Así lo recogen las siguientes noticias de la semana pasada. He estado rebuscando por si alguien había comentado algo, y no he encontrado nada. Si ya ha salido la noticia por aquí... disculpas anticipadas. 

Warren Buffett Comes Around On Airlines After Calling Them A 'Death Trap' For Investors (Forbes)

Buffett's Berkshire takes stakes in four major airlines (CNBC)

Warren Buffett's Berkshire Hathaway bulks up on airline shares (Market Watch)

Para quienes seguimos a Buffett se trata de una noticia como poco rompedora. Desde su  inversión en 1989 en US Air ha mantenido este tipo de industrias en el cajón dónde se guardan los negocios a evitar. Veamos algunos ejemplos:

Transcript de la charla en 1999 en Sun Valley (Idaho)

“Now the other great invention of the first half of the century was the airplane. In this period from 1919 to
1939, there were about two hundred companies. Imagine if you could have seen the future of the airline
industry back there at Kitty Hawk. You would have seen a world undreamed of. But assume you had the
insight, and you saw all of these people wishing to fly and to visit their relatives or run away from their
relatives or whatever you do in an airplane, and you decided this was the place to be.

“As of a couple of years ago, there had been zero money made from the aggregate of all stock investments
in the airline industry in history.

“So I submit to you: I really like to think that if I had been down there at Kitty Hawk, I would have been
farsighted enough and public-spirited enough to have shot Orville down. I owed it to future capitalists.”

Charla del 15 de Octubre de 1998 en la Universidad de Florida

El vídeo está doblado al castellano desde hace dos  meses, así que ya no hay excusas para no aprender de el maestro. Si pinchais, justo arranca en la pregunta dónde explica su inversión fallida en US Air.

Así que siguiendo sus palabras... Warren ha sufrido una recaida. Los valores incorporados a cartera son American Airlines, United Continental Holdings y   Delta Air Lines.Esperemos que no le vaya mal. Y algo me dice que no será así.