巴菲特會買入困境中的波音嗎?

最近美國航空巨頭波音因為737max飛機的空難而陷入困境,我們直到巴菲特是非常喜歡在巨頭公司陷入短暫困境的時候買入而獲取利潤的。那麼巴菲特在公開場合對波音的看法如何?我整理搜尋了幾乎所有的信息:

  1. 2019年3月,巴菲特在CNBC接受採訪


巴菲特會買入困境中的波音嗎?

巴菲特在CNBC接受採訪

“Obviously, Boeing has a lot of work to do very promptly。”

“很明顯,波音還有很多事情需要及時處理”

“That won’t change the industry over time or anything.”

“但是波音的事故不會怎麼改變整個行業或者其他事情”

Buffett said the airline industry’s safety record (there hasn’t been a fatal crash of a U.S. commercial passenger plane in more than a decade) has been so strong that it has pushed insurance rates lower.

“We happen to sell insurance also and the rates went down so far because the industry has been so safe,” he said.

巴菲特提到整個飛行行業已經保持了難以置信的安全飛行記錄,全美超過十年沒有發生過致死性的商業飛機致死事件。因為巴菲特旗下有保險公司,所以他知道商業飛行已經非常安全,所以保費非常便宜。

  1. 2019年伯克希爾股東大會

巴菲特會買入困境中的波音嗎?

2019年巴菲特在股東大會回答問題

在去年的伯克希爾股東大會上,有股東提到波音737Max致死事件中,飛行員的模擬飛行培訓不夠,巴菲特和芒格探討了這兩次飛機墜毀事件對模擬飛行行業的影響,其中巴菲特提到:

“... (模擬飛行訓練)really to truly train better pilots and reduce the chance of accidents dramatically, and it was a mission with him, and that spirit still continues and as I say we have got a.. I can not tell you the percentages I don't know. But I know it's very high of certainly the corporate business. We have government business, we have some airline business. But I don't expect any great change in the flight training business. "

巴菲特表示模擬飛行的模式已經很好,波音墜毀事件不會改變行業多少。

顯然巴菲特對737Max的看法是:這只是一個普通事件,並沒有將其上升到對波音或者整個行業的有決定的影響。

這是我暫時收集到的信息,以後有其他信息也會更新。


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