buffett

Gần đây, Tôn Vũ Trần đã đề cập đến đối tượng mô phỏng trong việc truyền thông cá nhân và cách sống trong cuộc trò chuyện với Kim Minh, cho biết bản thân không chỉ đơn thuần mô phỏng một người nào đó, mà là "hỗn hợp lai" của ba người là Elon Musk, Donald Trump và Warren Buffett.Tôn Vũ Trần đã nhắc đến một sự trùng hợp thú vị, rằng cả ba người này đều là cựu sinh viên của trường đại học Pennsylvania, nơi anh học. Khi anh kết hợp cách tiếp cận của ba người này, công chúng bắt đầu gọi vui rằng dần dần xuất hiện "gã khổng lồ thứ tư", tức là chính Tôn Vũ Trần. Về việc phân tích chiến lược cụ thể, anh cho biết đã hoàn toàn tiếp thu tư duy đầu tư giá trị chú trọng vào nền tảng của Buffett và Munger, đưa Playbook cổ điển vào lĩnh vực tiền điện tử, từ đó tạo ra lợi thế giảm chiều.Về mặt tăng trưởng kinh doanh và truyền thông, Tôn Vũ Trần chỉ ra rằng Elon Musk đã bù đắp cho những điểm yếu của Buffett trong việc kể chuyện công nghệ và động lực kỳ vọng, tạo ra sự thúc đẩy kép giữa nền tảng và công nghệ cao, tăng trưởng cao. Còn về thương hiệu cá nhân và truyền thông, anh chủ yếu học hỏi từ Trump, thậm chí thừa nhận rằng mình ban đầu học nói tiếng Anh là nhờ theo dõi chương trình "The Apprentice" do Trump dẫn dắt.Tôn Vũ Trần cũng chia sẻ một câu chuyện thú vị, cho biết ba người này thực sự có "định luật không nhìn nhau". Ví dụ, khi anh từng ăn tối với Buffett và gợi ý ông mua lại Tesla trong giai đoạn suy thoái, nhưng Buffett đã từ chối, vì ông cho rằng nếu một công ty quá mang tính đột phá, đầy "bất ngờ", thì không phù hợp với phong cách đầu tư của mình.

Tin tức từ ChainCatcher, theo báo cáo của Jinshi, Buffett: "Việc tôi không đầu tư vào Google năm xưa là một sai lầm, dựa trên hiệu suất hiện tại của nó, công ty này hiện 'có khả năng trở thành người chiến thắng'."

According to Gelonghui, Buffett admitted in an interview that the current investment environment is not ideal, and the high market prices are one of the main reasons he is holding back. He also acknowledged that as he ages, the proportion of industries he can deeply understand is not as high as it was ten years ago—he no longer expects to have an advantage in areas where young people who have grown up with new technologies excel.Nevertheless, he emphasized that Berkshire has the ability to make quick decisions and can handle transactions of any size, but is just waiting for the right opportunity.Buffett stated that the most likely buying opportunity is when everyone else is not answering the phone. In his 60-year career, there may have only been five years that were truly "lucrative." He recalled the real Wall Street ecology during market crashes: everyone boasts about their excellent trading departments. But when the market crashes, good luck trying to reach them; they simply do not answer the phone. Even if they do answer, the quotes and asking prices come with various conditions, and the bid-ask spread is enormous.

According to Gelonghui, Buffett responded in an exclusive interview with CNBC regarding "Berkshire currently holding about $380 billion in cash, and the market is highly concerned about why it has not made large-scale acquisitions or investments": the prices are too high, and there are too few targets.Buffett stated, "Now is not our ideal environment for deploying cash for Berkshire." He emphasized that the company has the right management team to selectively choose opportunities: "Sometimes we do nothing, but sometimes we are very active."When discussing the current macro stock market environment, Buffett used the metaphor of "a church with a casino" to describe the speculative atmosphere on Wall Street. People can move between the church and the casino, with more people in the church than in the casino, but the casino has become very attractive to people.He pointed out, "If you are buying and selling single-day options, that is not investing, nor is it speculation; it is outright gambling." Referring to a recent case where a U.S. soldier used confidential information about military operations in Venezuela to profit $400,000 in the prediction market, he said: unless one knows when we will strike into Venezuela like that person, no one can explain why they would buy a one-day option; the number of such occurrences is astonishing.We have never encountered a crowd with a greater propensity for 'gambling' than now. Buffett further noted that the surge in gambling enthusiasm does not necessarily mean the market will collapse, but it will lead to a long-term high price for many assets.

In the first quarter of Greg Abel's tenure as CEO, Berkshire Hathaway's cash reserves surged to a record high of $397 billion. At the end of last year, the company's cash reserves had slightly decreased, but they increased significantly in the first quarter due to a net sale of $8.1 billion in stocks during the period.Additionally, Berkshire Hathaway A (BRK.A.N) reported Q1 2026 revenue of $93.675 billion, compared to $89.725 billion in the same period last year, with market expectations of $89.274 billion; net profit was $10.106 billion, compared to $4.603 billion in the same period last year, with market expectations of $11.762 billion. The fair value of fixed-income securities held by Berkshire Hathaway at the end of Q1 2026 reached $17.669 billion, compared to $17.816 billion in the same period last year.Buffett has always viewed cash as "a necessary but undesirable asset," often likening it to oxygen, which is crucial for businesses but not a good investment in itself. Buffett repeatedly emphasizes that Berkshire will never prefer holding cash equivalents over quality businesses; cash is merely a war chest waiting for "super good opportunities." When market valuations are too high and there are no attractive investment targets, he prefers to hoard cash rather than force a purchase; but once a great opportunity arises, he will deploy this ammunition without hesitation. In Buffett's view, cash can provide safe returns in a high-interest-rate environment, but in the long run, it is far less valuable than investing in excellent companies.While Berkshire's cash holdings reach a new high, despite the S&P 500 and Nasdaq indices recently hitting historical highs, there are still multiple risk hazards behind the market, and valuations are in a historically high range. Data shows that as of April, the rolling price-to-earnings ratio of the S&P 500 is about 24 times (historical average is about 16 times), and the Shiller price-to-earnings ratio (cyclically adjusted) has risen to over 37 times, at a historically high level, second only to the internet bubble period. This combination of "valuation + high expectations" means that the market has very limited room for error. Furthermore, the current rise in U.S. stocks is built on optimistic assumptions such as "AI-driven profits, falling inflation, declining interest rates, and controllable risks," and any deviation in these variables could trigger amplified shocks in the market.

According to Jinshi News, Warren Buffett warned that as the connections between the banking system and non-bank institutions become increasingly tight, he has begun to see signs of vulnerability in the financial system.He stated that the stability of the financial system should be the Federal Reserve's top priority and pointed out that banks like JPMorgan Chase are key hubs for the economy, handling trillions of dollars in funds every day. "They influence each other, and if one has a problem, it could transmit to other institutions," Buffett said during an interview with CNBC on Tuesday.After a series of recent explosions in the credit market raised concerns about the balance sheet risks of banks and private credit funds, investor sentiment has been impacted. Buffett indicated that once market panic spreads, many investors may quickly withdraw.

According to Jinshi reports, Buffett stated that if he were to serve at the Federal Reserve, he would focus on inflation and the stability of the banking system.

According to Forbes, the valuation of stablecoin issuer Tether could be as high as $375 billion, which would place its owners among the wealthiest in the world.Industry insiders say that Tether's trading price range in the secondary market is between $350 billion and $375 billion. Based on communications with cryptocurrency investors and executives, Forbes currently estimates Tether's valuation at around $200 billion, still significantly higher than the $50 billion valuation a year ago.At a $200 billion valuation, Chief Financial Officer Giancarlo Devasini, who holds approximately 44-45% of the shares, would have a fortune of about $89 billion. Chief Executive Officer Paolo Ardoino and former CEO Jean-Louis van der Velde each hold about 19% of the shares, with their net worth around $38 billion; General Counsel Stuart Hoegner holds about 12%, with a net worth of nearly $25 billion.If calculated at the lower end of the secondary market valuation of $350 billion, Devasini's shareholding would be worth over $156 billion, enough to rank him among the top ten wealthiest individuals in the world, surpassing Buffett's current net worth of $147.8 billion.

According to market news, Berkshire Hathaway CEO Warren Buffett will release a farewell letter on November 10 local time.Buffett previously referred to Bitcoin as a "gamble" and "rat poison," and many fraudulent activities are associated with it.

ChainCatcher news, Binance co-founder Zhao Changpeng commented on X platform regarding Buffett's refusal to invest in BTC, stating: "No one can judge everything correctly."It is reported that in 2014, the price of Bitcoin was only about $600, but Buffett refused to invest in Bitcoin, which has now increased by 19,400% and continues to reach new highs.

ChainCatcher news, Bloomberg's senior ETF analyst Eric Balchunas posted on the X platform stating: If Bitcoin can maintain a normal annual increase of 50%, then Satoshi Nakamoto will surpass Buffett this year and will likely surpass Zuckerberg next year, becoming the world's second richest person (with Elon Musk far ahead).Think about it, such a successful founder has never cashed out, which is quite intriguing. This seems to be similar to Jack Bogle.

ChainCatcher news, according to Cointelegraph, Warren Buffett's Berkshire Hathaway has completely exited its stake in Nu Holdings, the parent company of Latin America's crypto-friendly bank Nubank, realizing a profit of approximately $250 million from this investment.This exit is not due to poor performance by Nubank, as the company reported a net income of $557.2 million in the first quarter of 2025, a 47% year-over-year increase, with a 91% growth in net income for the entire year of 2024. This move is actually part of Berkshire's broader strategy to divest from its financial sector, having also sold shares of Citigroup and reduced its holdings in Bank of America, totaling over $2.1 billion in financial stock sales, pushing cash reserves to a record $347.8 billion.