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6亿美元押注金融科技,巴菲特也看好加密货币?

尽管巴菲特公然蔑视加密货币和金融科技,但对两家金融科技支付公司的两笔3亿美元投资表明,伯克希尔·哈撒韦公司(Berkshire Hathaway)可能准备加入加密货币的这场投资大战了。

变心了?

据《华尔街日报》周二报道,Warren Buffett的跨国投资集团伯克希尔·哈撒韦公司(Berkshire Hathaway)据报道已向两家专注于新兴市场的金融科技公司投资近6亿美元。

巴菲特本人是出了名的“非币者”,他对加密货币的蔑视也臭名昭著,他曾公开表示“比特币不是投资”,因为“它不会产生任何东西”。他认为比特币是“老鼠药”,它既不是货币,也不是投资方式。事实上,最近的投资是由Todd Combs管理的,这也就说得通了。Combs是伯克希尔旗下两位投资组合经理之一。

伯克希尔公司信心大增

据说,今年8月,伯克希尔向印度最大的移动支付提供商Paytm投资了3亿美元。上周,伯克希尔斥资3亿美元购买了巴西支付处理公司StoneCo的IPO股票。这些投资引起了人们的关注,因为投资者长期以来一直在思考,在巴菲特不在的情况下,伯克希尔·哈撒韦公司将何去何从,因为人们认为,得益于奥马哈的“先知“卓越的领导力”,伯克希尔·哈撒韦公司的股票存在溢价。

此外,巴菲特还以主要投资可口可乐、富国银行、美国银行和Phillips 66等蓝筹股公司而闻名。目前对金融科技公司的投资与伯克希尔的传统投资选择不同。

不可否认的是,巴菲特之前曾说过,科技领域的投资被排除在他的专业领域之外。另一方面,Combs在科技领域有丰富的投资经验,他管理着一家在该领域有大量投资的对冲基金,目前在Paytm董事会占有一席之地。

目前,伯克希尔哈撒韦管理的资产规模为7,119亿美元,这些近期的投资表明,伯克希尔正在“扩大”其投资组合的部门配置。

Despite Buffett’s blatant disdain for cryptocurrency and fintech, two $300 million dollar investments into two fintech payment firms suggest that Berkshire Hathaway may be ready to join the crypto party.

A CHANGE OF HEART?

On Tuesday the Wall Street Journal (WSJ) reported that Warren Buffett’s multinational investment conglomerate, Berkshire Hathaway, is reported to have invested nearly $600 million in two fintech firms focused on emerging markets.

Buffett, who is a notorious no-coiner, is also infamously vocal about his disdain for cryptocurrency and has gone on record as saying “Bitcoin isn’t an investment” as it “doesn’t produce anything.” He believes that the “rat poison” is “neither a currency” nor “a way of investing.” Therefore it makes sense that the most recent investments were managed by Todd Combs who is one of Berkshire’s two portfolio managers.

BERKSHIRE TAKES A LEAP OF FAITH

In August, Berkshire is said to have invested $300 million in Paytm, India’s largest mobile-payments provider and last week the firm spent $300 million to purchase IPO shares in Brazilian payments processor StoneCo. These investments raise attention as investors have long pondered what direction the firm will take in the absence of Buffett, as it is thought that shares of Berkshire Hathaway carry a premium thanks to the ‘oracle’ of Omaha’s’ brilliant leadership.

Furthermore, Buffett is known for making investments primarily in blue-chip companies like Coca-Cola, Wells Fargo, Bank of America, and Phillips 66. The current investments into fintech companies represent an uncharacteristic deviation from Berkshire’s traditional investment selections.

Admittedly, Buffett has previously commented that tech sector investments are removed from his realm of expertise. Combs, on the other hand, has plenty of experience investing in the tech sector as he managed a hedge fund with significant investments in the sector and now hold a spot on the Paytm board.

Currently, Berkshire Hathaway has $711.9 billion in assets under management (AUM) and these recent investments show that Berkshire is “widening” it’s portfolio’s sector allocations.

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