E****e
发帖数: 315 | 1 【 以下文字转载自 Investment 讨论区 】
发信人: desertz (我所热爱的传说), 信区: Investment
标 题: 投资研究笔记(4) - 读芒格：价值投资的认识论与方法论
发信站: BBS 未名空间站 (Thu Dec 2 04:32:12 2010, 美东)
在当今的投资界，Charlie Munger不能不说是个相当有名的人。但在很多人的印象中，
这种名望是与Buffett紧密相连的，Munger作为Buffett的副手与合作者，在Berkshire
Hathaway取得了罕有的成功，仅此而已。实际上Munger在价值投资领域的个人成就非常
的了不起，自己本人完全可以跻身最伟大的投资家之列。更使Munger远超同辈的是他擅
长从哲学的角度对投资艺术进行思考和总结，其思想体系几乎可以称之为有关投资的认
识论和方法论。确定无疑的，Buffett也不断从中汲取了大量养料，并成功地运用于实
践中。然而即使在投资界真正了解Munger思想的人却也实在不多。这正印证了现实世界
的普遍现象：人们都在不断地追逐转瞬即逝的表象并被其所迷惑，而忽略了背后的真正
有意义的... 阅读全帖 |
|
E****e
发帖数: 315 | 2 【 以下文字转载自 Investment 讨论区 】
发信人: desertz (我所热爱的传说), 信区: Investment
标 题: 投资研究笔记(4) - 读芒格：价值投资的认识论与方法论
发信站: BBS 未名空间站 (Thu Dec 2 04:32:12 2010, 美东)
在当今的投资界，Charlie Munger不能不说是个相当有名的人。但在很多人的印象中，
这种名望是与Buffett紧密相连的，Munger作为Buffett的副手与合作者，在Berkshire
Hathaway取得了罕有的成功，仅此而已。实际上Munger在价值投资领域的个人成就非常
的了不起，自己本人完全可以跻身最伟大的投资家之列。更使Munger远超同辈的是他擅
长从哲学的角度对投资艺术进行思考和总结，其思想体系几乎可以称之为有关投资的认
识论和方法论。确定无疑的，Buffett也不断从中汲取了大量养料，并成功地运用于实
践中。然而即使在投资界真正了解Munger思想的人却也实在不多。这正印证了现实世界
的普遍现象：人们都在不断地追逐转瞬即逝的表象并被其所迷惑，而忽略了背后的真正
有意义的... 阅读全帖 |
|
E****e
发帖数: 315 | 3 【 以下文字转载自 Investment 讨论区 】
发信人: desertz (我所热爱的传说), 信区: Investment
标 题: 投资研究笔记(4) - 读芒格：价值投资的认识论与方法论
发信站: BBS 未名空间站 (Thu Dec 2 04:32:12 2010, 美东)
在当今的投资界，Charlie Munger不能不说是个相当有名的人。但在很多人的印象中，
这种名望是与Buffett紧密相连的，Munger作为Buffett的副手与合作者，在Berkshire
Hathaway取得了罕有的成功，仅此而已。实际上Munger在价值投资领域的个人成就非常
的了不起，自己本人完全可以跻身最伟大的投资家之列。更使Munger远超同辈的是他擅
长从哲学的角度对投资艺术进行思考和总结，其思想体系几乎可以称之为有关投资的认
识论和方法论。确定无疑的，Buffett也不断从中汲取了大量养料，并成功地运用于实
践中。然而即使在投资界真正了解Munger思想的人却也实在不多。这正印证了现实世界
的普遍现象：人们都在不断地追逐转瞬即逝的表象并被其所迷惑，而忽略了背后的真正
有意义的... 阅读全帖 |
|
E****e
发帖数: 315 | 4 【 以下文字转载自 Investment 讨论区 】
发信人: desertz (我所热爱的传说), 信区: Investment
标 题: 投资研究笔记(4) - 读芒格：价值投资的认识论与方法论
发信站: BBS 未名空间站 (Thu Dec 2 04:32:12 2010, 美东)
在当今的投资界，Charlie Munger不能不说是个相当有名的人。但在很多人的印象中，
这种名望是与Buffett紧密相连的，Munger作为Buffett的副手与合作者，在Berkshire
Hathaway取得了罕有的成功，仅此而已。实际上Munger在价值投资领域的个人成就非常
的了不起，自己本人完全可以跻身最伟大的投资家之列。更使Munger远超同辈的是他擅
长从哲学的角度对投资艺术进行思考和总结，其思想体系几乎可以称之为有关投资的认
识论和方法论。确定无疑的，Buffett也不断从中汲取了大量养料，并成功地运用于实
践中。然而即使在投资界真正了解Munger思想的人却也实在不多。这正印证了现实世界
的普遍现象：人们都在不断地追逐转瞬即逝的表象并被其所迷惑，而忽略了背后的真正
有意义的... 阅读全帖 |
|
c******g
发帖数: 269 | 5 各有各的观点，没脑子的猴子总是不理解。对猴子来说，谁谁谁说的话一定是正确的。
：http://finance.yahoo.com/news/buffett-trump-monkey-stocks-000000899.html
：Warren Buffett really let Donald Trump have it on Monday during a rally
for Hillary Clinton. Famous for his investing prowess, Buffett of course
went
：after the one time Trump took a company public on the stock market. “In
：1995, Donald Trump went to the American people and he said join me — I’m
a winner — and invest in my company: Trump Hotels & Casino Resorts,”
：Buffett said.
：“... 阅读全帖 |
|
t*******y
发帖数: 21396 | 6 以下是右逼的话：
发信人: TFollowerII (铿锵), 信区: USANews
标 题: Re: 这里几个liberals貌似挺有来头的样子
发信站: BBS 未名空间站 (Thu Oct 29 22:06:09 2015, 美东)
你没捐IRS我没捐IRS。私人财产是我历来支持保护的。这无可厚非。没必要搞什么你捐
你光荣，他不捐他可耻这类的比较。
我批判的是他巴菲特口是心非。
首先财产还在他手里，Net worth: 66.7 billion USD (2015)。
二、何必找个理由死了以后再捐给私人搞什么癌症研究。不如捐给国家。尤其可以显示
捐钱给大政府后科研的效率。
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
以下是事实：
http://www.forbes.com/sites/alexmorrell/2015/07/06/warren-buffe
Warren Buffett Unleashes Another $2.8 Billion Donation
In what ha... 阅读全帖 |
|
I***e
发帖数: 1136 | 7 Voiting right is lower for BRK/B.
Each A share can be converted into 1500 B shares.
Each A share has 1 voting right. Each B share has 0.0001 voting right.
Currently, A shares have total market value of 121.9B, B shares have total
market value of 88.1B.
There is no difference as to a small retail investor which share class to
buy.
There is a fundamental difference between having Buffett invest for you and
buying BRK shares. That is because the price of BRK shares already represent
rather high exp... 阅读全帖 |
|
B*********e
发帖数: 909 | 8 Warren Buffett’s Berkshire Hathaway Inc., which is buying a $2 billion
solar project in California, may have picked the right time to invest in the
industry.
The 550-megawatt Topaz project will qualify for a federal incentive because
construction began last month, and it will sell electricity under a long-
term contract that was completed before prices for solar panels fell 44
percent in the last year. Berkshire’s MidAmerican Energy Holdings utility
unit and First Solar Inc. (FSLR), the project ... 阅读全帖 |
|
I***e
发帖数: 1136 | 9 Bloomberg. The below is for Warren Buffett.
The majority of Buffett's fortune stems from his ownership in Berkshire
Hathaway, 350,000 Class A shares and 26.2 million shares of Class B stock.
He has 23 percent economic interest in the company.
Buffett donates about 5 percent of his Berkshire stock to charity each
summer, much of it to the Bill & Melinda Gates Foundation.
In addition to his Berkshire stake, Buffett oversees an outside portfolio
worth an estimated $500 million to $1 billion. In 201... 阅读全帖 |
|
s*******t
发帖数: 335 | 10 Investors Struggle With Cash Conundrum
By E.S. Browning
Reuters
Charles de Vaulx has an investment idea: cash.
That may seem an odd choice, since cash earns less than inflation, making it
a money-losing proposition.
But Mr. de Vaulx, who oversees $17.8 billion as chief investment officer at
International Value Advisers in New York, has been boosting his cash
position. He is having trouble finding stocks he considers cheap and won’t
buy overvalued stocks. He considers bonds even more overvalu... 阅读全帖 |
|
W***n
发帖数: 11530 | 11 Warren Buffett is the world's greatest investor, but Doug Kass is still
short Berkshire
------------------------------------------------------------------
At the 2013 Berkshire Hathaway annual meeting, aka "The Woodstock of
Capitalism." tens of thousands gathered to show their devotion and affection
for the company and its founder, Warren Buffett.
But one invited guest came not to praise "the Oracle of Omaha" but to bury
him -- at least rhetorically. Famed short-seller Doug Kass, managing partne... 阅读全帖 |
|
W***n
发帖数: 11530 | 12 The World's Richest People Got Poorer This Year
Devon Pendleton
DevonPendleton
Jack Witzig
December 28, 2015 — 7:34 PM CST
The richest people on Earth became a bit poorer this year.
The world’s 400 wealthiest individuals shed $19 billion in 2015, according
to the Bloomberg Billionaires Index. Falling commodities prices and signs of
a slower-growing China spooked investors around the world leading to the
first annual decline for the daily wealth index since its 2012 debut.
"After three great year... 阅读全帖 |
|
W***u
发帖数: 789 | 13 FACT CHECK: Are rich taxed less than secretaries?
by Associated Press
KING5.com
Posted on September 20, 2011 at 7:37 AM
WASHINGTON, D.C. -- President Barack Obama makes it sound as if there are
millionaires all over America paying taxes at lower rates than their
secretaries.
"Middle-class families shouldn't pay higher taxes than millionaires and
billionaires," Obama said Monday. "That's pretty straightforward. It's hard
to argue against that."
The data tell a different story. On average, the wea... 阅读全帖 |
|
d********7
发帖数: 160 | 14 米帝民主狗奴才也要共产了， 哈哈， 看来这些民主狗奴才贱逼也是红眼病的欠操的料啊
Most Americans back 'Buffett tax': Reuters/Ipsos
Reuters – 3 hours ago
RELATED CONTENT
View Photo
U.S. Investor Warren Buffett laughs during a news conference in Madrid May
21, 2008. REUTERS/Andrea Comas
By Kevin Drawbaugh
(Reuters) - Nearly two-thirds of Americans support imposing a minimum tax
rate of 30 percent on those who earn $1 million or more a year, according to
Reuters/Ipsos poll results released on Tuesday.
The poll showed that 64 percent of th... 阅读全帖 |
|
l******a
发帖数: 3803 | 15
remember this guy is Odumba's "friend".
he rants about rich paying little tax,
but he still hold unpaid tax (ok though its one of
his business). This sucker is a role model of
democratic rich people - no matter what oDumba does,
it won't hurt them a hair.
Government sues Buffett's NetJets unit for unpaid taxes
inShare
3
Share this
Email
Print
Related News
Buffett: My successor is in the dark too
Mon, Feb 27 2012
Berkshire identifies Buffett successor, not by name
Sat, Feb 25 2012
Who pays the h... 阅读全帖 |
|
t**********3
发帖数: 12623 | 16 我不是会计行业也不是wealth management行业的，但是混corporate investment圈儿
，对这些东西还是略知一二，近日看版上几个仇富黄左上窜下跳，尽秀智商底线，我就
一聊拙见。
巴菲特和罗姆尼的收入构成非常相似，他们主要的收入形式为capital gain income（
投资收益），目前美国的capital gain income tax rate为15%
巴菲特作为Berkshire Hathaway的持股人，他的投资收益可以这样来计算，假设：
- Berkshire Hathaway, Inc 年net income是$100M，交federal corporate income
tax 35%，交Nebraska state corporate income tax 7.81%，暂且不考虑municipal级
的税（因为我不知道Omaha的税率）
- Berkshire Hathaway, Inc 年net income after tax (exclusive of municipal
level business income tax in Oma... 阅读全帖 |
|
l****z
发帖数: 29846 | 17 The problem is that the rich don’t have enough money to put so much as a
dent in America’s $16 trillion national debt. “If the IRS grabbed 100
percent of income over $1 million, the take would be just $616 billion,”
writes John Stossel. “That’s only a third of this year’s deficit. Our
national debt would continue to explode.”
Still, Mr. Obama’s supporters persist in proposing tax hikes on the wealthy
. On Sunday, billionaire Warren Buffett proposed a minimum tax for America’
s top earners. “We n... 阅读全帖 |
|
T*********I
发帖数: 10729 | 18 总结一下我对巴菲特的观点：
一、亿万富翁高调说偿还国债。说match，但是match的却是一块兑一块，而不是财富的
百分比。
二、亿万富翁捐款给比尔盖茨慈善基金搞医学研究，而不是大政府。这实际上说明了他
在大政府和私人企业间，选择了私人企业，而对大政府的效率不信任。
三、亿万富翁捐款给慈善，并不对国家天文数字的国债有什么帮助。搞医学研究成功了
，全人类收益。美国中产仍然要背负天文国债的负担。
发信人: TFollowerII (铿锵), 信区: USANews
标 题: Re: 这里几个liberals貌似挺有来头的样子
发信站: BBS 未名空间站 (Thu Oct 29 21:15:35 2015, 美东)
Buffett是个牛人。技术一流。也有一定的爱心。
但是Buffett也是个虚伪的人物。
高调说给富人加税。可是自己不给IRS写支票。
高调说偿还国债，你们捐多少我match多少。
可是你Buffett是个亿万富翁。你跟其他人match绝对的$,而不是相对的%，这不是很无
耻吗？
都知道，交税的时候是按照percentage来的。你挣得多，交的也多。（Flat tax的理念
... 阅读全帖 |
|
p********r
发帖数: 1980 | 19 芒格其实是个不怎么样的投资家,只是为人比较慷慨,比如他看一本书得到了启发,他就
送作者一股BRKA,所以人缘比较好,大家不愿意拆他的台.
芒格有两大缺点. 一个是完全没有创造性,这跟他的偶像Franklin天壤之别. 他的所谓
worldly wisdeom就是到处抄袭别人的好的想法甚至于具体的说法. 第二个缺点就是他
完全抓不住重点. 所以在心理准则里,重复的就不知道有几条. 这一点跟Buffett有鲜明
的对比. 据说,当年Buffett刚买Berkshire Hathaway不久,有人向他推荐一套全新的纺
织机器生产设备,说能够提高生产率一倍什么的. Buffett当时的评论是,"I hope it is
not true, otherwise I will have to sell the business". 把握重点的能力简直无
与伦比.
芒格对于Buffett的价值在于他敢于说Buffett是错的,其它人受利益影响不那么敢说.
但他对普通投资界的价值就有限了. 有钱人中把自己当做哲学家的有的是,索罗斯的哲
学能力虽然也不怎么样,比芒格还是强多了.
Berkshire |
|
s*********8
发帖数: 901 | 20 You'd be up nearly 500,000% if you'd invested with Warren Buffett in 1965…
Buffett is the perfect example of someone who learned the lesson. He's great
at being right and sitting tight… He's never spooked out of a position. He
doesn't sell when the market loses its mind.
When you combine that with Buffett's ability to find great businesses at low
prices, it's easy to see why he's considered one of the greatest investors
of all time. And through Berkshire Hathaway, we have an easy way to invest
w... 阅读全帖 |
|
r****d
发帖数: 41 | 21 Providence Mall里有一个Fire and Ice饭店. 这个饭店比较特别. 和Buffet差不多,
自己选菜, 大师傅现做. 午饭Unlimited Trip好象是10块出头(忘了多少了, 我们一般
三口--两个大人,一个小孩,就给30块). 有海鲜,蔬菜,凉菜等. 我们非常喜欢. 有时候
我们见客户也在这里, 或者Joe's. Joes在Fire&Ice的隔壁, 可能大部分人已经都知道
了.
个人感觉Fire&Ice比RI的几个Buffett店要好. 包括天天Buffet, 以前的Grand Buffett
, Imperial Buffett (Middletown)等中国Buffett店, 炒菜总是不太新鲜. 经常吃, 比
较腻, 我们现在很少去吃这几个buffett店了. |
|
y*****u
发帖数: 14 | 22 近的一个下午，霍华德?巴菲特(Howard Buffett)的手机响了。他接起电话，在电话里
回答说：“我现在出发。”电话的另一头是伊利诺州梅肯县(Macon County)的警长。
霍华德?巴菲特是沃伦?巴菲特(Warren Buffett)的长子。梅肯县是他的家乡。
几小时后，霍华德?巴菲特走在梅肯县的大街上，身穿防弹背心，腰间佩戴着一把
口径0.4英寸的格洛克22手枪，他正在以辅助副警长的身份巡逻。这是他的无偿志愿者
工作，他在伊利诺州两个县和亚利桑那州一个县担任辅助副警长，今年迄今已累计服务
超过225个小时。
霍华德?巴菲特的朋友、梅肯县警长汤姆?施奈德(Tom Schneider)说：人们会说，
哦，这是霍华德?巴菲特，那个亿万富翁的儿子，但对我们来说，他只不过是我们的一
分子。他很有干劲，敢于做这种尝试的，他是第一个。
在有生以来的大部分时间里，霍华德?巴菲特满足了自己在许多方面的兴趣，这些
兴趣远在他父亲的势力范围之外。霍华德?巴菲特曾从大学辍学，他今年59岁，拥有多
重身份——农场主、自然资源保护主义者、慈善家、周游世界的摄影师，同时还... 阅读全帖 |
|
W*****2
发帖数: 1043 | 23 Shame on you!!!!
Shame on the so-called American heros!!!!!
Why we cannot find the American heroes when America need them the most???????!!!
!!!
I agree totally that Warren Buffett is a 100% bullshit!!!
Warren Buffett will still live a much better life than the 99% of Americans after he give 99% of his wealth to the IRS (instead of giving to his son).
Warren Buffett can do it.
It is so simple and so easy: just write a check and send it to the IRS !!!
We need an American hero!!!!
Can Mr Warre... 阅读全帖 |
|
W*****2
发帖数: 1043 | 24 美国英雄在哪里？？？
Shame on you!!!!
Shame on the so-called American heroes!!!!!
Why we cannot find the American heroes when America need them the most??????
?!!!
!!!
I agree totally that Warren Buffett is a 100% bullshit!!!
Warren Buffett will still live a much better life than the 99% of Americans
after he give 99% of his wealth to the IRS (instead of giving to his son).
Warren Buffett can do it.
It is so simple and so easy: just write a check and send it to the IRS !!!
We need an American hero!!!!
Can... 阅读全帖 |
|
s*********8
发帖数: 901 | 25 WASHINGTON (MarketWatch) — In building up his $10.7 billion stake in
International Business Machines Corp., billionaire Warren Buffett apparently
turned a blind eye to one of the most basic rules of investing: Buy low.
In fact, within the Berkshire Hathaway Inc. portfolio of roughly 30 stocks,
only Coca-Cola Co. (XNYS:KO - News) has the distinction of being a company
that Buffett will buy no matter what the price, according to John Buckingham
, editor of the Prudent Speculator investment newslet... 阅读全帖 |
|
M****J
发帖数: 2908 | 26
http://mag.chinatimes.com/mag-cnt.aspx?artid=12467
比爾蓋茲的媽媽在一九九四年六月十四日過世，隔天《紐約時報》刊登了瑪莉蓋茲夫人
（Mary Maxwell Gates）的簡短訃聞，第一段就說：「瑪莉蓋茲昨天因為乳癌過世，她
是一位顯赫的西雅圖商場女將，協助了她的兒子比爾蓋茲得到ＩＢＭ的合約，讓新創的
微軟公司獲得利潤豐厚的關係。」蓋茲的媽媽絕非等閒之輩。
比爾蓋茲的成就 來自母親強而有力的推動
許多人知道比爾蓋茲的父親在西雅圖是著名的律師，曾經擔任華盛頓州律師協會的總裁
，其實他的媽媽更厲害。瑪莉蓋茲是全美國「聯合勸募協會」（United Way of
America）第一位女性主席，早在三十五歲的時候就出任華盛頓州最主要銀行第一州際
銀行（First Interstate Bank）的董事，後來還擔任過太平洋西北貝爾電話的董事，
以及西雅圖ＫＩＲＯ廣播電視台的董事。蓋茲媽媽的事業，以社會公益為核心，橫跨了
金融、通訊、傳媒等領域。
蓋茲的媽媽也不是白手起家，蓋茲的外祖父是太平洋國家銀行的副總裁，當年已經是顯
赫的金融家，後來太平洋... 阅读全帖 |
|
S***1
发帖数: 3140 | 27 美国将继续提供最佳的投资机会。
就算乌克兰的形势恶化，他还会继续购买股票。
In his annual letter to Berkshire Hathaway shareholders, Warren Buffett said
the Unites States is still the best opportunity for investment. "Though we
invest abroad as well, the mother lode of opportunity resides in America,"
Buffett wrote.
In a live interview this morning with CNBC, Buffett also said the conflict
in Ukraine and rising tensions over the situation would not discourage him
from buying stocks. Buffett said that view would not change even if th... 阅读全帖 |
|
s*i
发帖数: 5025 | 28 选择不论什么，首先要有标准。标准有主观和客观。比如说有的人的标准就是怎么才能
达到自己利益最大化。这
种做法无所厚非。比如考虑候选人的不同税收政策对自己的影响就是这一类。当年选
Bush上台的
Evangelical 教徒，大体也是这一类。现在老黑选Obama也基本上是属于这一类。
还有一部分人的的标准则是从系统层次考虑问题，什么样的候选人能更好的使社会这个
系统达到最优解。注意，
这种做法有可能得到这样一个结果：这部分人的个体利益有可能是被损害的。Warren
Buffett，支持民主党
的支持者，可以算是这一类吧。因为明显对富人增税对他个人没什么好处。
关于选一个国家的领导，我非常赞同Buffett的做法。如果你认为Buffett同学仅仅是个
富人的话，我建议你
读读关于他的一些基本知识。
下面是Buffett在提到用人时的一段话：
“Somebody once said that in looking for people to hire, you look for three
qualities: integrity, intelligence, and energy. And |
|
l****z
发帖数: 29846 | 29 By Mark Steyn
Had I been asked to deliver the State of the Union address, it would not
have delayed your dinner plans:
“The State of our Union is broke, heading for bankrupt, and total collapse
shortly thereafter. Thank you and goodnight! You’ve been a terrific crowd!”
I gather that Americans prefer something a little more upbeat, so one would
not begrudge a speechwriter fluffing it up by holding out at least the
possibility of some change of fortune, however remote. Instead, President
Obama ass... 阅读全帖 |
|
l****z
发帖数: 29846 | 30 by Rossputin
Even the Obama-loving AP has debunked the claim that President Obama will
make again tonight, using Warren Buffet’s secretary as cannon fodder, that
the rich need to pay more in taxes:
http://news.yahoo.com/fact-check-rich-taxed-less-secretaries-07
FACT CHECK: Are rich taxed less than secretaries?
APBy STEPHEN OHLEMACHER - Associated Press | AP – Tue, Sep 20, 2011
WASHINGTON (AP) — President Barack Obama says he wants to make sure
millionaires are taxed at higher rates than their se... 阅读全帖 |
|
y****t
发帖数: 10233 | 31 Winning!
Warren Buffett Company: Please (Hike) Cut Our Taxes
As the parties battle over taxes, the deficit and economic inequality, two
arguments that have been marshaled to advocate for the Democratic position
are that taxpayers should not be subsidizing private jet travel and that
Warren Buffett's tax bill is way too low -- lower, Democrats and Buffett
himself have repeatedly noted, than his secretary's.
Berkshire Hathaway-owned NetJets Inc. spent more than $2.5 million on a
squadron of lobbyi... 阅读全帖 |
|
y****t
发帖数: 10233 | 32 Winning!
Warren Buffett Company: Please (Hike) Cut Our Taxes
As the parties battle over taxes, the deficit and economic inequality, two
arguments that have been marshaled to advocate for the Democratic position
are that taxpayers should not be subsidizing private jet travel and that
Warren Buffett's tax bill is way too low -- lower, Democrats and Buffett
himself have repeatedly noted, than his secretary's.
Berkshire Hathaway-owned NetJets Inc. spent more than $2.5 million on a
squadron of lobbyi... 阅读全帖 |
|
M**T
发帖数: 314 | 33 even Warren Buffett will put his money into indexed fund ETF after he die
Berkshire Hathaway Inc. (BRK/A) Chairman Warren Buffett gave the company an
endorsement in March in his annual letter to shareholders. Buffett said he
told the trustee managing his affairs that after his death he wanted 90
percent of the cash he leaves for his wife put into a very low-cost Standard
& Poor’s 500 Index fund.
“I suggest Vanguard’s,” he wrote. The results are likely to be “superior
to those attained by most in... 阅读全帖 |
|
N********n
发帖数: 8363 | 34 Bloomberg titled "Obama Pays More Than Buffett as U.S. Risks AAA Rating"
reveals that two-year notes sold in February by Warren Buffett's Berkshire
Hathaway yield 3.5 basis points less than Treasuries of similar maturity.
While 3.5 basis points is not a huge amount (100 basis points equals one
percentage point), the simple fact that the bond market is saying that it's
safer to lend to Warren Buffett than Barack Obama is telling.
And Buffett's not the only one enjoying this safer than "risk free" |
|
b*******e
发帖数: 6389 | 35 Facebook上
Warren Buffett I am a huge bull on this country...We will not have a double
-dip recession at all. I see our businesses coming back almost across the
board...
September 16 at 3:27pm
Warren Buffett The giving pledge is about asking wealthy families to have
important
conversations about their wealth and how it will be used.
September 2 at 2:57pm
Warren Buffett Every saint has a past, every sinner has a future, so we'll
keep
working...
August 9 at 12:42pm
Warren Buffett The first rule... 阅读全帖 |
|
v****e
发帖数: 19471 | 36 据说本版一位擅长“价值投资”的大牛抠顶了，要烧特这市场屠打稀。。。LOL
Warren Buffett: 'Quite Clear Stocks Are Cheaper Than Bonds'
Posted By: Alex Crippen | Executive Producer
cnbc.com
| 05 Oct 2010 | 02:49 PM ET
Warren Buffett says it is "quite clear stocks are cheaper than bonds" right
now, but notes that relationship will change eventually when confidence in
the economy is inevitably restored.
In an appearance earlier today (Tuesday) at the Fortune Most Powerful Women
Conference in Washington, Buffett said he "can't imagine" ... 阅读全帖 |
|
T********e
发帖数: 1193 | 37 现在Buffett并不是象以往从其组合的股票价格变动而盈利，其盈利是主要来自于控股
公司的自生产生的利润。所以购买Buffett投资组合中的一个股票并不能使你得到你想
得到的Buffett所获得的利润，除非购入BRK。当然，你购买其中的股票，至少其股价的
变动应该是相对其他股票较平稳，从长期角度而言（非短期）获得合理利润的机会较别
的股票要高，而且风险较低，因为Buffett为此已经do a lot of homework。 |
|
r****e
发帖数: 867 | 38 http://finance.yahoo.com/news/Buffett-surprised-as-top-apf-2077
Buffett said he learned March 19 that Sokol bought 2,300 shares of Lubrizol
in December one day after he asked an investment banker to contact the
specialty chemical maker about possible deal talks. Sokol sold those initial
shares a week later, but then bought nearly 100,000 Lubrizol shares in
early January about a week before recommending that Berkshire make a bid.
Buffett said the decision, announced March 14, to offer $135 in cas... 阅读全帖 |
|
t***y
发帖数: 2276 | 39 报:
Buffett entered college as a freshmen in 1947 at the Wharton Business
School
of the University of Pennsylvania and studied there for two years from
1947
to 1949. In the year 1950, when he entered his junior year, he
transferred
to the University of Nebraska–Lincoln where at the age of nineteen, he
graduated with a degree of Bachelor of Science in Business
Administration.
After the completion of his undergraduate studies, Buffett enrolled at
Columbia Business School after learning that Benjami... 阅读全帖 |
|
w***n
发帖数: 1519 | 40 buffett 是被神话了的，居然还真有人相信他靠读读财报就能分析出所谓intrinsic
value 是多少啊？远的不说，比较近的两个例子：
1。收购Lubrizol前，最初buffett是不感兴趣的，为啥Sokol 和LZ的高管面谈之后回来
他就突然感兴趣了？难道多年财报分析出来的intrinsic value就因为Sokol 和对方吃
了个饭就有了改变？
2。去年底MA大跌之后buffett没有在210－220抄底，却在半年后MA涨到270了才买进。
随后不久，Fed对信用卡公司让步，MA最高冲到340。
这两个例子能得出什么样的结论大家仁者见仁。股票的intrinsic value到底是多少？
靠读财报，推公式？buffett 不是秘而不宣，是真没有这样的公式。 |
|
j*****l
发帖数: 440 | 41 为啥说“非常”不靠谱，还是说说具体理由比较好。另外，Buffett为啥和散户承担的
风险不一样？Buffett敢往那坑里跳，你用手去摸摸那坑也不行？更何况，Buffett合同
的那股票买了几乎是死的，你在市场上买的是活的，你可以一手买，转手就买了，比他
的灵活性强多了。 当然，还有一个最核心的问题是，明面上buffett买了优先股啥的，
但人现在借机造市在市场捞了多少“低”和还要再捞多少“底”或者再借机“炒”多少
次“底”你能知道？
散户永远是散户，不要企图和超级大户，市场绝对主力叫板，能想办法识别主力动向，
跟着人时不时的溜一圈就算赢了。
当然，大户，主力，超级主力也有走眼，逛麦城和进滑铁卢的时候，但那概率毕竟比散
户小很多。 |
|
l**********o
发帖数: 1573 | 42 As for Berkshire, Buffett said most companies continue on a slow pace of
improvement. Buffett, asked if he was satisfied with Berkshire's investment
in Procter & Gamble Co. (PG), was more coy, saying that the company has had
some pricing issues but then adding that Berkshire remains a long-term
holder of the stock. Asked if he might consider selling the stock, Buffett
said it was "weaselly" of him, but he would only be willing to reiterate
that he is a long-term holder. Buffett was critical of h... 阅读全帖 |
|
J*K
发帖数: 331 | 43 【 以下文字转载自 Chinook 俱乐部 】
发信人: JFK (John F. Kennedy), 信区: Chinook
标 题: Is the Real-Estate Rebound for Real? zz
发信站: BBS 未名空间站 (Sun Aug 5 16:39:09 2012, 美东)
For investors, "home" is no longer a four-letter word.
The real-estate sector, for the first time in years, is serving as a beacon
of relative strength in an otherwise weak economy. Standard & Poor's on
Tuesday reported that home prices in its S&P/Case-Shiller 20-city index rose
0.9% in May from the prior month, after adjusting for seasonal t... 阅读全帖 |
|
b******i
发帖数: 4776 | 44 http://articles.marketwatch.com/2013-05-10/commentary/39161400_
Commentary: Computer-dominated trading takes over
It has always been difficult for investors to consistently beat index funds.
It has been nearly impossible lately.
And there’s a double whammy: The small number of advisers who outperform
the market rarely can keep doing so.
One big culprit, experts say: the rise of sophisticated computer trading
programs.
Consider the 51 advisers out of more than 200 on the Hulbert Financial
Digest’... 阅读全帖 |
|
B*******n
发帖数: 20645 | 45 Bloomberg News
Buffett Praises IBM’s Prospects, Says Companies Have Blips
Warren Buffett, who invested more than $11 billion in International Business
Machines Corp. (IBM:US), said he is confident in the computer-service
provider’s prospects after the stock slumped last week.
“They will have record per-share earnings this year,” Buffett, 83, said in
an interview on the “Charlie Rose” show, which aired late yesterday on
PBS. “That can be disappointing if you expected more. But it is not a bad
rec... 阅读全帖 |
|
d*****s
发帖数: 5610 | 46 说仔细点啊，到底看到什么了。
好公司的定义，就是对股东回报率最高的公司。公司总部啥样没有那么重要。Buffett
公司总部人才23个。外表看，肯定比大多数公司差多了。可是股票compound年回报率20
%多。据说Buffett买公司，很多是别人打电话过来，Buffett让给个价格，5分钟后，就
可以决定买不买。
越是公司总部豪华的，越是要小心啊。
不过反过来，Buffett大多数时候是Hedgehog，楼主可能是fox。 |
|
g****t
发帖数: 31659 | 47 Buffett also said that he was approached by multiple people asking if he
wanted to in Valeant and urging Buffett to meet former Valeant CEO Michael
Pearson. Buffett said he declined to do either of those things, and was wary
of the company from the start.
There were also some pointed words about management.
"If you're looking for a manager you want someone who is intelligent,
energetic, and moral," said Buffett. "But if they don't have the last one,
you don't want them to have the first two." |
|
m*****o
发帖数: 2084 | 48 最近这几年的确是，越来越多的人从hedge fund撤退，直接买index fund了。
这样的话，会不会导致spx 500 或者dow 30虚高，不能反映整体市场的价值，
最后指数出现大泡沫。然后，泡沫破裂，指数大幅回调呢？
当然，这个泡沫增长的时间可能会很长，也不知道啥时候会破。如果大家都冲过去
买指数，指数股的增长会不会变成国内的房价一样？
Buffett Asks Big Money: Why Pay High Fees?
https://www.nytimes.com/2017/02/27/business/dealbook/buffett-asks-big-money-
why-pay-high-fees.html?_r=0
For the past several years, Mr. Buffett has told anyone who will listen to
avoid attempting to beat the stock market by investing in hedge funds or
actively managed funds. Inste... 阅读全帖 |
|
e****t
发帖数: 149 | 49 hold and wait. 也许Warren Buffett 来买它也不一定。
“In the Berkshire Hathaway's annual meeting, Warren Buffett strongly
indicated that he would purchase or take a strong position in a lead
generation company in real estate. Buffett seems to think that while the
transaction is still done at a human level, the lead generation is still
undervalued. Berkshire is sitting on ~150billion cash. Buffett has missed
the boat on AMZN and GOOG before, he will not make a mistake again. All
indications were that Berkshi... 阅读全帖 |
|
n******h
发帖数: 2482 | 50 Here I quote Mike Arrington's sharp response to Buffett's hypocrisy,
"The super rich love to talk about higher taxes on the rich because it’s a
competitive barrier protecting them from competition. If the people making a
lot of money today have to pay much higher taxes, they probably won’t ever
accumulate enough wealth to be “super rich.”
Now if you really want to screw the rich, start talking about a wealth tax.
It won’t save the economy but it’ll certainly serve to even everything out
. Buffet... 阅读全帖 |
|
