Core Viewpoint - Berkshire Hathaway's stock price has experienced a significant drop due to investment losses in Kraft Heinz and the suspension of share buybacks [1][5]. Group 1: Investment Actions - Notable investor Duan Yongping has sold put options on Berkshire Hathaway, indicating that he believes the current price is attractive for buying [2][4]. - Duan Yongping has a history of using the strategy of selling put options to build positions and capitalize on market dips, as seen in his previous actions with companies like Nvidia and Apple [2][4]. Group 2: Financial Performance - Berkshire Hathaway reported second-quarter revenue of $92.515 billion, exceeding market expectations, but net profit fell to $12.37 billion, a 59% year-over-year decline [5]. - The investment income for the quarter was $4.97 billion, down over 73% compared to the previous year [5][6]. - The company confirmed a $3.8 billion impairment loss on its investment in Kraft Heinz, marking it as one of Buffett's few investment missteps [6]. Group 3: Market Reaction - Despite the solid operational performance of its subsidiaries, the market reacted negatively to Berkshire's financial results, leading to a 2.65% drop in its A-shares [6]. - Since the leadership transition in May, Berkshire's A-shares have declined over 13%, contrasting with an 11% rise in the S&P 500 during the same period [6][7]. Group 4: Investor Sentiment - Analysts suggest that the weak stock performance reflects investor concerns about the diminishing "Buffett premium" and uncertainty regarding the company's future without Warren Buffett [7]. - Duan Yongping emphasizes the value of Berkshire's corporate culture and its extensive business empire, which he believes will continue to thrive [7][8].
伯克希尔罕见大跌，段永平再度出手！嗅到了什么？