|
o****r
发帖数: 132 | 2 最近在做共同基金的分析时，发现这个奇才。
有圈内人士认识吗？比前不久那个要开对冲基金的牛多了。
这篇文章是2012年的。
FORTUNE -- Who is James J. Wang? It's one of the most intriguing questions
in the mutual fund world today. Over the past five years, Wang's tiny
Oceanstone Fund (OSFDX) has outperformed every single mutual fund in every
category -- and it's not even close. His 40.5% annualized return since 2007
is almost triple that of his nearest competition and dwarfs the 1% average
return of the S&P 500 (SPX) over that span. But the reclusive invest... 阅读全帖 |
|
l******2
发帖数: 5522 | 3 Mr. Buffett expressed support for the management of Bank of America, a
company in which Berkshire Hathaway owns preferred stock. Last month, Bank
of America had to reverse course on a buyback and dividend-increase plan
after miscalculating capital levels. “That error they made does not bother
me,” Mr. Buffett said, noting that reporting requirements are voluminous.
“You do the best you can” with them, he said. What matters is “that error
did not affect their GAAP.” “It doesn’t change my feeling ... 阅读全帖 |
|
t*****9
发帖数: 10416 | 4 Warren Buffett announced his $26.5 billion buyout of railroad BNSF in
November 2009.
Five years later, that assessment rings a bit hollow. Buoyed by an onshore
oil boom, the railroad had sent more than $15 billion in dividends to
Berkshire through Sept. 30. The business is on pace to return all the cash
Buffett spent taking it private by the end of this year.
可乐/IBM/麦当劳 赔的钱真心不算啥 |
|
J**********D
发帖数: 160 | 5 Do you want to beat the market? Can you beat the market?
这是一个龟兔赛跑的故事。故事的主人公姓氏不详，职业不详，年幼时家境一般，母亲
两次离婚，是个穷教师，八十年代退休时年薪两万多，本人常春藤文科毕业，座驾2006
Toyota Camry,端的是猛男一枚也！我们姑且叫他百恩厚 （buy and hold - so what
）?. 老百今年芳龄59 (so what?)，投资股市44年（hmm...),而且盈利 （really？）
坐拥千万 (wow!)
老百是怎么做到的呢？
他在14岁时开始做 newspaper boy, 赚了人生第一桶金，碰巧 Warren Buffett 也好像
是从 newspaper boy 起步（我希望大家不要会错意，明天早上开始给邻居送报纸）。
Anyway老百70年开始入市，买了 Philip Morris,74年买了 Exxon，这期间他还买了
Abbott Labs，其后还买了其他一些公司。不过上帝造人有时不当心也会出错，忘了给
老百一根卖股票的基因，他到现在还没有卖过一股股票！！！
他... 阅读全帖 |
|
p*******r
发帖数: 83 | 6 Buffett also eliminated a smaller holding in ConocoPhillips while adding to
a bet on Canadian synthetic crude oil producer Suncor Energy Inc. and oil
refiner Phillips 66, according to the filing, which detailed the U.S. stock
portfolio at Buffett’s company as of Dec. 31.
[在 thinredline (Rich) 的大作中提到：]
：反正我知道巴菲特从石油股撤了。 |
|
O***p
发帖数: 1333 | 7 It's true however you have to remember during the financial crisis Buffett
grabbed citigroup but not lehman brothers or bear stearns because he knew
from inside information that those would not be bailed out by the government
. In other words, not every cheap stock is a bargain.
Buffett:
- |
|
N*****d
发帖数: 9872 | 8 Buffett at #BRK2015: While hedge mngrs do well by collecting fees "just for
coming to the office" investors have "paid very high price."
Buffett suggests going to longbets.org/362/ to read about the hedge fund
wager and see arguments made on both sides. |
|
|
G**Y
发帖数: 33224 | 10 Buffett那个年代
股市几年平均收益高
所以只要捂得住就好
但Buffett讲
过多的trading会使
股市平均收益似乎越来越低 |
|
G**Y
发帖数: 33224 | 11 瞎猜。如果Buffett真的买。Buffett有很多电站，买点煤/气可以发电。大概不需要油
？或者他早买够了。 |
|
G**Y
发帖数: 33224 | 12 你说的对，
如果信Buffett买之前就要想好了永远不割。
虽然Buffett其实也割过，但是原则是这样的。 |
|
G**Y
发帖数: 33224 | 13 我没说你要抄底，只说尽量避免被高估的股票。抄底连Buffett都做不到。他买的IBM前
几天跌了15%？但并不等于他买贵了。
所以第二条就是不要低卖。看准的，基本面没变，就永远不需要卖。
但是反弹也许要五年，十年，所以第三条不要上马金。
其实这三条都是Buffett的意思。 |
|
a*****1
发帖数: 3134 | 14 You can think WMT as a value stock, but it can stay as a value trap for
years to come, just like IBM.
You can say Warren Buffett buys WMT, but Warren Buffett also bought IBM at
substantially higher price of 180 pps. Right now it is 150pps.
You can say it has dropped significantly from 67, but it certainly can drop
further down. IBM dropped from 180 and continued to drop from the last year
without giving you a breath.
It smells like IBM, it walks like IBM, most likely will behave like IBM.
发信人: a... 阅读全帖 |
|
|
|
x*********n
发帖数: 28013 | 17 ###FA 经典
The Intelligent Investor
Security Analysis
###TA 经典
日本蜡烛图
庄家克星 <
#credit to vegecat (菜猫子~~)
For FA and long term investment:
1. Ben Graham, The Intelligent Investor (a classic book, a must-read no
matter
you're a long term investor or a short term trader)
2. Ben Graham et al., Security Analysis (very thick)
3. Ben Graham et al., The Interpretation of Financial Statements
4. Robert G. Hagstrom, The Warren Buffett Way
5. Peter Lynch, One up on Wall Stree... 阅读全帖 |
|
G**Y
发帖数: 33224 | 18 Buffett早就不20%了。
Buffett现在的目标，仅仅是beat S&P而已。
现如今，未来的30年，平均每年能有7-8%已经非常好了。能beat这个的都可以去当基金
经理。 |
|
|
|
发帖数: 1 | 21 别乱说，我是buffett的死忠
索罗斯，livermore什么的，都将埋没于历史的尘埃中，只有buffett能光辉永存 |
|
发帖数: 1 | 22 举个最近buffett的例子 他109左右的aapl
为什么？那个时候那个价位恐怕没几个人会觉得便宜
但buffett觉得便宜 走势证明他是对的
这里面估计有很多散户无法理解的东西 |
|
|
|
N*****d
发帖数: 9872 | 25 IBM, GE
Warren Buffett's Berkshire Hathaway Inc. is getting out of one of
America's oldest companies: General Electric Co.
The billionaire investor's firm sold 10.6 million GE shares in the
second quarter, a stake that would have been worth an estimated $315 million
as of June 30, according to a regulatory filing. Berkshire received most of
the shares in 2013 after the investor lent roughly $3 billion to GE in
October 2008 during the depths of the financial crisis.
The securities filing also sho... 阅读全帖 |
|
|
w******g
发帖数: 2047 | 27 Glad I bought a lot last week
____________________________________
Warren Buffett's Hathaway increases shares in Apple
LOS ANGELES — Legendary investor Warren Buffett has increased his holdings
in tech giant Apple through his Berkshire Hathaway company.
CNBC reports that Hathaway added 165.3 million shares of Apple stock, while
also dumping 94.5% of its IBM holdings. |
|
l******2
发帖数: 5522 | 28 BRK/B
WFC
one stock to beat buffett and the other to be buffett |
|
d*c
发帖数: 588 | 29 Warren Buffett is up big in his Apple position Wednesday after the company
reported a better-than-expected earnings report.
The Oracle of Omaha's Berkshire Hathaway owns 239.6 million shares of Apple
as of March quarter-end, according to FactSet.
With Wednesday's more than 9 point rally in the shares, Buffett's company is
up approximately $2.3 billion on its position, assuming it hasn't sold
shares since then. |
|
w****f
发帖数: 684 | 30 上周大老板提前安排工作说要空出时间参加 annual shareholder meeting for
Berkshire Hathaway，
俺一脸茫然。接着说Warren Buffett已经83了，要去见见， 会有几千人参加。。。 俺
尽力表现出听懂了的样子，一边脑中极力思索谁是Warren Buffett？ 大老板看俺实在
不可救药，摇头走了。
以前只在中文报纸上看到 股神巴菲特，却不知其名。。。错过了排老板马屁，满
足他BSO的心愿。：（ |
|
y*******w
发帖数: 5917 | 31 排期到了更羡慕绿了的,
绿了的羡慕海龟有钱的，
海龟的羡慕成功人士，
成功人士羡慕buffett，
buffett羡慕年轻的，
年轻的羡慕排期到了的， |
|
S*******r
发帖数: 11017 | 32 一点小背景：CHUCK SCHUMMER，民主党大佬，现任Senate Rules Committee主席。和罗
富贵一起，多年来一直是民主党内移民改革的积极支持者和倡导者。而且由于他在
SENATE的位高权重，他对于任何一个移民改革法案的态度，直接决定了该法案通关的希
望与否。
最近华尔街时报报道了他和犹他州共和党参议员MIKE LEE即将联合推出的“买房送绿卡
”法案，姑且不论法案是否有戏，至少是一个耐人寻味的信号。
犹他州的众议员Jason Chaffetz,就是最近引起轩然大波的众议院法案HR3012的始作俑
者。同为来自犹他州的议员，MIKE LEE的挺身而出，着实反应了该州对于高科技产业和
外国投资者的依赖和渴望。
下面是华尔街时报的报道。各位仁者见仁，智者见智。
国内有钱人真多，溢价8%现金买房都趋之若鹜。
The reeling housing market has come to this: To shore it up, two Senators
are preparing to introduce a bipartisan bill Thursday that w... 阅读全帖 |
|
Y*****s
发帖数: 342 | 33 that video was fairly misleading.
Buffett's secret was buying low beta stock with leverage.
http://www.economist.com/node/21563735
so, no, instead of paying off your debt, you should borrow as much as you
can and buy blue-chip stocks (if you are Buffett's fan). |
|
s********y
发帖数: 831 | 34 【 在 tyning (Mens et Manus) 的大作中提到: 】
Buffett和人合伙凑钱炒股，开的是partnership。 Equity和Debt的区别你分得清楚吧？
sheet
Buffett是对普通人投资理财在提建议，你觉得这儿的人是普通人嘛？ |
|
Y*****s
发帖数: 342 | 35 Nothing intellectual, all trash talks.
don't humiliate yourself again and again, please.
btw, Buffett is a great investor, but not so much in personal finance.
Asking Buffett about personal finance is like asking Bolt how to play
football. |
|
B*****s
发帖数: 3463 | 36 虽然我现在一穷二白, 每天都吃一顿buffet, 基本做到扶着墙进去扶着墙出来,
但我精神上已经做好了接wds 给buffett 刷盘子的准备,
到那时天天刷buffett的盘子 |
|
|
s*********0
发帖数: 298 | 38 I do know some rich people donate to charity for tax reasons. But I am
talking about super rich that pledge more than 90 percent of their wealth,
specifically in Buffett case.
In Buffett's case, his donation is made in the form of Berkshire Hathaway
stocks. You should know that more than 90 percent of his wealth is tied in
BRK. The longer he controls the stock, the more money he donates, because
he is just super good at making money. You might want to know that BRK-A,
which never split, was... 阅读全帖 |
|
s*********0
发帖数: 298 | 39 Buffett could benefit from the tax inversion, but he did not make the
decision, did he? If 3G Capital decided to move the headquarter to Canada,
what does it have to do with Buffett? Why is he a hypocrite? |
|
k******7
发帖数: 521 | 40 [在 sherrybabe0 (sherrybabe0) 的大作中提到：]
:Buffett could benefit from the tax inversion, but he did not make the
:decision, did he? If 3G Capital decided to move the headquarter to Canada,
what does it have to do with Buffett? Why is he a hypocrite?
FYI
“有一种基金叫做Charitable Lead Annuity Trust（我不知道怎么翻译，大致可以译
为慈善信托基金），这个基金的运作方式是这样的：富豪（委托人）设立一个基金，比
如1亿美元，然后用这个1亿美元每年定期向慈善机构捐款，比如每年1千万，约定支付
年份，比如10年，则10年之后，这个基金的余额可以免费转交给一个第三方（通常就是
富豪们的后代）。”
富人尤其像巴菲特这样的花街富人精着呢。做好事能亏了自己？ |
|
e*****a
发帖数: 95 | 41 看看这篇，就知道他是不是虚伪了。
https://thinkprogress.org/buffett-says-he-loves-renewables-so-why-is-his-
company-trying-to-kill-solar-energy-77a6941bafc1#.19dvf1r7u
Yet his solar-hyping shareholder letter never mentions that BHE owns NV
Energy, which almost single-handedly destroyed the exploding solar rooftop
market in Nevada. As we reported last year, Buffett’s utility successfully
lobbied the Nevada Public Utilities Commission (PUC) to slash the “net
metering” payments to solar customers for the electricit... 阅读全帖 |
|
|
|
G***Y
发帖数: 9698 | 44 辞旧迎新 欢度跨年烟花璀璨之夜
Dec 15, 2015, 13:11 PM
时间飞逝，转眼间2015年已接近尾声，2016新年的钟声即将敲响。蓦然回首，2015
年的精彩与难忘瞬间早已铭刻心底；展望未来，2016年的邂逅与挑战将燃烧你的生活激
情。12月31日跨年之夜，你将如何度过这个难忘的瞬间？如果你已经厌倦了在时报广场
人挤人观赏表演和水晶球新年落地，不妨前往中央公园欣赏午夜烟花甚至加入马拉松队
伍，讨厌寒风呼啸的你也可以选择室内跨年音乐会享受音乐盛宴，倘若你连家门都不想
出，只需打开电视即可欣赏纽约爱乐乐团的跨年音乐会。身处大苹果，丰富多彩的跨年
元旦活动令人眼花缭乱，不妨让小编为您提前精选播报吧！
★★★重量级大咖推荐★★★
New Year's Eve Times Square Ball Drop
时报广场跨年夜
这一盛事源自1904年，《纽约时报》选在除夕当天迁入该广场的新大楼，并在午夜
放烟火庆祝，从此变成了除夕夜的传统活动，年年如此，每年的12月31日，One Times
Square Plaza顶楼都会悬挂一颗200磅的彩色水晶球，新年来临的那一刹那，水晶球从
高处... 阅读全帖 |
|
G***Y
发帖数: 9698 | 45 辞旧迎新 欢度跨年烟花璀璨之夜
Dec 15, 2015, 13:11 PM
时间飞逝，转眼间2015年已接近尾声，2016新年的钟声即将敲响。蓦然回首，2015
年的精彩与难忘瞬间早已铭刻心底；展望未来，2016年的邂逅与挑战将燃烧你的生活激
情。12月31日跨年之夜，你将如何度过这个难忘的瞬间？如果你已经厌倦了在时报广场
人挤人观赏表演和水晶球新年落地，不妨前往中央公园欣赏午夜烟花甚至加入马拉松队
伍，讨厌寒风呼啸的你也可以选择室内跨年音乐会享受音乐盛宴，倘若你连家门都不想
出，只需打开电视即可欣赏纽约爱乐乐团的跨年音乐会。身处大苹果，丰富多彩的跨年
元旦活动令人眼花缭乱，不妨让小编为您提前精选播报吧！
★★★重量级大咖推荐★★★
New Year's Eve Times Square Ball Drop
时报广场跨年夜
这一盛事源自1904年，《纽约时报》选在除夕当天迁入该广场的新大楼，并在午夜
放烟火庆祝，从此变成了除夕夜的传统活动，年年如此，每年的12月31日，One Times
Square Plaza顶楼都会悬挂一颗200磅的彩色水晶球，新年来临的那一刹那，水晶球从
高处... 阅读全帖 |
|
c********1
发帖数: 5269 | 46 my role modes are my friends 和我年纪一样， 背景相近."Money is not a major
concern" for them.
We told about kid education, investment,faith, hope, ...
"Money is not a concern"===>The friend family.国内大学校友。年纪一样， 背景
相近。I think they are one or two steps ahead of us. They are looking
to politics field. We are still looking for making money.
Money is a big concern ==> my family.
bill gates, buffett, Mark Zuckerberg, ... Their life goal is 名传千秋, and
to change the world.
They are going to create a finance empire... 阅读全帖 |
|
m**********n
发帖数: 2894 | 47 resident Barack Obama's plan to have the wealthy pay more in taxes would
likely affect San Mateo County residents more than those in any other part
of the Bay Area. Eight of the region's 10 richest neighborhoods are in San
Mateo County, a Bay Citizen analysis of income statistics released last
month by the Census Bureau shows.
The president used his State of the Union message Tuesday night to call on
America's wealthiest residents to pay more in taxes, trumpeting a "Buffett
rule," named after fi... 阅读全帖 |
|
m*******l
发帖数: 621 | 48 【 以下文字转载自 Stock 讨论区 】
发信人: maizegirl (叮当), 信区: Stock
标 题: 股市债市投资经验小结
发信站: BBS 未名空间站 (Sat Jul 13 11:49:58 2013, 美东)
广告：请大家顺便支持一下我们第一篇发表的文章
http://seekingalpha.com/article/1526532-a-chinese-perspective-o
1. 为什么要写这篇文章
从2012年5月 开始重新进入美国股市、债市，到现在刚刚满一年。一直想写一点自
己投资的心里历程。一来感谢我的投资启蒙老师（M老师），二来也提供一些经验教训
给和我一样在投资路程上摸索的新手。
2. 复利效应和股场初试
我们对投资重新开始感兴趣，主要是两个原因。一是因为M老师一直以来将他的投
资理念蕴含在和我们闲聊的过程中。现在回头想想，真是辜负和浪费了许多M老师的投
资机会。尤其是听M老师聊在2008年金融危机时的经历，让我们对投资有了一个全新的
认识。原来投资还是有可能“有章可循”。
第二个原因，是对复利效应和追求经济独立... 阅读全帖 |
|
w*****s
发帖数: 2896 | 49 左逼大富翁, 随便罗列三个:
1) Bill Gates, $67 billion, Microsoft (公司)
此人极度聪明, 宣称做慈善, 其实是为后代避税. 宣称两党都支持, 其实是捐赠民蛆党
更多. 其目的是左右逢源, 力求自保, 是个投机分子. 我不想说太多, 说得他太坏, 本
来就是常人之本性么,
2) Warren Buffett, $53.5 billion, Berkshire Hathaway (公司)
积极响应bill的慈善基金会宣传, 同样是为了避税, 一丘之貉. 是个投机左派分子, 极
端虚伪的左逼支持者, 非常高调. 还记得这家伙要奥巴加大税率吧, 其实自己无所不用
地避税. 我对此人极度反感.
3) Larry Ellison, $43 billion, Oracle (公司)
这人也是左逼支持者. 不过他只捐钱, 不象warren buffett不知廉耻地大放厥词.
这三个人, 都是美国最富有的人, 都挺民蛆党, 其实捐的钱是他们财富的千万分之一.
投靠民蛆党的目的, 是为自己的富可敌国的财富保驾护航.
所以民蛆党才是真正为大富翁俱乐部.
养些票蛆的目... 阅读全帖 |
|
x*******1
发帖数: 28835 | 50 【 以下文字转载自 USANews 讨论区 】
发信人: lovesunny123 (lovesunny123), 信区: USANews
标 题: 原创：新时代总统大选辩论还有意义吗？
发信站: BBS 未名空间站 (Thu Oct 20 00:12:24 2016, 美东)
美国大选辩论起始于共和党候选人林肯和民主党候选人道格拉斯时代，他两只是把自己
的政治理念和见解阐述给在场的记者和国会议员们，记者在写稿子给普通民众看，当时
也只有报纸这一种媒介，很多民众都没见过这两个候选人长什么样子。如果获得选票全
靠怎么说服这些记者朋友来写点自己好的，如何打动国会议员去自己的州帮自己拉票。
40年代共和党威尔基试图和罗斯福辩论，媒体炒得沸沸扬扬，最后罗斯福听到了邀请直
接回绝了，罗斯福说我没必要参加辩论，大家都已经认识我了。
真正享受到电视辩论好吃的是jfk，他主要是因为长得帅，民众们，尤其女性选民，看
到了jfk，再看看尼克松那个老脸，直接就made mind了。
现在的选举是由一家叫做commission of pesidential debate的机构在运营，机构成立
于1987年，... 阅读全帖 |
|
