Who can’t teach a new trick to the old billion? The key to being a great investor is the ability to change your views according to current conditions and the willingness to learn. In recent years, the company’s investment portfolio Berkshire Hathaway
stle astji pidvaj shares technology
companies, because Buffett
and its portfolio manaei se pizpsobuj nov economy
Spolenost Apple broke for the Berkshire tradition
dn company did not help Buffettovi
beautify his resistance to technologim
). In 2016, Berkshire took a modest position of around 1 billion in this smartphone manufacturer dollar
and pokraovala in opportunistickm nkupu action
. At the end year 2020
Berkshire owned more than 5% of the company worth 120 billion dollar
is based on etn performance action
Berkshire, then provided tm 90 billion dollar
– ie not more than 50% of the total unrealized profit
in the Berkshire stock portfolio.
Due to the huge thorn capitalization of the company in vi 2.5 trillion dollar
it is mon who uviteln, ale Apple
it is also a driving force behind. Society Apple
in its last quarters vsledcch
she scored an analyst and said trby
o 36%, e.g. trby
pipadajc on the flagship iPhone jumped 50%. It is okay that it did not impress investors and shares
were slightly sold due to the comment that the lack of ip will affect the sales of iPhones in the fifth quarter.
Even if the sale is started, the growth rate will come from the subscription and slueb
with you mar. CEO Tim Cook is aggressively looking for ways to monetize more than a billion iPhone users. Pestoe had a turnover of 275 billion dollar
, long – term growth of pbh society Apple
Berkshire will not sweat due to the slowing growth of the Amazon
Pestoe spolenost Amazon
) has been one of the most efficient in the last decade action
with a mega-chapter, Berkshire lasted a while, not passed.
in response, he showed his uprising self-righteous joke, when he called himself an “idiot” that he did not buy Amazon
two, and at the same time made it clear that the purchase did not work. Berkshire recovered quickly and now owns this electronic giant trade
according to 1.8 billion dollar
with Berkshire da. Last year shares
during the pandemic they rose sharply and strengthened by 76%. This year was difficult for the action, because shares
is sotva dr over with water
Amazon for the last time about vsledcch
management reacted sharply after the company issued her estimate have
for aunt a quarter, not many analysts expected.
Meziron compared growth bag was for Amazon
always difficult, because the lots of pandemic fumes have increased the demand for e-commerce. Nevertheless, there are reasons for the above-mentioned development of society, or segments with you, such as advertising, services
for tetch seller page
and AWS, above show a strong pace of growth.
Snowflake is a surprising company in its portfolio
opens hls to light to value investovn
and often talk about the antipathy to investing in IPO
. Therefore, according to Berkshire v technologick
: SNOW), which deals with data storage, at prices IPO
such a surprise. At one point, Snowflake was trading at 200 times 12msnch have
, which made it one of the most expensive technological action
with a large thorn capitalization throughout the market.
Pestoe could be an upstream purchase, it was solid for Berkshire investment
. From IPO
v z 2020
have grown shares
Snowflake by 140%, and the value of Berkshire’s position reached 1.8 billion dollar
Snowflake’s award improved due to a 30% drop action
from recent highs and a strong first quarter when trby
increased by 110%. The company still trades 115 times have
what is the value is not the average value shares
. For comparison, nsobek have
society Berkshire Hathaway
There is a reason to believe that Snowflake is ready for further growth, which could continue to reduce its value. Although cloud computing seems to be widespread in American companies, many organizations are still in the early stages of the day. Transition to cloud computing vol trby
Snowflake for several years to come.
In addition, Snowflake’s user experience is sticky, which allows it to “piste and expand”. As soon as the company starts using the simplified centralized cloud platform Snowflake, it often continues to slueb
and their use, as evidenced by a massive 168% of Snowflake’s net income in the first quarter. Snowflake may be at odds with Berkshire’s value-oriented portfolio, but it should ensure a decade of growth.
Mercurius Pro, ocp, as was established in 2018 and its team has a wealth of experience from previous work in both Czech and foreign brokerage houses, investment banks and other financial institutions. We provide professional services for tenants, advanced and institutional investors. Experiences and results at work are on the business card.
For investors who do not have much experience, or are limited in time, we offer consultations with the broker and a passive approach to investing through the portfolio. Experienced investor in a wide range of FX tools, commodity, financial and stock markets, including derivatives. This makes it easy for me to create a broadly diversified portfolio. For professional and corporate investors, we offer products and conditions adapted to their requirements.
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