Money effects
Driven by key incidents and short-midterm oriented
$The Competition fund(PFL1021362)$
$The Competition fund(PFL1021362)$
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My opinions
Until October, 73.4% of reported earnings for 22Q3 were above analyst expectations. This compares to a long-term average of 66%.
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Warren Buffet add position to the streaming industry
According to the latest 13F report submitted by Buffett's Berkshire Hathaway, it bought about 69 million new shares of Paramount Global in the first quarter, worth about $2.6 billion, accounting for about 6% of Berkshire's total investment. Paramount Global shares jump 10%
Paramount Global shares outperformed the market this year, falling 7.2%, while the s & p 500 index fell 14.9% over the same period.
One angle that can be considered is Buffett's attitude towards streaming media. Including Paramount Global, Buffett already owns three main streaming companies, the other two are Apple Inc (Apple TV+) and Amazon.Com Inc (Prime)
Affiliated companies:$Netflix(NFLX.US$ $Amazon(AMZN.US$ $Paramount Global-B(PARA.US$
Paramount Global shares outperformed the market this year, falling 7.2%, while the s & p 500 index fell 14.9% over the same period.
One angle that can be considered is Buffett's attitude towards streaming media. Including Paramount Global, Buffett already owns three main streaming companies, the other two are Apple Inc (Apple TV+) and Amazon.Com Inc (Prime)
Affiliated companies:$Netflix(NFLX.US$ $Amazon(AMZN.US$ $Paramount Global-B(PARA.US$
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Value for you and welcome for following
Fit the tendency of times is needed when making investment. Energy is always in demand and the demand is growing. Besides, the price of energy is increasing consistently and now much influenced by the pandemic and war on the upward way. The tendency will stay on the mid-term and the Global Energy Value portfolio will be benefit from it.
The second portfolio is for consumer products. It's not necessary to illustrate how this sector can go through cycles. T...
The second portfolio is for consumer products. It's not necessary to illustrate how this sector can go through cycles. T...
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