Buffett continues to sweep the goods Western oil?What is the purpose of a large -scale blessing of oil?

Crossing the river by Buffett is a concept that many Chinese stocks follow. Although the operation mode used by the stock god Buffett can only look up and cannot be copied, the changes in their investment concept can be inspired by most people to inspire most people In the face of some of the recent operations of Buffett, what should we think? In particular, how can we analyze the gameplay Buffett's large -scale blessing of Western oil gameplay?

1. Buffett continues to sweep the goods Western oil?

According to the Daily Economic News, according to the latest disclosure of Western oil, Buffett's Berkshire Hathaway's shareholding ratio of Western Petroleum has increased to 26.8%. This means that Buffett's shareholding ratio of the company exceeds a quarter.

In fact, Buffett has not stopped since this year, and Berkshire has continuously expanded its holdings of Western oil companies, especially after the Russian -Ukraine conflict has accelerated significantly.

From August 4th to August 8th, Berkshire spent about $ 391 million to acquire nearly 6.7 million shares of Western Petroleum Corporation. The transaction made Berkshire a total of 188.4 million Western oil companies stocks, accounting for 20.2%of the total number of stocks in Western oil.

Three years ago, the company bet on Western Petroleum Corporation for the first time. Buffett previously stated that after reading the document of the fourth quarter of the Western Petroleum, he made a decision to continue to increase holding the company's shares. Because he thinks Hollub "manages the company in the right way."

On August 19th, Eastern Time, the Federal Energy Management Commission said that proposed stock purchase will be in the interests of public interests, and the agency has authorized Berkshire Hathaway, which can purchase up to 50%of Western oil companies.

Berkshire believes that up to 50%of the shares will not damage competition or weaken supervision power. Under the rise of energy prices and Buffett's blessing, Western Petroleum Corporation's stock prices have risen all the way, once hit a record high of nearly 10 years, reaching $ 76.96, and the cumulative increase of over 127%during the year.

Second, what do you want to do with large -scale blessing of oil stocks?

Seeing the stock god Buffett's large -scale sweeping goods, many people in Western oil will be surprised. As a relatively traditional stock market investor, in fact, such a large -scale Buffett's blessing for Western oil is very strange. After all, for the current market, this company is not a special long -term development direction.

First of all, Buffett's overall market logic is actually very clear. Western oil is also a company held by Buffett for a long time. Therefore, from the logic of Buffett's overall market, at least from the performance of the overall market, this company is in line with Buffett's long -term market layout and market logic. Therefore, in such a big background, Buffett's blessing is just to the original. Adjusting the position, it is not to say that Buffett has opened a new category again. In this regard, we may have to look at Buffett's gameplay more objectively.

Secondly, Buffett has always adopted the value investment concept of long -term investment. Among this investment concept, the long -term development of a company attaches great importance It is not the development direction that the governments have promoted for a long time, but what is controversial is that in the current market, oil in the market is actually very large, especially this winter may be a very cold cold In winter, under such cold situations, the oil industry actually needs to do a lot in the market. It is possible that the demand for energy will have a large increase in blowouts. Under such a big background, various oil companies may usher in a substantial increase in performance, so Buffett has a certain market holding at this time. Very objective significance and value.

Third, from the perspective of long -term market development, although various petroleum companies are not as charming as those new energy companies, they have to say that new energy companies often have relatively large market risks, market problems and pressure on the market, and pressure on the market. It will be relatively large. In the end, this direction of new energy is the long -term development direction of the market. In fact, it is still unknown. For Buffett, the current choice is undoubtedly finding a more stable choice. Compared to these, compared to these New Energy Corporation, the current market stability of these petroleum companies is undoubtedly stronger.

Therefore, we can see that the current market logic of Buffett is very clear. This is the direction of not seeking the so -called unusual high growth, but to choose a relatively stable direction with long -term growth prospects. This is the core logic of Buffett.

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