banner

20_11

Is TSLA Berkshire Hathaway's new mystery investment? - Hello Friends as always i would invite you to join and Promote one of the world's premier top rated investment companies and pioneers in alternative assets: market investment in and purchasing of alternative asset classes including gold, precious metals, Bitcoin and other cryptocurrency for direct purchase investors, the vast US market of IRA, 401k and other retirement account holders, the Canada market for RRSP and TFSA holders (precious metals), high net worth individuals and families (HNWI), and more. Mutl-trillion dollar potential market with one of the highest paying affiliate programs in the world.

• Life changing income potential: up to $30,000+ commission for each and every referred customer transaction
• 100% free affiliate marketing program - No cost for you to join or participate in
• 3% commission on all gross client sales transaction amounts for all present and future sales and investment in precious metals and cryptocurrency
• You are also paid $30 - $100 for each qualified lead
• Example: average sale = $65,000 = $1,950 commission; sales easily = 6 and sometimes 7 figures. $100,000 sale = $3,000 commission and $1,000,000 sale = $30,000 commission
• Some affiliates have made $40,000+ to $100,000+ commissions in a single month
• Lifetime revenue share on customer transactions

Join NOW Exclusive Affiliate Program ✅ CLICK HERE Join Exclusive Affiliate Program

Disclosure: The owner(s) of this website may be paid to recommend Regal Assets. The content on this website, including any positive reviews of Regal Assets and other reviews, may not be neutral or independent.

Yesterday, I pointed out in this blog post that, based on data I gathered from 13F filings, a large number of TSLA shares seem to have gone missing during Q3, to the tune of 100M shares.

I turns out I made a small mistake, so the number is actually a little over 50M shares, but nonetheless this is a large number of shares that went missing, which can't simply be explained away by retail buying, delta hedging, and smaller institutional investors increasing their stakes.

Twitter user @s17_scott and TMC user Thekiwi pointed out to me that Berkshire Hathaway omitted one company from its 13F filing, and instead disclosed this newly acquired stake separately to the SEC in a confidential filing, because it was worried that disclosing the position to the public would move the market too much.

According to this BI article, there is a $25B difference between the value of the portfolio Berkshire Hathaway declared in its 13F and its 10-Q ($220B vs $245B). In actuality, they declared $245.5B in their 10-Q and $229B in their 13F, a difference of $16.5B.

The BI article also mentions a $6B investment into five big Japanese trading companies made over a 12 month period, which was made public in early August, and which supposedly explains part of the disparity between the 13F and 10-Q.

This seems to be true, because there is also a disparity of $5B between Berkshire's 2nd quarter 13F and 10-Q. In other recent quarters, the differences were:

  • Q2'20: $202.5B vs $207.5B = $5B
  • Q1'20: $175.5B vs $180.5B = $5B
  • Q4'19: $242B vs $248B = $6B
So the current $16.5B difference is definitely not normal.

The BI article also mentions that this has happened once before in Q2'15, when Berkshire reported $110.5B in equity holdings in its 10-Q vs $107B in its 13F, a difference of $3.5B, only to file an amendment 3 weeks later, containing a previously undisclosed investment worth $2.5B.

Assuming that $5-6B of the current $16.5B disparity is due to the investment in the Japanese trading giants, what can the other $11B be attributed to? Could Berkshire's currently confidential new investment be TSLA?

Another important piece of information is the size of this position, and the implications it has on 13D/13G filings. Companies have to disclose an acquisition of a 5%+ stake in a company within 10 days to the SEC. So unless Berkshire was allowed to keep this confidential as well, this means the $11B must be less than 5% of the company in which it was invested. That means the company's market cap must be >$220B, which really limits the options. There are only 25 such companies listed on US exchanges.

Furthermore, Berkshire already owns stock in nine of them, and is one of them:

  1. Apple
  2. Amazon
  3. Berkshire Hathaway
  4. Visa
  5. Johnson & Johnson
  6. JPMorgan Chase
  7. Procter & Gamble
  8. Mastercard
  9. Bank of America
  10. Coca Cola
There are only fifteen other $220B+ companies listed on the NYSE and NASDAQ.

None of this proves anything, but when combined with the ~50M TSLA shares that went missing in Q3, there are some strong signs showing Berkshire's mystery new investment could be TSLA.

If it is indeed TSLA, this $11B would amount to ~25M shares at the stock price at the end of Q3 ($429), and would go a long way towards explaining the ~50M missing TSLA shares. Fifty million shares can't be explained away by retails, small institutions, and delta hedging, but 25M can, especially with 25M shares worth of buying pressure pushing up the stock price as much as it did in Q3, because a rising stock price requires a lot of shares to be bought for delta hedging purposes, as I've explained in my blog previously:


So did Berkshire acquire a large stake in TSLA? There's no proof, but it seems very plausible. We should find out for sure what Berkshire's mystery new acquisition is over the next few weeks or months.


DIVERSIFY and GROW YOUR IRA WITH METALS and CRYPTOS
REQUEST YOUR FREE 2021 INVESTORS KIT
Kit includes information on our company, products and fees.
Bonus: you will also receive free DVDs and a 10 year anniversary silver coin.
✅ CLICK HERE Claim Your Free Investor Kit

your advertise here
Next article Next Post
Previous article Previous Post
Themeindie.com