inc - MRK

Seth Klarman (60 years): his most important stocks: Synchrony Financial - SYF, Cheniere Energy Inc - LNG, Viasat Inc - VSAT, Twenty-First Century Fox Inc - FOXA

Richard Pzena (59 years): his most important stocks: Mylan NV - MYL, Hewlett Packard Enterprise Co - HPE, Citigroup Inc - C, Voya Financial Inc - VOYA

Bill Miller (68 years) is retired.
Ken Fisher (67 years) is no longer a value investor, buys growth stocks.
Warren Buffett (87 years) is already some years no value investor.

Some investors from the US and from Europe, as well as fund managers are considered value investors, because the largest part of their portfolios consist of the Berkshire Hathaway shares. That's a big mistake. Those people do not run value investing. The BRK share is overpriced and in the Warren Buffett's holding are mostly overpriced stocks.

:info: Die heutigen bekannten arbeitenden amerikanischen Value Investoren, die berühmten lebenden Value Investoren aus den USA:
....., ....., ....., ....., ....., ....., .....
Einige Investoren aus den USA und aus Europa, auch Fondsmanager gelten als Value Investoren, weil der größte Teil ihrer Portfolios aus der Berkshire Hathaway Aktie besteht. Das ist ein großer Irrtum. Diese Leute betreiben nicht Value Investing. Die BRK Aktie ist überteuert und in der Holding von Warren Buffett sind meistens überteuerte Aktien.

:info: Los actuales inversionistas de valor de los Estados Unidos, los famosos inversores de valor de EEUU:
....., ....., ....., ....., ....., ....., .....
Algunos inversionistas de los Estados Unidos y de Europa, así como los gestores de fondos son considerados inversionistas de valor, porque la mayor parte de sus portafolios consiste en la acción de Berkshire Hathaway. Es un gran error. Esas personas no ejecutan la inversión de valor. La acción de BRK es demasiado cara y en el holding de Warren Buffett son en su mayoría acciones sobrevaluadas.




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Lester
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[*] posted on 24-4-2018 at 05:37


The mistakes by Warren Buffett with his stocks
He didn't sell the end of 90. years the overpriced stocks Coca Cola and Moody's.
Wrongly speculated with the stocks of US Gypsum and IBM.
He never should sell the stocks of Johnson & Johnson, Procter & Gamble, Munich Re, Sanofi.
The biggest mistake, however, was that Warren Buffett devoted himself just to money and wanted to have always more , until Mrs. Susan left him because she wanted to have fun in San Francisco and not just count the money in Omaha.

Die Fehler von Warren Buffett mit seinen Aktien
Die Fehler von Warren Buffett mit seinen Aktien
Er verkaufte nicht am Ende der 90. Jahren die überteuerten Aktien Coca Cola und Moody's.
Fälschlicherweise hat er mit den US Gypsum und IBM Aktien spekuliert.
Er sollte nie die Aktien von Johnson & Johnson, Procter & Gamble, Munich Re, Sanofi verkaufen.
Der größte Fehler war jedoch, dass Warren Buffett hatte sich nur dem Geld gewidmet und wollte immer mehr Geld haben, bis ihn Frau Susan verlassen hat, weil sie Spaß in San Francisco haben wollte und nicht nur das Geld zählen in Omaha.

Los errores de Warren Buffett con sus acciones
Los errores de Warren Buffett con sus acciones
No vendió el final de 90. años las acciones sobrevaloradas de Coca Cola y Moody's.
Especulado erróneamente con las acciones US Gypsum y IBM.
Nunca tendría que vender la acciones de Johnson & Johnson, Procter & Gamble, Munich Re, Sanofi.
El mayor error, sin embargo, fue que Warren Buffett se ha dedicado al dinero y quiso tener siempre más dinero, hasta la señora Susan lo ha dejado porque quiso divertirse en San Francisco y no sólo contar el dinero en Omaha.
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[*] posted on 26-4-2018 at 04:55


The ugly share Teva bought in December for Berkshire Hathaway (BRK) Mr. Combs or Weschler. And a thousand liars around the world have been lying since 15 Feb. that Warren Buffett bought it. That day the share jumped +10%. But Warren Buffett wasn't so silly, he didn't buy it. And today the price is lower than on 16 Feb because people already know that Buffett didn't buy Teva, but Combs or Weschler for BRK.

Die hässliche Aktie Teva kaufte im Dezember für Berkshire Hathaway (BRK) Mr. Combs oder Weschler. Und tausend Lügner auf der ganzen Welt lügen seit dem 15. Februar, dass Warren Buffett es kaufte. An diesem Tag sprang die Aktie +10%. Aber Warren Buffett war nicht so dumm, er kaufte es nicht. Und heute ist der Preis niedriger als am 16. Feb., weil die Leute bereits wissen, dass Buffett Teva nicht kaufte, sondern der Combs oder Weschler für BRK.

La fea acción Teva compró en diciembre para Berkshire Hathaway (BRK) el Sr. Combs o Weschler. Y mil mentirosos alrededor del mundo mentían desde el 15 de febrero que Warren Buffett lo compró. Ese día la acción saltó + 10%. Pero Warren Buffett no era tan tonto, no lo compró. Y hoy el precio es más bajo que el 16 de febrero. Porque la gente ya sabe que Buffett no compró Teva, pero Combs o Weschler para BRK.
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[*] posted on 4-5-2018 at 13:35


From the stocks which Buffett buys, we buy only Kraft Heinz and Wells Fargo. From the stocks which Buffett sells, we buy only Johnson & Johnson, Munich Re, Procter & Gamble, Sanofi. We don't need to make all the mistakes of Buffett.

De las acciones que Buffett compra, compramos sólo Kraft Heinz y Wells Fargo. De las acciones que Buffett vende, compramos sólo Johnson & Johnson, Munich Re, Procter & Gamble, Sanofi. No necesitamos hacer todas faltas que Buffett hace.

Von den Aktien, die Buffett kauft, kaufen wir nur Kraft Heinz und Wells Fargo. Von den Aktien, die Buffett verkauft, kaufen wir nur Johnson & Johnson, Munich Re, Procter & Gamble, Sanofi. Wir müssen nicht alle Fehler von Buffett machen.
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[*] posted on 31-5-2018 at 15:30


Warren Buffett proposed $3 billion Uber investment, but the stupid deal crumbled.
The evil old man wanted to help that Uber makes the poor taxi drivers (out of Uber) still poorer. Very evil this old man!
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[*] posted on 7-6-2018 at 03:15


Somebody said that Warren Buffett in the past years was more shorting overvalued stocks than making value investing. He asks, if we could follow it.
But shorting is not good for us = intelligent long-term-value-investors. Shorting is just for the wild day traders like Buffett and Soros. We will never need it.

Jemand sagte, dass Warren Buffett in den vergangenen Jahren mehr Shorting mit überbewerteten Aktien machte als Value Investing. Er fragt, ob wir ihm folgen könnten.
Aber Shorting ist nicht gut für uns = intelligente langfristige Value Investoren. Shorting ist nur für die wilden Daytrader wie Buffett und Soros. Wir werden es nie brauchen.

Alguien dijo que Warren Buffett en los últimos años era más corto en acciones sobrevaluadas que hacer value investing. Él pregunta, si podríamos seguirlo.
Pero el shorting no es bueno para nosotros = inversionistas inteligentes de valor a largo plazo. El shorting es sólo por los daytraders salvajes como Buffett y Soros. Nunca lo necesitaremos.
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[*] posted on 30-6-2018 at 13:30


110 seconds of video with Warren Buffett from 1962, when he was 32 years young.
:post: https://www.youtube.com/watch?v=REhg_bv7srM
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[*] posted on 2-7-2018 at 10:30


BenGraham.JPG - 3kB

"The speculative public is incorrigible. In financial terms it cannot count beyond 3. It will buy anything, at any price, if there seems to be some action in progress." Ben Graham
. . . . . . .
It means: Just buy stocks with low valuation (P/E, P/B, P/S) and a nice dividend yield! Avoid the popular and expensive stocks: Alphabet, Amazon, Apple, Coca-Cola, Facebook, Mastercard, Microsoft, Netflix, Nike, Starbucks, Visa! After the next big crash, these stocks will be 3x cheaper.
o o o o o
"Die spekulative Öffentlichkeit ist unverbesserlich. In finanzieller Hinsicht kann es nicht mehr als 3 zählen. Sie wird alles kaufen, um jeden Preis, wenn es scheint, dass sich etwas bewegen wird." Ben Graham
. . . . . .
Es bedeutet: Kaufe nur Aktien mit niedriger Bewertung (KGV, KBV, KUV) und einer schönen Dividendenrendite! Meide die beliebten und teuren Aktien: Alphabet, Amazon, Apple, Coca-Cola, Facebook, Mastercard, Microsoft, Netflix, Nike, Starbucks, Visa! Nach dem nächsten großen Crash werden diese Aktien 3x billiger.
o o o o o
"El público especulativo es incorregible. En términos financieros, no puede contar más de 3. El compra cualquier cosa a cualquier precio, si parece que algo se moverá. " Ben Graham
. . . . .
Esto significa: ¡Compra sólo acciones con la valuación baja (P/E, P/B, P/S) y una rentabilidad de dividendos agradable! ¡Evita las acciones populares y caras: Alphabet, Amazon, Apple, Coca-Cola, Facebook, MasterCard, Microsoft, Netflix, Nike, Starbucks, Visa! Después del próximo gran crash, estas acciones serán 3x más baratas.
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[*] posted on 23-8-2018 at 04:20


An investment operation is one which upon thorough analysis promises safety of principal and a satisfactory return. Operations not meeting these requirements are speculations.
Benjamin Graham

Eine Investment-Operation ist eine, die nach gründlicher Analyse die Sicherheit des Kapitals und eine zufriedenstellende Rendite verspricht. Operationen, die diesen Anforderungen nicht entsprechen, sind Spekulationen.
Ben Graham

Una operación de inversión es aquella que tras un análisis minucioso promete seguridad de capital y una renta satisfactoria. Las operaciones que no cumplen estos requisitos son especulaciones.
Benjamin Graham
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We like value investing, to buy stocks cheaply, with P/E below 15, P/B below 3.0, P/S below 3.0. If we want to sell the stocks after one year with a profit, the enterprise or bank should expect that the earnings will grow more than 20% in the next 4 quarters. Also, the dividend should be paid, because even stocks with growth potential may be a year in the red and then it is boring, to be one year without dividend. In retirement, we want to receive an income higher from dividends than from the pension insurance. Here we will buy cheaply blue chip stocks from old and large enterprises and banks, which the past 12 years approximately 10% per year increased revenues, earnings and dividends. When we buy these stocks, they must have a dividend yield over 3.0% and we will keep them forever. After us, our kids will inherit them. Most of these stocks are in the indices Dow Jones, Eurostoxx50, Stoxx50 and DAX.




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