Berkshire Hathaway (Seite 89)
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Beitrag zu dieser Diskussion schreiben
WKN 843002 ISIN DE0008430026
Warren E. Buffett, USA, hat uns gemäß § 25 Abs. 1 WpHG mitgeteilt, dass er am 11. März 2010 aufgrund der Ausübung aller Finanzinstrumente auf den Bezug von 1,945 % der Stimmrechte (3.840.000 Stimmrechte) keine Finanzinstrumente mehr unmittelbar oder mittelbar hielt, die ihm das Recht einräumen, Aktien unserer Gesellschaft zu beziehen, und er daher die Schwelle von 5 % der Stimmrechte unterschritten hätte, wenn er statt dieser Finanzinstrumente Aktien gehalten hätte. Dementsprechend hielt er zu diesem Tag gemäß § 21 Abs. 1 in Verbindung mit § 22 Abs. 1 Satz 1 Nr. 1 WpHG, unmittelbar oder mittelbar 7,988 % der Stimmrechte (15.767.900 Stimmrechte).
Zugleich hat uns Berkshire Hathaway Inc., Omaha, USA, gemäß § 25 Abs. 1 WpHG mitgeteilt, dass sie am 11. März 2010 aufgrund der Ausübung aller Finanzinstrumente auf den Bezug von 1,945 % der Stimmrechte (3.840.000 Stimmrechte) keine Finanzinstrumente mehr unmittelbar oder mittelbar hielt, die ihr das Recht einräumen, Aktien unserer Gesellschaft zu beziehen, und sie daher die Schwelle von 5 % der Stimmrechte unterschritten hätte, wenn sie statt dieser Finanzinstrumente Aktien gehalten hätte. Dementsprechend hielt sie zu diesem Tag gemäß § 21 Abs. 1 in Verbindung mit § 22 Abs. 1 Satz 1 Nr. 1 WpHG, unmittelbar oder mittelbar 7,937 % der Stimmrechte (15.667.900 Stimmrechte).
Ferner hat uns OBH Inc., Omaha, USA, gemäß § 25 Abs. 1 WpHG mitgeteilt, dass sie am 11. März 2010 aufgrund der Ausübung aller Finanzinstrumente auf den Bezug von 1,945 % der Stimmrechte (3.840.000 Stimmrechte) keine Finanzinstrumente mehr unmittelbar oder mittelbar hielt, die ihr das Recht einräumen, Aktien unserer Gesellschaft zu beziehen, und sie daher die Schwelle von 5 % der Stimmrechte unterschritten hätte, wenn sie statt dieser Finanzinstrumente Aktien gehalten hätte. Dementsprechend hielt sie zu diesem Tag gemäß § 21 Abs. 1 in Verbindung mit § 22 Abs. 1 Satz 1 Nr. 1 WpHG, unmittelbar oder mittelbar 7,937 % der Stimmrechte (15.667.900 Stimmrechte).
Außerdem hat uns National Indemnity Company, Omaha, USA, gemäß § 25 Abs. 1 WpHG mitgeteilt, dass sie am 11. März 2010 aufgrund der Ausübung aller Finanzinstrumente auf den Bezug von 1,945 % der Stimmrechte (3.840.000 Stimmrechte) keine Finanzinstrumente mehr unmittelbar oder mittelbar hielt, die ihr das Recht einräumen, Aktien unserer Gesellschaft zu beziehen, und sie daher die Schwelle von 5 % der Stimmrechte unterschritten hätte, wenn sie statt dieser Finanzinstrumente Aktien gehalten hätte. Dementsprechend hielt sie zu diesem Tag gemäß § 21 Abs. 1 in Verbindung mit § 22 Abs. 1 Satz 1 Nr. 1 WpHG, unmittelbar oder mittelbar 7,348 % der Stimmrechte (14.504.866 Stimmrechte).
Bald 10% ?
Offenbar hat Warren auch persönlich MUV2-Aktien gekauft (0.051%)
Warren E. Buffett, USA, hat uns gemäß § 25 Abs. 1 WpHG mitgeteilt, dass er am 11. März 2010 aufgrund der Ausübung aller Finanzinstrumente auf den Bezug von 1,945 % der Stimmrechte (3.840.000 Stimmrechte) keine Finanzinstrumente mehr unmittelbar oder mittelbar hielt, die ihm das Recht einräumen, Aktien unserer Gesellschaft zu beziehen, und er daher die Schwelle von 5 % der Stimmrechte unterschritten hätte, wenn er statt dieser Finanzinstrumente Aktien gehalten hätte. Dementsprechend hielt er zu diesem Tag gemäß § 21 Abs. 1 in Verbindung mit § 22 Abs. 1 Satz 1 Nr. 1 WpHG, unmittelbar oder mittelbar 7,988 % der Stimmrechte (15.767.900 Stimmrechte).
Zugleich hat uns Berkshire Hathaway Inc., Omaha, USA, gemäß § 25 Abs. 1 WpHG mitgeteilt, dass sie am 11. März 2010 aufgrund der Ausübung aller Finanzinstrumente auf den Bezug von 1,945 % der Stimmrechte (3.840.000 Stimmrechte) keine Finanzinstrumente mehr unmittelbar oder mittelbar hielt, die ihr das Recht einräumen, Aktien unserer Gesellschaft zu beziehen, und sie daher die Schwelle von 5 % der Stimmrechte unterschritten hätte, wenn sie statt dieser Finanzinstrumente Aktien gehalten hätte. Dementsprechend hielt sie zu diesem Tag gemäß § 21 Abs. 1 in Verbindung mit § 22 Abs. 1 Satz 1 Nr. 1 WpHG, unmittelbar oder mittelbar 7,937 % der Stimmrechte (15.667.900 Stimmrechte).
Ferner hat uns OBH Inc., Omaha, USA, gemäß § 25 Abs. 1 WpHG mitgeteilt, dass sie am 11. März 2010 aufgrund der Ausübung aller Finanzinstrumente auf den Bezug von 1,945 % der Stimmrechte (3.840.000 Stimmrechte) keine Finanzinstrumente mehr unmittelbar oder mittelbar hielt, die ihr das Recht einräumen, Aktien unserer Gesellschaft zu beziehen, und sie daher die Schwelle von 5 % der Stimmrechte unterschritten hätte, wenn sie statt dieser Finanzinstrumente Aktien gehalten hätte. Dementsprechend hielt sie zu diesem Tag gemäß § 21 Abs. 1 in Verbindung mit § 22 Abs. 1 Satz 1 Nr. 1 WpHG, unmittelbar oder mittelbar 7,937 % der Stimmrechte (15.667.900 Stimmrechte).
Außerdem hat uns National Indemnity Company, Omaha, USA, gemäß § 25 Abs. 1 WpHG mitgeteilt, dass sie am 11. März 2010 aufgrund der Ausübung aller Finanzinstrumente auf den Bezug von 1,945 % der Stimmrechte (3.840.000 Stimmrechte) keine Finanzinstrumente mehr unmittelbar oder mittelbar hielt, die ihr das Recht einräumen, Aktien unserer Gesellschaft zu beziehen, und sie daher die Schwelle von 5 % der Stimmrechte unterschritten hätte, wenn sie statt dieser Finanzinstrumente Aktien gehalten hätte. Dementsprechend hielt sie zu diesem Tag gemäß § 21 Abs. 1 in Verbindung mit § 22 Abs. 1 Satz 1 Nr. 1 WpHG, unmittelbar oder mittelbar 7,348 % der Stimmrechte (14.504.866 Stimmrechte).
Bald 10% ?
Offenbar hat Warren auch persönlich MUV2-Aktien gekauft (0.051%)
Warren the Rockstar
http://www.youtube.com/watch?v=itS9eyO9JLs
http://www.youtube.com/watch?v=itS9eyO9JLs
Berkshire’s Investment in BYD: A Bet on the Man
March 10, 2010 – by Ravi Nagarajan – Seeking AlphaBerkshire Hathaway’s (BRK.A) investment in BYD (BYDDF.PK) made its first appearance in Warren Buffett’s annual letter (pdf) which provides a table listing common stock investments with a market value of more than $1 billion. As of December 31, 2009, Berkshire held 225 million shares of BYD with a market value of nearly $2 billion. Berkshire’s cost basis is $232 million. While the investment has appreciated significantly, it is unusual for Warren Buffett to purchase shares of what is essentially a technology company in a very unsettled industry environment.
“I am betting on the man.”
Columbia Business School students produce an excellent quarterly newsletter named Graham and Doddsville which is offered free of charge. The Winter 2010 issue was recently released and contains details of a meeting between Warren Buffett and Columbia students where questions related to the BYD investment were discussed. Mr. Buffett had high praise for BYD’s Founder Wang Chuan-Fu:
“BYD is a remarkable company run by a remarkable guy who started with $300,000 in 1995 and is now the second largest cell phone battery maker in the world. BYD also has the best-selling car in China on a monthly basis. [Mid- American Energy (MDPWK.PK) CEO] Sokol has never seen a better manufacturing operation than BYD. BYD makes everything except the tires and glass to maintain quality control.”
Not only does Mr. Buffett see Wang Chuan-Fu as a remarkable businessman, but also a man of integrity. “It took eleven months for the transaction to be approved. BYD could have backed out of the deal terms – the price had run up to HKD 40 from HKD 8 – but Wang Chuan-Fu did not. I don’t understand the product, so I am betting on the man.”
Mr. Buffett is not the only one at Berkshire who admires Wang Chuan-Fu’s track record. Berkshire Hathaway Vice Chairman Charlie Munger performed most of the due diligence on BYD along with MidAmerican Energy Chairman David Sokol. Mr. Munger is not known to offer praise casually, and had this to say about Wang Chuan-Fu in a 2009 Fortune Magazine article:
“This guy,” Munger tells Fortune, “is a combination of Thomas Edison and Jack Welch – something like Edison in solving technical problems, and something like Welch in getting done what he needs to do. I have never seen anything like it.”
Wang Chuan-Fu is a man who believes in his product to the point where he is willing to drink BYD’s battery fluid to prove a point regarding environmental safety.
Big Challenges Ahead for BYD
There are some big challenges ahead for BYD as the company moves toward offering its all electric e6 vehicle in Western markets. We have covered BYD extensively on The Rational Walk over the past year and have noted that the company seems to be hedging a bit more than previously regarding the timing of entry into the United States. One potential side effect of the Toyota (TM) recall situation is that consumers may grow skeptical regarding product quality in general. This could be particularly troubling for a new entrant from China since there is a perception that Chinese products can have quality problems.
BYD and Daimler (DAI) recently announced a partnership to develop electric cars for the Chinese market. The rationale for the alliance is that Daimler’s knowledge of electric vehicle architecture and BYD’s battery technology will be combined to provide a competitive advantage. However, one other possible advantage is that the Daimler nameplate will bring additional credibility to a new class of all electric vehicles. While there is no indication that any plans are underway to broaden the BYD/Daimler alliance, the fact that the two companies are working together is an interesting development.
Disclosure: The author owns shares of Berkshire Hathaway.
http://seekingalpha.com/article/192909-berkshires-investment…
March 10, 2010 – by Ravi Nagarajan – Seeking AlphaBerkshire Hathaway’s (BRK.A) investment in BYD (BYDDF.PK) made its first appearance in Warren Buffett’s annual letter (pdf) which provides a table listing common stock investments with a market value of more than $1 billion. As of December 31, 2009, Berkshire held 225 million shares of BYD with a market value of nearly $2 billion. Berkshire’s cost basis is $232 million. While the investment has appreciated significantly, it is unusual for Warren Buffett to purchase shares of what is essentially a technology company in a very unsettled industry environment.
“I am betting on the man.”
Columbia Business School students produce an excellent quarterly newsletter named Graham and Doddsville which is offered free of charge. The Winter 2010 issue was recently released and contains details of a meeting between Warren Buffett and Columbia students where questions related to the BYD investment were discussed. Mr. Buffett had high praise for BYD’s Founder Wang Chuan-Fu:
“BYD is a remarkable company run by a remarkable guy who started with $300,000 in 1995 and is now the second largest cell phone battery maker in the world. BYD also has the best-selling car in China on a monthly basis. [Mid- American Energy (MDPWK.PK) CEO] Sokol has never seen a better manufacturing operation than BYD. BYD makes everything except the tires and glass to maintain quality control.”
Not only does Mr. Buffett see Wang Chuan-Fu as a remarkable businessman, but also a man of integrity. “It took eleven months for the transaction to be approved. BYD could have backed out of the deal terms – the price had run up to HKD 40 from HKD 8 – but Wang Chuan-Fu did not. I don’t understand the product, so I am betting on the man.”
Mr. Buffett is not the only one at Berkshire who admires Wang Chuan-Fu’s track record. Berkshire Hathaway Vice Chairman Charlie Munger performed most of the due diligence on BYD along with MidAmerican Energy Chairman David Sokol. Mr. Munger is not known to offer praise casually, and had this to say about Wang Chuan-Fu in a 2009 Fortune Magazine article:
“This guy,” Munger tells Fortune, “is a combination of Thomas Edison and Jack Welch – something like Edison in solving technical problems, and something like Welch in getting done what he needs to do. I have never seen anything like it.”
Wang Chuan-Fu is a man who believes in his product to the point where he is willing to drink BYD’s battery fluid to prove a point regarding environmental safety.
Big Challenges Ahead for BYD
There are some big challenges ahead for BYD as the company moves toward offering its all electric e6 vehicle in Western markets. We have covered BYD extensively on The Rational Walk over the past year and have noted that the company seems to be hedging a bit more than previously regarding the timing of entry into the United States. One potential side effect of the Toyota (TM) recall situation is that consumers may grow skeptical regarding product quality in general. This could be particularly troubling for a new entrant from China since there is a perception that Chinese products can have quality problems.
BYD and Daimler (DAI) recently announced a partnership to develop electric cars for the Chinese market. The rationale for the alliance is that Daimler’s knowledge of electric vehicle architecture and BYD’s battery technology will be combined to provide a competitive advantage. However, one other possible advantage is that the Daimler nameplate will bring additional credibility to a new class of all electric vehicles. While there is no indication that any plans are underway to broaden the BYD/Daimler alliance, the fact that the two companies are working together is an interesting development.
Disclosure: The author owns shares of Berkshire Hathaway.
http://seekingalpha.com/article/192909-berkshires-investment…
Antwort auf Beitrag Nr.: 39.026.058 von soleil1504 am 27.02.10 14:01:35wie immer eine kurzweilige Lektüre.
P.S. Come by rail.
einfach super.
P.S. Come by rail.
einfach super.
Buffetts Geschäftsbericht 2009 ist da. Viel Spaß beim Lesen!
http://www.berkshirehathaway.com/2009ar/2009ar.pdf
http://www.berkshirehathaway.com/2009ar/2009ar.pdf
Warum Buffett für Burlington mit eigenen Aktien zahlte und das gleiche Verhalten von Krafts CEO kritisierte, und: Buffett hält Berkshire Hathaway für unterbewertet:
Friday, February 12, 2010
What I Learned Writing a Book, Part IV: Of Colonoscopies, Cash and Cutouts
Exzerpt:
“I’ve written the annual letter,” he says—Buffett drafts his unique, 20-page annual shareholder letter by hand; ace Fortune Editor and longtime Buffett confidant Carol Loomis edits it with, I am told, with a very light touch—“and I deal with this.”
He continues with a line from his earlier CNBC interview: “Charlie and I like using stock for an acquisition about as much as we like preparing for a colonoscopy.” It’s a great line that generates laughs and will surely be the quote of the day, as Buffett surely knows.
“We are paying $100 a share [for Burlington]…but it costs us somewhat more than that because we are using stock on the low side of its historic range of book value, as a proxy for value.”
Buffett moves his hand up and down to indicate a theoretical price range, and keeps his hand down to reflect the lower end of that range: it is the first time in years he has publicly offered an observation on the current market value of Berkshire Hathaway stock.
“So when we looked at the Burlington deal we regarded it costing us somewhat more than $100 a share because we are using stock we would not like to issue.”
Having admitted to paying with undervalued stock, Buffett rationalizes the price in two ways:
“We already owned 22.5% of Burlington... We’re getting to use $22 billion of cash advantageously, and we will get to use more cash in that business, we think advantageously… So we thought the deal was okay.”
As to why use stock at all, Buffett says, without stating this out loud, that the deal wouldn’t have happened without some stock component to the price:
“If we had to use more [Berkshire] stock, I wouldn’t have done it. They TALKED about us using more stock, but I wouldn’t have done it.”
He then takes a parting shot at Kraft, with Charlie Munger’s input:
“I wish that Kraft, looking at THEIR deal, [had considered the value of the stock consideration]. I hope they considered that when they were making their calculations…”
Die Artikel sind sehr lesenswert!:
http://jeffmatthewsisnotmakingthisup.blogspot.com/
Friday, February 12, 2010
What I Learned Writing a Book, Part IV: Of Colonoscopies, Cash and Cutouts
Exzerpt:
“I’ve written the annual letter,” he says—Buffett drafts his unique, 20-page annual shareholder letter by hand; ace Fortune Editor and longtime Buffett confidant Carol Loomis edits it with, I am told, with a very light touch—“and I deal with this.”
He continues with a line from his earlier CNBC interview: “Charlie and I like using stock for an acquisition about as much as we like preparing for a colonoscopy.” It’s a great line that generates laughs and will surely be the quote of the day, as Buffett surely knows.
“We are paying $100 a share [for Burlington]…but it costs us somewhat more than that because we are using stock on the low side of its historic range of book value, as a proxy for value.”
Buffett moves his hand up and down to indicate a theoretical price range, and keeps his hand down to reflect the lower end of that range: it is the first time in years he has publicly offered an observation on the current market value of Berkshire Hathaway stock.
“So when we looked at the Burlington deal we regarded it costing us somewhat more than $100 a share because we are using stock we would not like to issue.”
Having admitted to paying with undervalued stock, Buffett rationalizes the price in two ways:
“We already owned 22.5% of Burlington... We’re getting to use $22 billion of cash advantageously, and we will get to use more cash in that business, we think advantageously… So we thought the deal was okay.”
As to why use stock at all, Buffett says, without stating this out loud, that the deal wouldn’t have happened without some stock component to the price:
“If we had to use more [Berkshire] stock, I wouldn’t have done it. They TALKED about us using more stock, but I wouldn’t have done it.”
He then takes a parting shot at Kraft, with Charlie Munger’s input:
“I wish that Kraft, looking at THEIR deal, [had considered the value of the stock consideration]. I hope they considered that when they were making their calculations…”
Die Artikel sind sehr lesenswert!:
http://jeffmatthewsisnotmakingthisup.blogspot.com/
MüRü jetzt 5%+
Zugleich hat uns Berkshire Hathaway Inc., Omaha, USA, gemäß § 21 Abs. 1 WpHG mitgeteilt, dass ihr Stimmrechtsanteil an unserer Gesellschaft am 4. Februar 2010 die Schwelle von 5 % überschritten hat und zu diesem Tag 5,022 % (9.914.200 Stimmrechte) betrug. Diese 5,022 % (9.914.200 Stimmrechte) sind ihr nach § 22 Abs. 1 Satz 1 Nr. 1 WpHG zuzurechnen. Zugerechnete Stimmrechte werden dabei über folgende von ihr kontrollierte Unternehmen, deren Stimmrechtsanteil an unserer Gesellschaft jeweils 3 % oder mehr beträgt, gehalten: OBH, Inc. und National Indemnity Company.
Wurden die Optionen damit schon eingelöst oder hält BRK die noch ?
Zugleich hat uns Berkshire Hathaway Inc., Omaha, USA, gemäß § 21 Abs. 1 WpHG mitgeteilt, dass ihr Stimmrechtsanteil an unserer Gesellschaft am 4. Februar 2010 die Schwelle von 5 % überschritten hat und zu diesem Tag 5,022 % (9.914.200 Stimmrechte) betrug. Diese 5,022 % (9.914.200 Stimmrechte) sind ihr nach § 22 Abs. 1 Satz 1 Nr. 1 WpHG zuzurechnen. Zugerechnete Stimmrechte werden dabei über folgende von ihr kontrollierte Unternehmen, deren Stimmrechtsanteil an unserer Gesellschaft jeweils 3 % oder mehr beträgt, gehalten: OBH, Inc. und National Indemnity Company.
Wurden die Optionen damit schon eingelöst oder hält BRK die noch ?
Ist eigentlich nicht verwunderlich, wenn eine Aktie über Jahrzehnte so konstant (gut) gelaufen ist.
Allerdings....für Zocker ist der Wert natürlich nichts, eher etwas für Langzeit-Investierte!
Allerdings....für Zocker ist der Wert natürlich nichts, eher etwas für Langzeit-Investierte!
Antwort auf Beitrag Nr.: 38.883.622 von curacanne am 04.02.10 20:10:01Berkshire wird wohl jeden Tag von irgend einem Börsenbrief auf dieser Welt empfohlen...
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