Nguy cơ Investors rời bỏ Berkshire, ngày mai BUFÊ gửi thư xưng tội đến toàn thể cổ đông

Mịe tin gì mà xấu vãi đến thế không biết

Thôi rồi lượm ơi! Buffet mà còn sai lầm thế kia thì bà con ta dại dột múc vào 2 ngày cuối tuần vừa rồi cũng fải thôi. Chia buồn!!!

DJ sẽ còn đi xa!

Chim lợn có tin này tha hồ kêu roài. Thứ 2 tha hồ mà phang lệnh tháo ATO nhé

Mấy con số sơ sơ:
Berkshire data show that the company entered 2008 with 17.5 million Conoco (COP, Fortune 500) shares and ended with nearly five times that many, 84.9 million shares. At yearend, when Conoco stock was about $52, Berkshire''s unrealized loss on all its shares (both those bought in 2008 and earlier) was $2.6 billion. But the stock closed yesterday at $37.40. If Berkshire still owns all its Conoco shares, the unrealized loss has grown to $3.8 billion.

That hammering may psychically bother Buffett the most -- he detests making faulty judgments about stock prices -- but Berkshire''s biggest financial blows in 2008 came from two of the company''s long-time holdings: The market value of Berkshire''s American Express (AXP, Fortune 500) shares fell by $5 billion, and its Coca-Cola (KO, Fortune 500) stake sank by $3 billion.

Berkshire''s huge position in Wells Fargo (WFC, Fortune 500) suffered very little in 2008, but has been hammered this year. The 304 million Wells shares that Berkshire owned at yearend 2008 have lost well over half their market value, falling from $9 billion to $3.65 billion. Berkshire''s stake in U.S. Bancorp (USB, Fortune 500) is down by around $800 million.

The good points about 2008 for Berkshire? Well, Buffett had been long looking for places to invest the company''s bulging granary of cash, and the tumbling prices in 2008 provided him opportunities (a word obviously not fitting the Conoco purchase). In the fall, inking a deal announced earlier in the year, he put $6.5 billion into Wm. Wrigley Co., by means of 11.45% subordinated notes (that was $4.4 billion of the investment) and preferred stock that pays a 5% dividend ($2.1 billion) and carries upside possibilities that have not been disclosed. The investments helped finance Mars Inc.''s purchase of Wrigley.

The preferred stock opportunities expanded after the financial world fell apart in September. On October 1, Berkshire bought $5 billion of Goldman Sachs preferred paying a 10% dividend and acquired warrants -- exercisable for five years -- to purchase 43.5 million common shares for $5 billion, a price per share of $115. Goldman has been well under that price most of the time since and closed yesterday at $91.

In a similar deal, carried out on October 16, Berkshire purchased $3 billion of General Electric 10% preferred and acquired warrants -- again, good for five years -- to buy 134.8 million common shares of GE for $3 billion, a price per share of $22.25. GE''s stock, weighed down by GE Capital (which, in loans, is effectively the fifth-largest bank in the nation), has been a general disaster since and closed yesterday at around $8.50

Vãi hàng, mỗi quả đầu tư toàn đi tong mấy tỷ $ hix hix

Sụp đổ lý thuyết đầu tư dài hạn

Lướt sóng lên ngôi

Chán nhỉ. Tình hình còn tồi tệ hơn cả tưởng tượng

Hic hic, không ngờ lại tồi tệ đến thế

Tin này không biết ảnh hưởng nhiều ko các bác nhỉ