Warren Buffett is one of the most successful
investors due to is massive investment success. His strategy is classified as
value growth, a combination of value and growth.
Recently, I
watched his latest portfolio activities via 13F fillings. As a result, we
know that he bought one new stock and increased two additional stakes.
On the sell side,
he sold out two companies and reduced three stocks. The biggest of them by investment
amount were Philips 66, followed by Viacom.
Do you believe
that Buffett is right with the stake reduction of Viacom? I don't think so. For
sure, Charter is a better growth pick but if Viacom changes it's strategy from
a buyback value pick to a growth stock, there could be a huge potential for
investors.
However, these are
the latest stock purchases by Warren Buffett. Attached is also a list of stocks
with all activities of the recent quarter. Please leave a comment if you have
something to discuss. Thank
you.
Here are the results of the latest buys and sells....