Active TopicsActive Topics  Display List of Forum MembersMemberlist  CalendarCalendar  Search The ForumSearch  HelpHelp
  RegisterRegister  LoginLogin

Buffet, Lynch and other legends - Investing Strategies
 The Equity Desk Forum :Market Strategies :Buffet, Lynch and other legends - Investing Strategies
Message Icon Topic: The Warren Buffett school of Investing. Post Reply Post New Topic
<< Prev Page  of 221
Author Message
rohit1889
Senior Member
Senior Member
Avatar

Joined: 25/Jun/2011
Location: India
Online Status: Offline
Posts: 518
Quote rohit1889 Replybullet Posted: 15/Feb/2013 at 6:19pm
It would be interesting to hear why he bought it today and not 10-20 years back as he has been following it since 1980. Its his kind of business which one can predict. He bought IBM after following it for 50 yrs bcz its a sector which he couldn't predict. But I am perplexed why he didn't buy Heinz years before.

Originally posted by FutureBull

What is remarkable is that when he said that he has a file on Heinz with notings from 1980 onwards. So he has been tracking this company for so long to jump finally.
If you're prepared to invest in a company, then you ought to be able to explain why in simple language that a fifth grader could understand, and quickly enough so the fifth grader won't get bored.
IP IP Logged
FutureBull
Senior Member
Senior Member
Avatar

Joined: 06/Feb/2009
Location: India
Online Status: Offline
Posts: 1868
Quote FutureBull Replybullet Posted: 15/Feb/2013 at 9:22pm
May be, he might have better options with the amount of he had. Now he need to buy mega caps to keep returns ticking
‘The market always does what it’s supposed to — BUT NEVER WHEN’.
IP IP Logged
yoda
Groupie
Groupie
Avatar

Joined: 11/Jun/2012
Location: India
Online Status: Offline
Posts: 37
Quote yoda Replybullet Posted: 01/Mar/2013 at 5:10am
his straightforward ultimatum to pessimistic CEOs -   "If you are a CEO who has some large, profitable project you are shelving because of short-term worries, call Berkshire. Let us unburden you."
     And some his words of wisdom in his annual letter to shareholders...
    http://www.usatoday.com/story/money/markets/2013/03/01/warren-buffett-annual-letter-quotes/1957963/
"Greatest enemy of knowledge is not ignorance, it's the illusion of knowledge" - Stephen Hawking
"With our thoughts, We make our world" - Buddha
IP IP Logged
tyasha
Groupie
Groupie
Avatar

Joined: 09/Nov/2011
Location: India
Online Status: Offline
Posts: 59
Quote tyasha Replybullet Posted: 02/Mar/2013 at 4:48pm
I always thought warren Buffet was dead against derivatives.... this is news to me :

http://www.bloomberg.com/news/2013-03-01/berkshire-profit-advances-49-on-buffett-s-derivatives.html


Edited by tyasha - 02/Mar/2013 at 4:48pm
Oh if only I had a time machine!
IP IP Logged
smartcat
Senior Member
Senior Member
Avatar

Joined: 29/Mar/2007
Location: India
Online Status: Offline
Posts: 4243
Quote smartcat Replybullet Posted: 04/Mar/2013 at 12:25pm
Originally posted by tyasha


I always thought warren Buffet was dead against derivatives.... this is news to me :




Surprisingly, Warren Buffet is not speculating when he trades derivatives. He is actually sticking to his portfolio strategy of buying stocks at low prices. His Put Options will generate small income as long as the markets fall a little, stay where they are or go up. He might lose money only in a bear market - but remember that that's exactly what he is waiting for! He will probably deploy his billions in cash as soon as the markets falls in a bear market.

He is basically getting paid (in billions) for waiting (for the markets to crash).




Edited by smartcat - 04/Mar/2013 at 12:28pm
IP IP Logged
Avadhoot
Groupie
Groupie
Avatar

Joined: 07/Feb/2012
Location: India
Online Status: Offline
Posts: 87
Quote Avadhoot Replybullet Posted: 05/Mar/2013 at 9:58am
in his letter to BH shareholders, WB admitted sub-par performance in 2012.
for the first time his fund has under performed the s&p index in last 5 years by a meager 1.6%.
what is praiseworthy that he admitted his under-performance in his annual letter.
Is he lost his touch? some people are questioning his investment acumen especially after the Heinz stake buy.

or he has some great plan which shall unfold over time?

one great thing he has done is not letting his share split thus avoiding speculative trading.
there are many investors who hold only one share so that they get his annual letter and and a pass to attend the AGM. and these shares are never sold.
IP IP Logged
<< Prev Page  of 221
Post Reply Post New Topic
Printable version Printable version

Forum Jump 		You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot delete your posts in this forum
You cannot edit your posts in this forum
You cannot create polls in this forum
You cannot vote in polls in this forum



This page was generated in 0.172 seconds.
 Bookmark this Page

Join Theequitydesk.com Today!

It’s easy to Join and it’s free.

Here's why members would love to be a part of theequitydesk.com

  • Equity Desk focuses on why to buy shares and invest in share rather than what to buy.
  • Live discussion forum wherein members can discuss the current Indian share Market trend, BSE Sensex or the Nifty Index.
  • Have huge cache of information on Indian and World Share Market.
  • Analysis of Indian stock market, Global events, Investing insights, portfolio management strategies and thoughts,
  • Meet investors from round the globe check their investing strategies share experiences and learn for their experiences on stocks and shares, evaluate opinions on investing in India.

Register now while it’s free!

Already a member? Close this window and log in.

Join Us           Close
Partner Site India Forums : Indian Television, Bollywood, Bollywood movies, Discuss TV Shows India, Indian Television Serials Forum, Star Plus, Set India, Zee TV with Daily Update
Powered by