Maybe Warren Buffet really knows how to tackle turmoils. Below is an analysis YTD for the share price of Berkshire Hathaway (BH) vs. Amazon, META & Netflix.
Here is how the BH portfolio looks like: Tech (43%), Finance (25%), Consumer staples (13%), Energy (11%), Consumer Discretionary (6%), others.
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When it comes to shopping, price is the most important reason to buy. Hence, no surprise that Shein’s on top of the list. Just a short reminder: TikTok (Bytedance) and Shein are the top two Chinese stars, both with valuations of +100bn USD. In a recent survey with my students (...)
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Twitter’s acquisition finally happened, although someone realised how much he overpaid for it. How we ended up here? Well, Twitter’s BoD triggered the SEC’s section 9.9. – as mentioned in one of my LinkedIn posts 5 months ago (!) (see below) Elon’s first decision was to (...)
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