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Monday, May 17, 2021

Warren Buffett nắm giữ bao nhiêu cổ phiếu của Apple?

hơn 887 triệu cổ phiếu, gần 44% danh mục đầu tư nhé,

“Đa dạng hóa có thể bảo vệ danh mục đầu tư khỏi sự ngu dốt, nhưng với những người biết mình đang làm gì thì đa dạng hóa lại không có nhiều ý nghĩa."
~ Warren Buffett

việc 5 công ty công nghệ chiếm 1/4 toàn bộ giá trị S&P 500 mới đáng lo chứ gamestop hay amc chỉ là vài ba vụ lẻ tẻ, vặt vãnh...
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...Even in the context of stock markets, the fact that five tech companies now account for one-quarter of the entire value of the S&P 500 is a much more precarious (bấp bênh, mong manh; hiểm nghèo, gieo neo) situation, not only for Wall Street investors but for the economy and the world, than any run-up in GameStop or AMC Theatres. This isn’t “speculation” in the traditional sense, but investors piling into a small group of stocks above everything else unbalances the market and magnifies the pain should one of them stumble. It certainly rhymes with the world piling into mortgage-backed securities and the resulting fallout. Winner-take-all markets where a few giants eat up practically all profits and extend their dominion, at everyone else’s expense, is simply a much bigger problem to be solved. The guy with 44 percent of his portfolio in Apple, whose name is Warren Buffett, should know this.


Ơ, thế thôi à

AT&T buông WarnerMedia (sau thương vụ sáp nhập 85 tỷ usd 3 năm trước) để hợp nhất với Discovery, hy vọng có thể cạnh tranh với Netflix và Disney+...
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AT&T, the wireless carrier that thundered its way into the media business three years ago with grand visions of streaming video on millions of its customers’ cellphones, wants a do-over: It has agreed to spin off its WarnerMedia group and merge it with a rival programmer, Discovery Inc., the companies announced Monday.

The transaction will combine HBO, Warner Bros. studios, CNN and several other cable networks with a host of reality-based cable channels from Discovery, including Oprah Winfrey’s OWN, HGTV, The Food Network and Animal Planet.

The new company will join together two of the largest media businesses in the country. AT&T’s WarnerMedia group includes the sports-heavy cable networks TNT and TBS. In addition to Discovery’s strong lineup of reality-based cable channels, the company has a large international sports business.

The merger would also be a significant about-face (sự trở mặt, sự thay đổi hẳn thái độ, sự thay đổi hẳn ý kiến) for AT&T, a telecommunications giant better known for servicing fiber lines and cell towers than producing entertainment and courting Hollywood. Industry experts questioned AT&T’s daring $85 billion purchase of Time Warner at a time when cord-cutting was only accelerating. The spinoff indicates a failed acquisition strategy.

Xin thua

thương vụ sáp nhập giữa hai đại gia AT&T và Time Warner trị giá 85 tỷ USD ba năm trước (2018) giờ failed rồi...
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Three years after its $85 billion merger (sáp nhập) with Time Warner, AT&T is now trying to spin off its media assets and combine them with yet another media conglomerate, Discovery. There will be a lot to say about this attempt to further consolidate the media business, but it’s important to underscore a basic point. The AT&T-Time Warner merger, like most mega-mergers, was a disaster (thảm họa), causing layoffs (sa thải nhân viên), acrimony (sự chua cay, sự gay gắt) among artists (nghệ sĩ), and eroding (làm xói mòn) the HBO brand (thương hiệu), which was one of the highest quality brands in Hollywood.

There was never any logic to this stupid merger except that Jeff Bewkes, Time Warner’s then-CEO, wanted his $400 million golden parachute (chiếc dù vàng: gồm những lợi ích đáng kể được trao cho các CEO nếu công ty bị một công ty khác tiếp quản và họ bị sa thải do sáp nhập hoặc thôn tính). There are times when mergers can be useful, such as if there’s a failing firm, or a business owner wants to retire or try something new. But these mega-mergers are ridiculous (điên rồ, lố bịch). As we rethink merger law, it’s time to recognize that mergers are usually destructive, and corporate leaders should have to prove that a corporate combination is a good idea before the government lets it go forward. That’s how much of 19th century political economy worked, and it made sense. The AT&T-Time Warner fiasco, on top of dozens of other fiascos (thất bại), is a good example of why.

(A key purpose of the new WarnerMedia and Discovery merger is layoffs and reduced power by creators, which is why AT&T is bragging about $3 billion in ‘synergies.’)

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