ปู่ Buffett ซื้อ Goldman Sach

[คนเรือ VI]

http://www.marketwatch.com/news/story/b ... id=yahoomy

คิดว่าไงกันบ้างครับ

[คนเรือ VI]

http://www.marketwatch.com/news/story/b ... id=yahoomy


ใส่ link ไม่ติดอ่ะครับ

[surachaichia]

น่าจับตาดูนะ ครับ กอปปี้มาได้หรือเปล่าครับ ผมอ่านจาก นสพ. คร่าวๆ

[MO101]

ปู่ซื้อปุ๊ปหุ้นขึ้นเลยคับ
มีอิธิพลทาางจิตวิทยาจริงๆ ใช้แค่ 5000 ล้าน$เอง น้อยกว่า ... ที่จะตั้งมาพยุงหุ้นเยอะ

[...]

ปู่เริ่มช้อป  :roll:

[kornjackrit]

55+ ดีใจมากครับที่ ท่านบัฟเฟ็ตซื้อ

โดยส่วนตัวผมชอบ Goldman Sachs
เป็นบริษัทที่อยากทำงานด้วย
ถ้าได้ทำจริงๆก็จะรู้สึกดีมากๆที่รู้ว่าบริษัทที่เราทำอยู่
มีเจ้าของคือท่านบัฟเฟ็ต อิอิอิ

 :)  :)  :)

[Jeng]

วอเรน ไม่กู้เงิน อยากซื้ออะไรก็ซื้อ

เงินตั้ง 5 พันล้าน เอามาจากไหนกันนี่

???

[cicero]

Warren Buffett gets interviewed on CNBC.  Buffett said in five to ten years we will look back and see that there were some extraordinary buying opportunities.  Buffet added that Congress needs to pass the Treasury's plan, and he would not have invested in Goldman if he thought a government plan would not go through.

[Mr. Boo]

Buffett's firm invests in Goldman

Berkshire Hathaway, the company owned by US investment guru Warren Buffett, has bought $5bn (£2.7bn) worth of Goldman Sachs shares.

Mr Buffett, the world's most famous investor, said Goldman was an "exceptional institution".

Hit by the crisis that has engulfed other major US financial institutions, it was forced to change its status from an investment bank this week.

Goldman Sachs said the deal would bolster its finances.

Berkshire Hathaway is buying $5bn of preferred stock bearing a 10% annual interest rate.

This is very expensive money for Goldman, not least because if it wants to buy Buffett out, it has to pay a 10% premium
Robert Peston, BBC business editor

It could increase its holding of Goldman shares as, under the terms of the deal, it has the option of buying $5bn of common stock for $115 per share at any time in the next five years.

In addition, Goldman Sachs said it was raising at least $2.5bn in common equity in a public offering.

Goldman said it was pleased that Warren Buffett had made such a significant investment.

"We view it as a strong validation of our client franchise and future prospects," said chairman and chief executive Lloyd C Blankfein.

"This investment will further bolster our strong capitalisation and liquidity position."

But BBC business editor Robert Peston rejected the notion that Warren Buffett's move was a vote of confidence in the US investment banking system.

"He's demanded and is receiving a lovely 10% dividend, which means he views Goldman as a high-risk investment," Mr Peston said.
"This is very expensive money for Goldman, not least because if it wants to buy Buffett out, it has to pay a 10% premium."


Story from BBC NEWS:
http://news.bbc.co.uk/go/pr/fr/-/2/hi/b ... 632766.stm

Published: 2008/09/24 08:59:21 GMT

© BBC MMVIII

[คนเรือ VI]

Berkshire to invest at least $5 billion in Goldman
Buffett may be lured by stabilized business model of Wall Street firm
By Alistair Barr & Jonathan Burton, MarketWatch
Last update: 7:37 p.m. EDT Sept. 23, 2008SAN FRANCISCO (MarketWatch) -- Berkshire Hathaway agreed late Tuesday to invest at least $5 billion in Goldman Sachs Group, with billionaire investor Warren Buffett backing a Wall Street firm that's begun transforming itself into a more-stable banking business.
the insurance-focused conglomerate run by Buffett, will invest at least $5 billion in Goldman by buying $5 billion of perpetual preferred stock issued by the investment bank. The securities pay a dividend of 10% and are callable anytime at a 10% premium, meaning Goldman can buy them back at the higher price.
Berkshire also gets warrants to purchase $5 billion of Goldman (GS:GS
News, chart, profile, more
Last:


common stock with a strike price of $115 a share. Buffett can exercise these at anytime over five years, Goldman said in a statement.
"Buffett did this after Goldman converted to a bank holding company," said Pat Dorsey, director of equity research at Morningstar.
This means the Federal Reserve will be Goldman's new regulator, so Buffett "has people looking over their shoulder," he added.
"Buffett is saying that, with less leverage and more stable sources of funding, this is an institution worth investing in," according to Dorsey. "From Buffett's perspective you have a world-class firm in a less-competitive landscape with a hopefully less-risky business model."
Goldman also said that it's raising at least $2.5 billion by selling common stock in a public offering.
Shares of Goldman Sachs shares jumped 8% to $135.30 in after-hours trading Tuesday.
Buffett's investment is "a strong validation of our client franchise and future prospects," said Lloyd Blankfein, chief executive of Goldman, in a statement. "This investment will further bolster our strong capitalization and liquidity position."
"Goldman Sachs is an exceptional institution," Buffett commented. "It has an unrivaled global franchise, a proven and deep management team and the intellectual and financial capital to continue its track record of outperformance."
Less 'evil'?
the last two major, independent brokerage firms, gained approval on Sunday to become bank holding companies that will be regulated by the Fed.
The Fed will be a much tougher regulator than the Securities and Exchange Commission, which oversaw these companies until this week. That means Goldman and Morgan Stanley will probably become less profitable, but more stable, as they reduce leverage and limit riskier activities such as proprietary trading, commodities and merchant banking, analysts said Tuesday. See full story.
The changes may be especially big at Goldman, which has made big profits from proprietary trading in recent years - a source of returns that's inherently opaque and volatile.
But a less-profitable, more stable Goldman, overseen by a stronger regulator, may be exactly what Buffett has been looking for as he searches for big investments in the wreckage of the current financial crisis.
Berkshire already has big investments in banks and other financial companies including Wells Fargo & Co.
But Buffett said earlier this year that some investment banks and commercial banks were too large and complex to run. See full story.
The culture of investment banks is in some ways "evil" and counterproductive to the financial health of the United States, Berkshire Vice Chairman Charlie Munger said in May.
Traders in such firms are often eager to make overly risky investments, a practice which is difficult for the heads of brokerages to stop, he commented, putting too much risk on the financial system.
Salomon
Buffett specializes in buying undervalued companies. But until now, he's been notably absent as financial-services stocks plunged this year.
The billionaire investor has been particularly critical of some investment banks' reliance on computer models to manage risk.
The Goldman investment is Buffett's first in an investment bank since 1991. That year, he became the largest shareholder of Salomon Brothers after the firm almost collapsed in the midst of a trading scandal. The Berkshire chairman salvaged the business, but his investment didn't generate much profit.
"The worst thing you can have is models and spreadsheets," Buffett told Fortune magazine earlier this year. "At Salomon, they had all these models, and you know, they fell apart."
That experience probably soured Buffett's view of brokerage firms, making him less likely to get involved in bailouts of companies like Bear Stearns, investors said earlier this year

มีที่ buffett พูดด้วยนะครับ ลองอ่านกันดู ผมว่าคุณปู่มีผลต่อทัศนคติของตลาดมากๆเลย ถ้า buffett ซื้อแล้ว ไฉนจะเป็นของเสีย คงเป็นของ undervalue มั้ง ....

[surachaichia]

"Goldman Sachs is an exceptional institution," Buffett commented. "It has an unrivaled global franchise, a proven and deep management team and the intellectual and financial capital to continue its track record of outperformance."

             Buffet คงรออยู่นานนะครับกว่า ราคาจะลงมาในสถานะการณ์ที่ย่ำแย่ และเตรียมเงินไว้พร้อมที่จะเข้าซื้อ ไม่มีใครรุ้ว่า port ของเขาประกอบด้วย หุ้นหรือ เงินสด หรือ อื่นๆ ยังไง  อีกอย่างตามทฎษดี เขาครับ Unrivaled global franchise ........  เป็นการเตรียมการที่ยอดเยี่ยมและอดทนรอจริงๆ

[ปรัชญา]

ตามข่าวปู่  หัวหมออ่ะ
ซื้อหุ้นบริมสิทธิ์  ต้องทำความเข้าใจก่อนว่า
หุ้นบุริมสิทธิ์  ได้ผลตอบแทนเหมือนเงินฝาก
คือได้ผลตอบแทน10%

แถมได้พ่วงวอแรนท์  ที่จะนำมาขายถอนทุน
หรือแปลงสภาพเป็นหุ้นสามัญอีก  (ยิ่งกว่าขายเหล้าพ่วงเบียร์)
เป็นช่วงจังหว่ะเวลาที่เหมาะ  (น่าจะมีอะไรดีดีในตลาดเมืองไทยแบบนี้บ้าง)

เลยไม่แปลกใจ  ใครๆมีโอกาสแบบนี้ก็ต้องซื้อ