Warren Buffett & Charlie Munger “LẠM PHÁT GIA TĂNG, Robinhood chỉ là trò cờ bạc” ĐHĐCĐ Bershire Hat

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Tóm tắt

Video review lai dai hoi co dong Berkshire Hathaway 2021 (2/5/2021), noi Warren Buffett (91 tuoi) va Charlie Munger (97 tuoi) chia se quan diem ve thi truong. Hai ong canh bao lam phat dang quay tro lai do gia hang hoa (thep, dong, go, luong thuc) tang manh, cung voi luong tien bom ra tu ngan hang trung uong va lai suat thap. Buffett vi ung dung Robinhood nhu mot ‘casino’ khuyen khich giao dich lien tuc mang tinh co bac thay vi dau tu dai han, va Munger chi trich Bitcoin di nguoc loi ich van minh nhan loai vi tinh dau co cuc doan. Video cung de cap viec Berkshire ban bot co phieu Apple (coi la sai lam), mua lai 6.6 ty USD co phieu quy trong Q1/2021, va quan diem cua Munger ve SPAC nhu ‘thi truong gambling’.

Outline / Ý chính

  • Boi canh: DHCD Berkshire Hathaway 2/5/2021, Buffett 91 tuoi va Munger 97 tuoi van lam viec - bai hoc ve tu do tai chinh khong phai la nghi huu
  • Lam phat quay tro lai: gia hang hoa (thep, dong, go, luong thuc) tang manh do dut gay chuoi cung + bom tien tu ngan hang trung uong + lai suat thap; lien he thi truong lien ngan hang Viet Nam tang lai suat dip nghi le
  • Robinhood bi goi la ‘casino aspect’ - phan biet dau tu (ky vong dai han dua tren nen tang) vs dau co/co bac (giao dich lien tuc, chap nhan thua dai han)
  • Munger chi trich Bitcoin: ~400,000 nguoi theo doi bien dong gia hang ngay (tang/giam 10-20%/ngay) nhung chi vai nguoi thuc su huong loi; canh bao ve tieu thu dien va tinh an danh cua crypto
  • SPAC duoc Munger vi nhu ‘gambling market’ - tien re do vao mua cong ty voi dinh gia bi day cao, di nguoc nguyen ly dau tu gia tri (mua tai san dinh gia thap)
  • Berkshire ban bot co phieu Apple (Buffett thua nhan co the la sai lam), mua lai 6.6 ty USD co phieu quy Q1/2021, van giu ~140 ty USD tien mat cho dai han
  • Bai hoc tong ket: tai chinh khong bao gio la muon, can ke hoach ro rang va kien tri thay vi ky vong loi nhuan 20%/nam phi thuc te

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