Warren Buffett, Photo: ZZ-NPX-Star Max-Iipx / Associated Press / Profimedia
Two of the most important names on the global investment scene, Warren Buffet's Bershire Hathaway and George Soros's Soros Fund Management, reveals – through their mandatory quarterly reports – what they bet for the future, reports the Greek Naftemporiki publication
From the medical industry in difficulty and the US real estate market, to the latest generation technology, their movements offer a valuable “stigmatization” on the places where they see opportunities, but also on the way they address the challenges of the economy.
Buffett's new movements
Bershire Hathaway, Warren Buffet's affiliated company, made new investments, significantly strengthening its portfolio. According to a Document 13-F submitted to the regulatory authorities:
- New Investments in the United Group worth over $ 1.5 billion, sharing 11% after the announcement, despite the fact that it has lost almost half of this year.
- Entering Dr Horton with a purchase of actions worth nearly $ 200 million, as well as an increase in Lennar, the second largest US housing builder.
- Dubbing the position within Pool Corp., an active company in the field of pool maintenance products.
- 12% increase in investments in constellation brands (alcoholic beverages).
Soros's great bet on artificial intelligence
Soros Fund Management has chosen the latest generation technology to enhance its exposure:
- Spectacular growth of 1,600% in NVIDIA, with total positions (sale and purchase options) reaching 990,292 shares.
- New placement in Microsoft and Tesla, two of the so-called “seven magnificent” actions on Wall Street.
- Increased Nike participation.
- The growth with 28,900 actions at Unitedhealth, also participating in Buffett's “bet”.
What does the movements look like?
The options of the two funds – Berkshire Hathaway, Soros Fund Management – reveal on the one hand, the search for opportunities in undervalued or difficult sectors, such as medical assistance and real estate market, and on the other hand, a dynamic position in artificial intelligence and the latest technology, which remain in the center of investment.
