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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According to the latest 13F report submitted by Berkshire Hathaway led by Buffett, in the first quarter, it purchased about 69 million new shares of Paramount Global, worth about 2.6 billion US dollars, accounting for about 6% of Berkshire Hathaway's total investment. Paramount Global Shares Jump 10%
Paramount Global's share price outperformed the market by 7.2% this year, while the S&P 500 index fell 14.9% during the same period.
One perspective to think about is Buffett's attitude towards streaming media. Counting Paramount Global, Buffett already owns three companies whose main business is streaming services. The other two are Apple (Apple TV+) and Amazon (Prime)
Affiliated companies: $Netflix(NFLX.US$ $Amazon(AMZN.US$ $Paramount Global-B(PARA.US$
Paramount Global's share price outperformed the market by 7.2% this year, while the S&P 500 index fell 14.9% during the same period.
One perspective to think about is Buffett's attitude towards streaming media. Counting Paramount Global, Buffett already owns three companies whose main business is streaming services. The other two are Apple (Apple TV+) and Amazon (Prime)
Affiliated companies: $Netflix(NFLX.US$ $Amazon(AMZN.US$ $Paramount Global-B(PARA.US$
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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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