一些勘探者认为航空公司的股票会在COVID-19大流行期间上涨。亿万富翁投资者沃伦·巴菲特(Warren Buffett)就是其中之一。他周六宣布,在流感大流行期间进行这样的赌博是一个“错误”。
巴菲特的公司伯克希尔哈撒韦公司(Berkshire Hathaway Inc .)4月份的股票销售总额为65亿美元,其中大部分来自美国四大航空公司——美国航空集团公司(American Airlines Group Inc .)、德尔塔航空公司(Delta Air)、西南航空公司(Southwest Airlines)和联合航空控股公司(United Airlines Holding Inc .)。其中约61亿美元来自出售航空公司股票。
周六,在伯克希尔·哈撒韦公司年会的直播播客中,巴菲特表示,在旅行减少的时候,向航空公司投入这么多资金是“一个错误”,因为有这么多人接到了“呆在家里”的命令。
巴菲特说:“当我们收购[航空公司时,我们获得了一笔有吸引力的资金。”。“事实证明,我对那项业务的判断是错误的,因为这绝不是四位优秀首席执行官的错。相信我。当一家航空公司的首席执行官没有乐趣。
“事实证明我错了,”巴菲特说,并补充道,航空公司“做了很多正确的事情。”
但他表示,航空旅行的方式也发生了变化。
“航空公司的世界变了,我祝他们一切顺利,”巴菲特在承认他的公司在病毒危机中损失惨重的同时说道。“那是我的错。”
虽然他说自己的错误是“错误的”,但他给出了一个预测,对这些航空公司在可预见的未来的航班旅行有着未知的预期。
巴菲特说:“我不知道三、四年后,人们会像去年一样飞行同样多的乘客里程。”。“你的飞机太多了。”
巴菲特说,他的公司完全退出了他们在航空公司的股份,并祝愿航空旅行业务在一个不确定的时期顺利发展。
“航空业——我可能错了,我希望我错了——但我认为它已经发生了很大的变化,”巴菲特说说根据Bloomberg.com的说法。“未来对我来说不太明朗。”
2017年9月19日,在纽约60号码头举行的福布斯媒体百年庆典上,慈善家沃伦·巴菲特和福布斯百位最伟大商业头脑排行榜上的其他24位慈善家和有影响力的商界人士一同登台。
冠状病毒于2019年末在中国武汉首次被发现,自那以来,它已感染了全球近350万人,包括截至2020年5月2日全球24.4万人死亡。
美国在阳性病例(115万)和死亡病例(67,000)两方面都遥遥领先于所有国家。
WARREN BUFFETT SELLS AIRLINE STOCKS, SAYS BUYING INTO THE PANDEMIC-STRICKEN INDUSTRY WAS A MISTAKE
Some prospectors thought airline stocks would take off during the COVID-19 pandemic. Among those was billionaire investor Warren Buffett, who announced Saturday that it was a "mistake" to make such a gamble during the pandemic.
Buffett's corporation, Berkshire Hathaway Inc., had $6.5 billion in equity sales during April, most of them from four major U.S. airlines—American Airlines Group Inc., Delta Air, Southwest Airlines and United Airlines Holding Inc. Approximately $6.1 billion of that was from the sale of airlines stock.
During a live-streamed podcast Saturday for Berkshire Hathaway's annual meeting, Buffett said it "was a mistake" to invest so much into airlines during a time when travel has dwindled because so many people are under "stay at home" orders.
"When we bought [airlines], we were getting an attractive amount for our money," Buffett said. "It turned out I was wrong about that business because of something that was not in any way the fault of four excellent CEOs. Believe me. No joy of being a CEO of an airline.
"It turned out I was wrong," Buffett said, adding that airlines "did a lot of things right."
But he said the way air travel has also changed.
"The world changed for airlines and I wish them well," Buffett said while acknowledging his company lost money during the virus crisis. "That was my mistake."
While saying he was "wrong" for the mistake, he delivered a forecast that has unknowing expectations of flight travel on these airlines in the foreseeable future.
"I don't know that three, four years from now people will fly as many passenger miles as they did last year," Buffett said. "You've got too many planes."
Buffett said his company completely exited their stakes in the airlines, and wished the air travel business well in a time of uncertainty.
"The airline business—and I may be wrong, and I hope I'm wrong—but I think it's changed in a very major way," Buffett said, according to Bloomberg.com. "The future is much less clear to me."
Philanthropist Warren Buffett is joined onstage by 24 other philanthropist and influential business people featured on the Forbes list of 100 Greatest Business Minds during the Forbes Media Centennial Celebration at Pier 60 on September 19, 2017 in New York City.
The coronavirus was first detected in Wuhan, China, in late 2019, and it has since infected nearly 3.5 million people around the world, including 244,000 deaths around the globe as of May 2, 2020.
The United States leads all countries—by far—in both positive cases (1.15 million) and deaths (67,000).