Whalesbook
Berkshire ka Big Picture: Cash hi Cash!
Aao, zara detail mein dekhte hain! Berkshire Hathaway ne is quarter mein operating earnings mein 18% ka jump mara hai, jo ab $11.35 billion ho gaya hai. Yeh pehli baar hai jab naye CEO Greg Abel ke leadership mein results aaye hain. Aur suno, company ne $397.38 billion ka record cash reserve banaya hai. Buffett ji ne toh naye CEO Abel ko 100 points diye hain aur kaha ki woh unse bhi achha perform kar rahe hain. Par ek cheez note karne wali hai, Berkshire ka 61% equity portfolio sirf top 5 stocks mein laga hai, jisme Apple sabse upar hai. Q1 mein $8 billion ke net stock becha bhi gaya hai.
Buffett ka Apple Goldmine: Paisa Double, Triple!
Buffett ne ek aur badi baat batai – unhone Apple mein jo $35 billion lagaye the (2016-2018 mein), woh ab $185 billion ke ho gaye hain (tax lagne se pehle). Yeh sab Tim Cook ki wajah se hua hai, jinke time mein Apple $350 billion se $4 trillion ki company ban gayi. Cook ab September 1, 2026 se CEO post chhod kar Executive Chairman ban jayenge.
Apple ka Naya Captain: Ab John Sambhalenge
Ab Apple ki helm sambhalenge John Ternus, jo pehle Hardware Engineering ke SVP the aur 2001 se Apple ke saath hain. Cook ne unki tareef karte hue kaha hai ki unke paas 'engineer ka mind aur innovator ka soul' hai. Toh lagta hai product innovation par focus barkarar rahega. Is news ke baad Apple ke shares mein thodi girawat aayi, jo aise bade leadership changes par aam hai.
Analysts Kya Bol Rahe Hain? Target Price Check!
Abhi early May 2026 mein, Apple 33.8x P/E par hai, jo 10-year median (26.29x) se zyada hai. Tech average 23.69x hai. Analysts 8% upside expect kar rahe hain aur 'Buy' rating de rahe hain. Berkshire ka P/E 15.24x hai, analyst 7-12% upside aur 'Moderate Buy' rating de rahe hain. Lekin yaad rahe, Berkshire ka stock is saal ab tak 6% gir bhi chuka hai.
Risks & Future Outlook: Kya Dekhna Hai?
Aage kya? Apple ke liye AI race mein tikna aur competition mein rehna bada challenge hoga John Ternus ke liye. Berkshire ke liye sabse bada risk unka 29% Apple mein laga hua investment hai. Agar Apple mein kuch gadbad hui, toh Berkshire par bahut bada impact padega. Greg Abel ko bhi ab Buffett ki legacy ko aage badhana hai aur capital ko sahi jagah lagana hai.