バフェットさんが大勝負にでたようで。
バフェットはその投資戦略を丁寧に繰り返し説明してくれて、みんなで金持ちになろうぜ、みたいな度量のあるおじいちゃん、って感じですが、
問題は、なかなかわかっててもマネできない、ってことですかね。
Classic Buffett Bet Also Has Economic Kicker
Berkshire Hathaway Inc.'s (BRK.A, BRK.B) acquisition of Burlington Northern Santa Fe Corp. (BNI) is classic Warren Buffett: A bet on an easily understandable company with high barriers to entry and a dependable, if economically sensitive, business.
バーリントン・ノーザン・サンタフェを買うってことで。理解するのが簡単で、参入障壁がきちんとしてて、景気に左右されるとしても、信頼性の高い銘柄にかける。
What makes it different from some recent investments by Buffett is that he isn't acquiring the railroad at a steep discount.
最近のバフェットの投資と異なるところは、大きく割安になっているところでかっていないということ。
Buffett's bet on Burlington Northern values the entire company at $34 billion, plus $10 billion in debt, and offers shareholders the option of trading in their Burlington shares for shares of Berkshire Hathaway. The deal, structured with 60% in cash and 40% in Berkshire Hathaway stock, is his biggest deal ever, and the first in more than 10 years to include stock.
340億ドル。６割キャッシュ、４割はバークシャーハザウェイの株。これまでで最大の買い物。この10年で株まで使ったのは初めて。
Buffett said Tuesday the deal is an "all-in wager on the economic future of the United States," given how rail shipping is heavily influenced by the economy. In an interview with The Wall Street Journal, Buffett said the investment, though "a huge bet and one that I'm very happy to make," still isn't "a bet on next month or next year," but rather a long-term play.
米国経済の将来に掛けた。鉄道は景気に大きく左右される、とはバフェットの弁。でっかい一発勝負は大好きで、これは長期戦だ。
ウォールストリートジャーナルもみとくと、
Buffett's Burlington Bid A Bet On Coal's Continued Role
This is a $34 billion dollar bet that coal will remain the centerpiece of American energy policy in the future," Frank O'Donnell, the president of environmental group Clean Air Watch, wrote in a note to reporters. "Buffett clearly believes that coal use will remain strong."
この投資、実は石炭が背景にあるっていうんで。
石炭の使用は今後も強いとバフェットは信じている。
何を言っているかというと、
Burlington Northern Santa Fe Corporation (BNI) (NYSE Arca)
この会社の運賃収入の23％が、石炭輸送に関連するってことで。
Coal
In 2008, the transportation of coal contributed about 23% of freight revenues. BNSF is one of the transporters of low-sulfur coal in the United States. More than 90% of all BNSF’s coal tons originate from the Powder River Basin of Wyoming and Montana. These coal shipments were destined for coal-fired electric generating stations located primarily in the North Central, South Central, Southeast, Mountain and Pacific Northwest regions of the United States. BNSF also transports coal from the Powder River Basin to markets in Canada, the eastern United States and Asian markets. Other BNSF coal shipments originate principally in Colorado, New Mexico and North Dakota. These shipments move to electrical generating stations and industrial plants in the Mountain and North Central regions of the United States and to Mexico.
石炭たいて発電するとか、環境にやさしくないパターンは、しばらくは続くし、エネルギー価格がたかまれば、石炭の使用も高まると読んでいるようですな。
環境、環境、と言われてても、そんなのカンケーネー、ってとこですかね。
バフェットの語り口を知るには、この本が良かったですな。
バフェットはその投資戦略を丁寧に繰り返し説明してくれて、みんなで金持ちになろうぜ、みたいな度量のあるおじいちゃん、って感じですが、
問題は、なかなかわかっててもマネできない、ってことですかね。
Classic Buffett Bet Also Has Economic Kicker
Berkshire Hathaway Inc.'s (BRK.A, BRK.B) acquisition of Burlington Northern Santa Fe Corp. (BNI) is classic Warren Buffett: A bet on an easily understandable company with high barriers to entry and a dependable, if economically sensitive, business.
バーリントン・ノーザン・サンタフェを買うってことで。理解するのが簡単で、参入障壁がきちんとしてて、景気に左右されるとしても、信頼性の高い銘柄にかける。
What makes it different from some recent investments by Buffett is that he isn't acquiring the railroad at a steep discount.
最近のバフェットの投資と異なるところは、大きく割安になっているところでかっていないということ。
Buffett's bet on Burlington Northern values the entire company at $34 billion, plus $10 billion in debt, and offers shareholders the option of trading in their Burlington shares for shares of Berkshire Hathaway. The deal, structured with 60% in cash and 40% in Berkshire Hathaway stock, is his biggest deal ever, and the first in more than 10 years to include stock.
340億ドル。６割キャッシュ、４割はバークシャーハザウェイの株。これまでで最大の買い物。この10年で株まで使ったのは初めて。
Buffett said Tuesday the deal is an "all-in wager on the economic future of the United States," given how rail shipping is heavily influenced by the economy. In an interview with The Wall Street Journal, Buffett said the investment, though "a huge bet and one that I'm very happy to make," still isn't "a bet on next month or next year," but rather a long-term play.
米国経済の将来に掛けた。鉄道は景気に大きく左右される、とはバフェットの弁。でっかい一発勝負は大好きで、これは長期戦だ。
ウォールストリートジャーナルもみとくと、
Buffett's Burlington Bid A Bet On Coal's Continued Role
This is a $34 billion dollar bet that coal will remain the centerpiece of American energy policy in the future," Frank O'Donnell, the president of environmental group Clean Air Watch, wrote in a note to reporters. "Buffett clearly believes that coal use will remain strong."
この投資、実は石炭が背景にあるっていうんで。
石炭の使用は今後も強いとバフェットは信じている。
何を言っているかというと、
Burlington Northern Santa Fe Corporation (BNI) (NYSE Arca)
この会社の運賃収入の23％が、石炭輸送に関連するってことで。
Coal
In 2008, the transportation of coal contributed about 23% of freight revenues. BNSF is one of the transporters of low-sulfur coal in the United States. More than 90% of all BNSF’s coal tons originate from the Powder River Basin of Wyoming and Montana. These coal shipments were destined for coal-fired electric generating stations located primarily in the North Central, South Central, Southeast, Mountain and Pacific Northwest regions of the United States. BNSF also transports coal from the Powder River Basin to markets in Canada, the eastern United States and Asian markets. Other BNSF coal shipments originate principally in Colorado, New Mexico and North Dakota. These shipments move to electrical generating stations and industrial plants in the Mountain and North Central regions of the United States and to Mexico.
石炭たいて発電するとか、環境にやさしくないパターンは、しばらくは続くし、エネルギー価格がたかまれば、石炭の使用も高まると読んでいるようですな。
環境、環境、と言われてても、そんなのカンケーネー、ってとこですかね。
バフェットの語り口を知るには、この本が良かったですな。
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