snapo
the greater the truth, the greater the libel
markets
there will be blood...
peterpauldevries on Twitter
shortare è difficile e se nn fa parte del vostro modo di tradare restate fermi...lasciateli schiattare...
Berkshire reported a $50 billion Q1loss
""When we bought [airlines], we were getting an attractive amount for our money when investing across the airlines,” he said. “It turned out I was wrong about that business because of something that was not in any way the fault of four excellent CEOs. Believe me. No joy of being a CEO of an airline."
ha venduto tutto il settore...aka il rimbalzo è distributivo...
ha la cassa + ampia mai avuta e a differenza del 2008(ott/nov) quando fece il pieno di opzioni di gs è fermissimo...segno che le occasioni nn ci sono...o almeno nn ancora...
"There is a more simplistic explanation of Buffett's style of investing at least in recent years: he will buy the stock of companies that engage in massive buybacks, such as Apple, even though his annual letter bashes companies that buybacks stocks, and he will dump all companies that halt buybacks, of which IBM is the most famous example. And since the quasi-bailed out airlines won't be repurchasing stock for years and years to come, it was only a matter of time before Buffett dumped them.
It also means that Buffett may soon liquidate many more sector holdings, starting with the banks which have also suspended buybacks for the near future and may be forced to extend said suspension indefinitely unless there is a V-shaped recovery in the global economy. The banks will then be followed by consumer discretionary, railroads, and many more. In fact, it would explain why unlike 2008, Buffett has not only not been buying any stocks despite major "bargains" but has actually been aggressive in liquidating his holdings, hardly an endorsement of the broader market.
Amusingly, after wasting much digital ink bashing buybacks in his annual letters, Buffett went off on a rant defending buybacks during the annual videocast: "It’s very politically correct to be against buybacks now,” he said. "There’s a lot of crazy things being said about buybacks. Buybacks are so simple. It’s a way of distributing cash to shareholders," especially when that shareholders is Warren Buffett. The "oracle" then noted that share repurchase programs should be executed in a price and need-sensitive manner, but “when the conditions are right, it should also be obvious to repurchase shares and there shouldn’t be the slightest taint to it anymore than there is to dividends." Yes, well, good luck with all that Warren because for the next 2 years, you can kiss buybacks goodbye from all companies except perhaps the FAAMGs."
bye
there will be blood...
peterpauldevries on Twitter
shortare è difficile e se nn fa parte del vostro modo di tradare restate fermi...lasciateli schiattare...
Berkshire reported a $50 billion Q1loss
""When we bought [airlines], we were getting an attractive amount for our money when investing across the airlines,” he said. “It turned out I was wrong about that business because of something that was not in any way the fault of four excellent CEOs. Believe me. No joy of being a CEO of an airline."
ha venduto tutto il settore...aka il rimbalzo è distributivo...
ha la cassa + ampia mai avuta e a differenza del 2008(ott/nov) quando fece il pieno di opzioni di gs è fermissimo...segno che le occasioni nn ci sono...o almeno nn ancora...
"There is a more simplistic explanation of Buffett's style of investing at least in recent years: he will buy the stock of companies that engage in massive buybacks, such as Apple, even though his annual letter bashes companies that buybacks stocks, and he will dump all companies that halt buybacks, of which IBM is the most famous example. And since the quasi-bailed out airlines won't be repurchasing stock for years and years to come, it was only a matter of time before Buffett dumped them.
It also means that Buffett may soon liquidate many more sector holdings, starting with the banks which have also suspended buybacks for the near future and may be forced to extend said suspension indefinitely unless there is a V-shaped recovery in the global economy. The banks will then be followed by consumer discretionary, railroads, and many more. In fact, it would explain why unlike 2008, Buffett has not only not been buying any stocks despite major "bargains" but has actually been aggressive in liquidating his holdings, hardly an endorsement of the broader market.
Amusingly, after wasting much digital ink bashing buybacks in his annual letters, Buffett went off on a rant defending buybacks during the annual videocast: "It’s very politically correct to be against buybacks now,” he said. "There’s a lot of crazy things being said about buybacks. Buybacks are so simple. It’s a way of distributing cash to shareholders," especially when that shareholders is Warren Buffett. The "oracle" then noted that share repurchase programs should be executed in a price and need-sensitive manner, but “when the conditions are right, it should also be obvious to repurchase shares and there shouldn’t be the slightest taint to it anymore than there is to dividends." Yes, well, good luck with all that Warren because for the next 2 years, you can kiss buybacks goodbye from all companies except perhaps the FAAMGs."
bye
