What did Buffett buy in the last quarter of 2021?n (17Feb2022)
The latest 13F filing by Berkshire Hathaway was uploaded on 14 Feb 2022.
The screenshot listed the activities (that include sales and purchases) that took place in Q4 of 2021, implying that these companies have been "qualified" by Buffett who typically hold stocks for many years. However, there were some exceptions to some of the pharmaceutical stocks like $BMY, $ABBV, $MRK, $PFE which he has sold (partially or in full) after a few months.
As a value investor, it is important for us to establish a " fair value" of the business and with that, we add a layer of margin of safety (discount) - giving us a target price range for the stock. After a review of the business financials, management, moat and the industry, we will just wait for the price to reach our "strike" zone. Thus, we know that Buffett would buy these great companies at a good value.
"It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price." - Warren Buffett
These are the purchases that Mr Buffett made in Q4/2021:
LSXMA - Liberty Sirius XM Series A
CVX $Chevron(CVX)$ - Chevron Corp.
FND - Floor & Decor Holdings
RH - RH
NU $Nu Holdings Ltd.(NU)$ - Nu Holdings Ltd
ATVI $Activision Blizzard(ATVI)$ - Activision Blizzard Inc.
FWONK - Liberty Media Corp Formula One Series C
Maybe some of these can be interesting for us to consider. I am particularly interested in $NU Nu Holdings and plan to research more into this company.
@TigerStars
The screenshot listed the activities (that include sales and purchases) that took place in Q4 of 2021, implying that these companies have been "qualified" by Buffett who typically hold stocks for many years. However, there were some exceptions to some of the pharmaceutical stocks like $BMY, $ABBV, $MRK, $PFE which he has sold (partially or in full) after a few months.
As a value investor, it is important for us to establish a " fair value" of the business and with that, we add a layer of margin of safety (discount) - giving us a target price range for the stock. After a review of the business financials, management, moat and the industry, we will just wait for the price to reach our "strike" zone. Thus, we know that Buffett would buy these great companies at a good value.
"It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price." - Warren Buffett
These are the purchases that Mr Buffett made in Q4/2021:
LSXMA - Liberty Sirius XM Series A
CVX $Chevron(CVX)$ - Chevron Corp.
FND - Floor & Decor Holdings
RH - RH
NU $Nu Holdings Ltd.(NU)$ - Nu Holdings Ltd
ATVI $Activision Blizzard(ATVI)$ - Activision Blizzard Inc.
FWONK - Liberty Media Corp Formula One Series C
Maybe some of these can be interesting for us to consider. I am particularly interested in $NU Nu Holdings and plan to research more into this company.
@TigerStars
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