Remember when the price of Apple was falling and I was saying that Warren Buffett was buying Apple stocks. Boy I was wrong
He was actually selling Apple stocks in this video. We will look at the latest 13F Filings of Berkshire Hathaway
which stocks Warren Buffett has been buying and which stock he has been selling?
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Let's start with Apple
Berkshire Hathaway sold about 1% of the shares of Apple
They sold 3 million shares of Apple, but actually it was not done by Warren Buffett himself
First of all, let's understand how he manages
Perfectly, so it's no longer just one. We're investing the stock market anymore
He has other managers who manage the funds and assets of the company. So with over 700 billion u.s
Dollars as assets in the management for people managers those assets, of course
The main one is Warren Buffett managers
Most of these assets Charlie Munger the vice-chairman of the chapter will also manage those assets
But there is also Todd Combs and Ted Weschler who manages assets of Berkshire Hathaway
So these are the four made and money just fund managers about the way and each one of them is independent from each other
To talk and dead
They don't need to ask permission from Tory Munger Warren Buffett before buying or selling a stock
There's also Ajit Jain who is responsible for insurance or Berkshire Hathaway the reinsurance insurance part of the business
there is Greg Abel responsible for energies and
Utilities and also railroads. So all these people the independent we can manage the funds and
especially if you look at insurance if if for example
Argentine sees that he wants to take the money on the internet and buy Treasury bills
He can do this without the permission of Warren Buffett. So this is how right now culture. How do we operate?
So what actually happens with Apple this was not done by Warren Buffet himself. This was done by either dead or third
I don't know exactly
Who one of these people actually saw the share that they were managing of Apple and the same thing can be said about Oracle
I don't think really Warren Buffett were the one buying Oracle shares and they're selling it of the Fremont
This is not a perfect like investment
So it was either don't buy Ted Weschler or third comes but they have long term
philosophies but I don't know how much money exactly they are managing and of course when you see
Investments in the technology right now is mostly not by Warren Buffett
Because one the fact he himself says that doesn't understand he technologies
Even Charlie Munger's doesn't understand the technology
So when you see these technology investments, it's mostly from these two people
Now you should be asking ourselves the question why when I am Ivette did not invest more in Apple when the price was poorly
this it's hard to see we need to wait for his annual letter for us to have an answer and
The letter will be coming maybe next month too. We will do more underneath that comes
So right now we got uh, negotiate some hypothesis white-wine yourself by in my opinion
26% of the portfolio was already in the apple and it was too much of a risk
Because perfect doesn't understand technology and that's why I think he did not want to buy
Much more shares of Apple because we know I've been saying this at 2019 doesn't look so good for Apple
Maybe he's expecting the price to go to vs. Up. He can buy moshus of Apple
So of course, this is only a hypothesis
We should be waiting for the nectar to know more about Apple but lost August Warren the that on his birthday idea
He said that he loves our but he believes in upward. So I don't think has lost any faith in Apple now
Let's have a look at the new holdings of the Shahadah wind. There are the three new companies to the portfolio
The first one is red hard. It is a software company
IBM is going to acquire this company very soon
They are waiting for regulators to accept this so we don't know actually at what time?
Russia has to win the state England hat wasn't before the announcement that IBM was going to buy this company after the announcement
Because if it was before then they have made a huge profit on this investment, but even if it was later
still they are going to make profits when IBM is going to buy the company IBM is going to acquire the company for
180 folios dollars per share
All right now which are on 180 so even today if the buy a share of this company they are going to make profits
So this is something called workouts
If you will read the letters of both work the Fed the letters to lease partnerships in his partnership to his partners
And then the desert to pursue with shareholders, you will see that he talks a lot about workers
This is what is a work out that companies which will go from mergers how he can make money from these
This is something that talks about induct in his earlier letters the second company that he added to his portfolio
Eastern Co energy, this is a Canadian energy company. The third one is don't go. It is not a people of Brazil. So
this is that company and
It's highly unlikely that it's worm perfect for both shares of this company
It's mostly one of the other managers now
Let's have a look to the largest addition to the popular the largest one of them all instruments companies
increases position by 68%
Even having buying shares of commoners companies in my video about the free start
I'm buying in February 2000 and and I say that I'm going to buy travelers companies
This is a company with a great crop prospect in the coming year
So I think even more but that sees the prospect in this company and that's what is investing in this one
The second one is JP Morgan Chase
48% addition to the portfolio. That one is General Motors
additional
37% so if we look at the general mood those
Turnovers right now has a period of six which is very low compared to the industry average and historical average
So that's why I believe one of the facts is great value in General Motors for one is PNC Financial Services
35% the addition to the portfolio in the coming weeks is next week. I'm making a video on PNC Financial Services
Fifth one is the Bank of New York Mellon plus 4% addition to portfolio
I made a video about back on New York Mellon last week
Six is US bank. Oh, this is three point five percent
I show to the portfolio immediately about US Bancorp is coming on Thursday and the back on America made a video a
Few weeks ago they added around 2% action to his book for you
He sold out the only one stock that is Oracle now
Let's have a look at the stocks in which he reduced his position. The largest one is finished
66 in the truth is position by 22%
Second one is United Continental Holdings are 150 percent. Third. One is the charter communication 4%
Fourth one is well over 3% captured understand doctor he regularly
reduces his position in West Boca because he will default around 10 percent of the bank and
according to the SEC and other regulations in the United States
He cannot put more than 10% and that's why when the bank is buying back their own shares
He also has to reduce his position in this Bank fifth one is the Southwest Airways
He reduced his position by two percent. And of course six one is about the reduced position by one percent
so what we can conclude from all of this in that Warren Buffett is
Investing a lot a lot more in the banking industry in the financial industry
I'm missing that the best this is the best sector to invest right now because of the not only the current
Fundamentals of these companies huh? But also because of the rising interest rate
this will give them a great environment for for them to grow in the coming years and also the
Triple conscious develop their own cryptocurrency score the GPM coin and this is going to facilitate the growth of that
even Bank of America they have DW Erica and
the other leaders in
technical companies like this book or muscle Oh
People who wanted to actually go into v-tach
but banks are showing that they don't want this companies and definitely tech now and they
Already to compete and with the huge prophecies of the bank are getting right now
Of course
They can complete the having a massive
Tax rate cut for the best sensor do not come became brands that now the best only P are deep 21 percent
tax rate on their profits before
2016 they use two to thirty seven percent of profits as ducks
So of course, this is another factor, which is going to lead for mokra for the best
and now if we look on the activist right bank
For example opponent sucks this there's an under profit that the market right now is volatile and volatile market is a great
Thing for investment bank that me know in the comments. What do you think about those stocks which were perfect food and he sold and
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