Joseph Carlson: một nhận định không rõ hướng

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do like the purchase of ally financial i think it's one of the better ones that he bought this last quarter now but look at the companies that he sold or reduced i think it's just as much telling he sold out of the pharmaceutical companies so he dumped abby and bristol meyer squibb he also sold out of wells fargo so he replaced that one with citigroup and then he also dumped 99.1 of his verizon stake and this was a pretty significant stake this made up 2.28 of berkshire's portfolio i've called this one for a long time i think verizon is a value trap i think it's mostly a dud i think it's gonna be basically dead or next to dead money for a very long time going forward and every time i look at the numbers i come to that same conclusion it's a cheap company on paper a nine ford p e ratio but what are you getting for that you're getting almost no revenue growth back in 2017 they had 126 billion now they have 133 so a couple billion dollars of revenue growth over the course of five years on the size of a hundred and thirty plus revenue that is not a lot of revenue growth so their revenue growth is really almost non-existent it's really not that meaningful at all and their debt growth is

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