From Breakingviews - Warren Buffett – he invests just like us!
, Buffett touted how the $75 million in cash dividends Berkshire collected that year from Coke had bubbled beyond $700 million in 2022.
When it comes to publicly traded equities, however, Freddie Mac and Coca-Cola are the anomalies. More typical is Buffett’s about-face on Taiwan Semiconductor Manufacturing The TSMC episode also served as an insight into how Buffett watchers rationalize his moves to avoid disturbing their perceptions of the “forever” doctrine. “With Berkshire tending to be a buy-and-hold for a very long-time investor, he just felt more comfortable with the capital they’ve been investing in Japan than continuing to invest in Taiwan, especially with most of those purchases funded with Japanese yen-denominated debt,” Morningstar analysts explained to clients.
Buffett buys and sells multi-billion-dollar slugs of stock, not necessarily on a whim but certainly with great regularity. In a 2010 study of how markets react to Berkshire’s trades, researchers found that of the 230 different stocks the company owned between 1980 and 2006, it held 60% of them for less than a year, or considerably less than forever. It kept just nine of them for at least a decade.
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