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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There are at least 5 reasons for pursuing this strategy: 1/ Escaping the low-margin trap Foxconn’s core business (ie. contract manufacturing consumer electronics) is a relentless, low-margin game. The shift into EVs is a strategic necessity. Apple’s iPhone supply chain won’t sustain growth forever, and as I often note, contract (...)
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Apple announced the results of their last quarter and we now have a clear image of what’s happening there: 1/ The biggest hit was taken by the iPhone due to the “covid-zero” policy in China. (-8y/y) Here it is worth mentioning that the company built a state-of-the-art collaboration system with (...)
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