UJiří Filip Isitatimende sephephandaba: Inyanga edlule ibe ngeyokungaqiniseki emakethe yamasheya, amasheya aqhubeka nokuthengisa, ngakho thina ejwayele ukuthenga amasheya ezinye izinkampani zokukhula. Emhlabeni benza emazweni ngaso sonke isikhathi izinkinga zamanani aphezulu amandla, kwezinye zazo, isibonelo e-USA, ngisho nezindlu ziya ngokuya zingathengeki kubantu abavamile. Ngaphezu kwalokho, kwaba ulwazi oluthakazelisayo ukuthi uMichael Burry, owabikezela ukufika kwenkinga yezezimali ngo-2008, wathengisa wonke amasheya akhe esikhathini esithile esidlule, ngakho ubonakala elindele ukuwa okwengeziwe ezimakethe zamasheya. Nokho, mhlawumbe isenzakalo esibaluleke kakhulu senyanga edlule kwaba umhlangano wababhange abakhulu eJackson Hole, izimakethe zazilindele ngokuyinhloko isitatimende sikaJerome Powell. Umemezele ukuthi inzalo e-US izoba semazingeni aphezulu amanje, noma izokhuphuka nakakhulu uma isimo sikudinga.
Izinto ezithakazelisayo futhi zenzeke endaweni yezinkampani esivele sinazo amasheya ethu kuphothifoliyo yethu. Inkampani I-Apple yethule izinhlobo ezintsha ze-iPhone enelebuli engu-14 kanye ne-14 Pro. Basakha ingxenye enkulu yokuthengiswa kwenkampani. Ngaphezu kwalokho, kwethulwa amawashi amasha nama-headphone. I-Apple ihlela nokwandisa ibhizinisi layo lokukhangisa. Ushintsho olukhulu ekusebenzeni kwe-Amazon kungaba ukuthengwa kwe-iRobot, ekhiqiza imishini yokuhlanza i-robotic vacuum. Iphuzu lesithathu lesithakazelo lizophinde livela emkhakheni wezinkampani zobuchwepheshe, kulokhu kuzoba yi-Meta. Imemezele ukuthi isungula uphiko olusha, Isipiliyoni Esisha Sokwenza Imali, umsebenzi wayo kuzoba ukuletha izinguqulo ezikhokhelwayo zezicelo ze-Facebook, Instagram noma Whatsapp. Lezi kufanele zibe nemisebenzi emisha, inkampani engakacacisi, noma kunjalo, mhlawumbe ifuna ukuhlukanisa imali engenayo ngale ndlela, ngokulandela isibonelo se-Twitter, isibonelo.
Kule nyanga sikwi-investment portfolio wengeze amasheya engeziwe e-Alphabet, okuyinkampani engumzali ye-Google. Savula isikhundla sokuqala cishe ezinyangeni ezimbili ezedlule. Ukuthengiswa kwamanje kuthwalwa ikakhulukazi izinkampani eziyingozi, phakathi kwazo ongathola kuzo inkampani yekhwalithi ngaphandle kwesikweletu esikhiqiza imali eningi ngenzuzo enkulu yokuncintisana. Futhi yilolo kanye uhlobo lwenkampani esicabanga ukuthi i-Alfabhethi iyilo. Le nkampani ishibhile ngendlela exakile ngokwezibalo, okwamanje ihweba cishe ngenzuzo yonyaka engama-20x. Ezinyangeni ezimbalwa ezedlule kube nokuhlukaniswa okungu-1:20 kumasheya, ngakho-ke intengo ngesheya ngalinye okwamanje icishe ibe ngu-$110, okwenza ifinyeleleke kumaphothifoliyo amaningi wabatshalizimali. Izinhlamvu zamagama njengamanje zenza imali ngokuyinhloko ngokukhangisa, kodwa izinkampani ezinkulu zobuchwepheshe ziye zabonisa izikhathi eziningana esikhathini esidlule ukuthi zibukeka ikakhulukazi esikhathini esizayo, futhi le nkampani ayifani. Iqinile utshala imali emikhakheni eminingi, kodwa ukutshalwa kwezimali okuhamba phambili kusemkhakha wezokunakekelwa kwempilo, lapho igxile emishinini egqokekayo egcizelela ezempilo, izinhlelo zesizindalwazi, ubuhlakani bokwenziwa kanye nokusetshenziswa kwayo ekuthuthukisweni kwezidakamizwa noma ukuphila isikhathi eside.
Ukuze uthole ukwaziswa okwengeziwe ngezihloko ezingenhla, bheka ividiyo yale nyanga Yabelana ngephothifoliyo ka-Tomáš Vranka, ongayenza ngokukhululekile dlala lapha.
