by Invierte y gana - Videos | 10/05/2025 06:00 AM | BRK.B
📈 Berkshire Hathaway has demonstrated remarkable resilience and superior long-term returns, outperforming the S&P 500 significantly over decades.
💰 The company maintains a substantial cash reserve, ready to deploy significant capital, potentially $100 billion, for attractive investment opportunities that meet Buffett's stringent criteria.
🛡️ Buffett emphasizes that Berkshire's stock has weathered 50% drops multiple times without fundamental issues, highlighting the importance of investor temperament over short-term market swings.
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by Invierte y gana - Videos | 10/05/2025 06:00 AM | AAPL
💸 Apple faces a new 1% tax on its substantial share buyback program, amounting to an estimated $1 billion annual cost based on its reported $100 billion repurchase activity.
🔍 Warren Buffett highlights this tax as a factor that not only costs Berkshire's investee companies like Apple directly but also potentially reduces Berkshire's own opportunities for share repurchases if such taxes become more widespread or increase.
📉 The introduction of this tax, and the potential for it to increase, could influence future capital allocation decisions for companies heavily reliant on share buybacks for returning value to shareholders.
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by Invierte y gana - Videos | 03/05/2025 06:00 AM | TSLA
🚀 Cathie Wood projects Tesla shares reaching $2600 within 5 years, primarily driven by the upcoming robotaxi service, expected to launch commercially in June and contribute 90% of the company's value.
🤖 The robotaxi service is envisioned as a high-margin (over 80%) SaaS model, significantly more profitable than current EV sales (15-25% margins), potentially disrupting transportation by offering lower costs per mile than traditional taxis, ride-sharing, and even private car ownership in Western markets.
🤔 Critics argue ARK Invest's valuation is overly optimistic and unrealistic, valuing the yet-to-exist robotaxi business at trillions, potentially more than Apple, Microsoft, Amazon, and Alphabet combined, and vastly exceeding current valuations of competitors like Waymo or Uber.
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by Invierte y gana - Videos | 03/05/2025 06:00 AM | BYDDY
🚗 BYD cars are recognized for being 'fabulous' in equipment, finishes, and design, positioning them strongly in the electric vehicle market based on hardware quality.
💰 Both BYD and Tesla are effectively lowering battery costs, driving down EV prices. Cathie Wood views this competition as excellent for scaling new technologies and reducing costs further through increased unit growth.
отставание (otstavanie - lagging behind) While considered a leader alongside Tesla in the EV market itself, BYD is currently perceived as being behind in the development and deployment of robotaxi technology compared to Tesla's focus.
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by Invierte y gana - Videos | 26/04/2025 06:00 AM | TLT
🛡️ Long-term U.S. Treasury bonds, accessible via ETFs like TLT, historically rise when the Fed cuts interest rates during economic crises, potentially offsetting stock market losses.
📈 Current yields on 20+ year Treasury bonds are relatively high (around 4.8% discussed), presenting an attractive entry point if rates fall towards the historical neutral range (2-3%) in the coming years.
🔄 Investing in this type of bond ETF offers strategic flexibility; it can potentially be sold at a profit during a market crash, providing liquidity to buy undervalued stocks.
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