Buffett ‘s Berkshire buy Tesla shares, when?

All signs show that it is not a question of whether Buffett ‘s Berkshire buys Tesla shares, but a question of when to buy them.

Buffett, Picture Soure: Fortune

Investors familiar with Buffett know that Buffett never invested in technology stocks in his life. It was not until 2016, when he was 86 years old, that he began to invest in Apple stocks, thus breaking this stubborn principle and refreshing the outside world’s cognition. What is even more surprising is that he used more than 40 billion US dollars, which is half of his funds at the time, to buy Apple stocks. When this news came out, the entire investment community, including the famous Duan Yongping, exclaimed: “What a big deal, it’s so fucking unexpected!” It seems that you either don’t invest or invest heavily.

As for the future, it is actually very difficult to predict. The following analysis is for reference only. On the one hand, in the foreseeable future, Apple’s imagination space is extremely limited. As Rejjy said, Apple seems reluctant to take risks. But on the other hand, I would like to say that this may not be enough to force Buffett to significantly reduce his Apple position. I prefer to analyze it from the following aspects:

1. The international situation, especially Sino-US relations, Buffett seems to have followed Wall Street in withdrawing funds from mainland China this time. He does not want to be a maverick. This is a huge risk for him and any of his investors;

2. Buffett’s Berkshire may be preparing to buy Tesla shares. Although Buffett and the late Charlie Munger were not optimistic about Musk and Tesla a few years ago, with the release of FSD 12.5, Tesla has made amazing progress in the field of autonomous driving, which has not only caused a change in the views of Wall Street analysts, but also may prompt Buffett’s Berkshire to change its stubborn views. Don’t forget that Berkshire’s two successors have not only accepted Buffett and Munger’s words and deeds, but are also much younger and more likely to recognize Musk and Tesla. The idea of ​​Berkshire’s investment in Apple is said to come from one of these two young people.

According to Buffett’s caution, Berkshire’s purchase of Tesla shares will not happen immediately, but it seems that it will not take too long. If you, like We, hear the footsteps of Buffett’s Berkshire striding towards Elon Musk’s Tesla, I think this should be a closer description of the facts.

3. Buffett, who holds nearly $280 billion in cash, either sees the end of the world or is retracting his fist to prepare for a heavy punch (if he strikes, Tesla should be ranked first). Of course, there is another possibility that Buffett misjudged and worried too much. Dear netizens, what do you think?