Driven by key incidents and short-midterm oriented
$The Competition fund(PFL1021362)$
$The Competition fund(PFL1021362)$
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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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根据最新的巴菲特领导的伯克希尔哈撒韦公司提交的13F报告显示,一季度,它新购进了约6900万股Paramount Global公司的股票,价值在26亿美元左右,约占伯克希尔哈撒韦总投资的6%。Paramount Global股价跃升10%
Paramount Global股价今年跑赢大市,下跌 7.2%,而同期标准普尔 500 指数下跌 14.9%。
一个可以思考的角度是巴菲特对流媒体的态度。算上Paramount Global,巴菲特手中已经持有三家主营中有流媒体服务的公司,另两家分别是苹果(Apple TV+)和亚马逊(Prime)
关联公司: $Netflix(NFLX.US$ $Amazon(AMZN.US$ $Paramount Global-B(PARA.US$
Paramount Global股价今年跑赢大市,下跌 7.2%,而同期标准普尔 500 指数下跌 14.9%。
一个可以思考的角度是巴菲特对流媒体的态度。算上Paramount Global,巴菲特手中已经持有三家主营中有流媒体服务的公司,另两家分别是苹果(Apple TV+)和亚马逊(Prime)
关联公司: $Netflix(NFLX.US$ $Amazon(AMZN.US$ $Paramount Global-B(PARA.US$
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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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