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2/14 準備要公布巴菲特上季台積電持股增減狀況

有夠攔01 wrote:
老巴TSM持有不到半...(恕刪)


夜盤看訊號就知道有鬼果然被我看對
只是看不出巴菲特減碼這樣多不然就買put
去年員工分紅增加70%,金額1200億元。去年獲利1.16兆台幣,分紅比率約10%,這樣的數字算高嗎?巴菲特為什麼也在炒短線?是擔心台積電的資本支出和工廠營運成本嗎?
應該說現在根本不是巴菲特在操盤,操盤人看到短線獲利5成以上就直接出脫了,哪裏會跟你長期持有

茶太 wrote:
夜盤看訊號就知道有鬼...(恕刪)
有夠攔01

台G電...弄不好就變成台語的"殺"雞店..除了政治風險太高外..美國設廠..也是一個NO NO吧[笑到噴淚] 

2023-02-15 7:14
Berkshire Beefs Up Stakes in Apple, Paramount, Louisiana-Pacific

Paramount Global benefitted the most from Berkshire’s buying, with the conglomerate purchasing an additional 2.4 million shares worth more than $40 million as of Dec. 31, according to a regulatory filing Tuesday.

Apple remained the company’s largest holding by market value, though the value of that position fell by $7.4 billion in the period. The Paramount stake likewise lost market value in the period, falling $156 million.

At the same time, Berkshire reduced financial holdings by selling shares in U.S. Bancorp, Bank of New York Mellon Corp., and Ally Financial Inc. The company also cut back on its exposure to Activision Blizzard Inc. and chip-maker Taiwan Semiconductor Manufacturing Co. The remainder of the company’s portfolio was largely unchanged.

老巴的PARA均價現在我是算不出來
最早找到的資料算出來是$34.33
老巴的PARA要是回$34.33
小的我可以發點橫財
12/31/2022 持股
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100
3,536,907 SH
4,755,817 SH

9/30/2022 持股
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100
14,649,113 SH
13,812,767 SH
2,989,000 SH
 17,110,000 SH
11,500,000 SH

6/30/2022 無持股
以上都是從
SEC 13F抓下來的資料
可惜沒持股成本
無法計算


我也懶得按計算機
總計12月TSM底持股減量-86.19% (-51.77M股)
jamesz

持有成本算是巴克夏的商業機密,根本不可能公佈,就是怕有機構專門跟他們對作

2023-02-15 7:56
看樣子巴菲特對台積電的持股操作跟「普通人」沒兩樣:有獲利就先砍90%,再換手操作。

所以別相信「巴菲特對每一種股票都會長期持有」的鬼話了 :D
這只是我們一廂情願的「主觀想法」而已。
工作太久了,準備5X歲就退休,邁向第3人生。
說好的價值投資,長期持有呢
從來就不存在價值投資跟商業機密

就是跌到MA買入,型態不好就賣出

越是不懂巴菲特就越是崇拜價值投資


還永遠的金大班嘞?

最後一夜?

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