To The Moon
Home
News
TigerAI
Log In
Sign Up
舒虎
+Follow
Posts · 30
Posts · 30
Following · 0
Following · 0
Followers · 0
Followers · 0
舒虎
舒虎
·
2023-12-28
good good good[财迷]
看
1.07K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
舒虎
舒虎
·
2022-04-30
good
The world waits and listens to Buffett and Munger!
伯克希尔·哈撒韦公司将在奥马哈市举办年度股东大会,自疫情爆发以来首次回归线下。
The world waits and listens to Buffett and Munger!
看
1.20K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
舒虎
舒虎
·
2022-04-27
$特斯拉(TSLA)$
💰💰
看
1.35K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
舒虎
舒虎
·
2022-04-27
$特斯拉(TSLA)$
💰💰
看
1.33K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
舒虎
舒虎
·
2022-04-27
😢
Sorry, this post has been deleted
看
1.13K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
舒虎
舒虎
·
2022-04-25
$Grab Holdings(GRAB)$
gg
看
977
回复
Comment
点赞
1
编组 21备份 2
Share
Report
舒虎
舒虎
·
2022-04-22
$胜科工业(U96.SI)$
upupup
看
953
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
舒虎
舒虎
·
2022-04-20
$奈飞(NFLX)$
Netflix
看
1.31K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
舒虎
舒虎
·
2022-04-18
good morning
看
1.21K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
舒虎
舒虎
·
2022-04-15
$老虎证券(TIGR)$
tiger
看
1.28K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
Load more
Most Discussed
{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"4112682212562272","uuid":"4112682212562272","gmtCreate":1649580198078,"gmtModify":1704447496943,"name":"舒虎","pinyin":"shshuhu","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":12,"tweetSize":30,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":256847184261312,"gmtCreate":1703740729151,"gmtModify":1703740733274,"author":{"id":"4112682212562272","authorId":"4112682212562272","name":"舒虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112682212562272","authorIdStr":"4112682212562272"},"themes":[],"htmlText":"good good good[财迷] ","listText":"good good good[财迷] ","text":"good good good[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256847184261312","isVote":1,"tweetType":1,"viewCount":1066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069891040,"gmtCreate":1651272453509,"gmtModify":1676534879936,"author":{"id":"4112682212562272","authorId":"4112682212562272","name":"舒虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112682212562272","authorIdStr":"4112682212562272"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069891040","repostId":"1179575802","repostType":4,"repost":{"id":"1179575802","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1651234926,"share":"https://ttm.financial/m/news/1179575802?lang=en_US&edition=fundamental","pubTime":"2022-04-29 20:22","market":"us","language":"zh","title":"The world waits and listens to Buffett and Munger!","url":"https://stock-news.laohu8.com/highlight/detail?id=1179575802","media":"华尔街见闻","summary":"伯克希尔·哈撒韦公司将在奥马哈市举办年度股东大会,自疫情爆发以来首次回归线下。","content":"<p><html><head></head><body>From April 29 to May 1, local time (April 30 to May 2, Beijing time),<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway will be in Omaha, Nebraska, the hometown of its founder Warren Buffett<b>Hold the annual general meeting of shareholders,</b>It is the first time that it has returned to offline since the outbreak of the epidemic in 2019.</p><p><img src=\"https://static.tigerbbs.com/6f3199e7971184ea39b4a4a58a0c79d0\" tg-width=\"740\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/></p><p>This shareholders' meeting, also known as the \"Spring Festival Gala of the investment community\", has attracted the attention of the global investment community. It not only has video shows and exhibitions of Berkshire subsidiaries' products, but also provides investors with a rare opportunity to hear the speeches of legendary investors-Buffett, 92, and Charlie Munger, 98, who usually participate in hours of marathon question-and-answer sessions.</p><p><img src=\"https://static.tigerbbs.com/97ed3918c3547ee7e972bcfb9bb41fa3\" tg-width=\"499\" tg-height=\"785\" referrerpolicy=\"no-referrer\"/></p><p>It is estimated that more than 40,000 people may attend the scene. By then, Buffett's retirement plan, company successor, future investment plan, and views on the current market and global economy will inevitably become the focus of attention of all shareholders and even the global market.</p><p>Buffett, whose net worth exceeds US $100 billion, is known as the \"Oracle of Omaha\". The share price of his Class A shares of Berkshire Hathaway closed above US $500,000 for the first time in March this year, setting a record closing high. The performance far exceeded that of the S&P 500 index, which has been falling this year.</p><p><b>Berkshire Class A Stock</b>Is the stock originally issued by the company. As the company insisted on not paying dividends and splitting shares, its price soared rapidly over time, eventually becoming<b>One of the most expensive individual stocks on Wall Street. The company currently has a market capitalization of $743 billion.</b></p><p><img src=\"https://static.tigerbbs.com/a9c31dbdd6ebb793a60a7e0ecfad9fb5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>Specific arrangements for general meetings of shareholders</b></p><p>On Friday, April 29, local time, Berkshire Hathaway's shareholder meeting will be held at the CHI Health Center in the northern downtown area of Omaha.</p><p>As with the meeting arrangements of offline shareholders' meetings in previous years,<b>The conference also includes a full three-day schedule of events: weekend parties, peripheral meetings sponsored by investment advisors, and Berkshire<a href=\"https://laohu8.com/S/BRKR\">Brooke</a>5km walking run and other shopping activities sponsored by Sports Company.</b></p><p>The specific arrangements for Friday, April 29th are: receiving the attendance card, shareholder shopping and shareholder exclusive shopping night.</p><p><img src=\"https://static.tigerbbs.com/e416ed9379e7999aa9455eb818195054\" tg-width=\"1080\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/></p><p>The specific arrangements for Saturday, the 30th, are: the doors of the shareholders' meeting will be opened on site, and the usual video of the annual meeting will be broadcast.<b>Q&A session of the general meeting of shareholders,</b>Formal corporate business meetings as well as NFM Berkshire picnics.</p><p><img src=\"https://static.tigerbbs.com/465a981d63db6e69060f9f5df06bc732\" tg-width=\"882\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p>The specific arrangement for Sunday, May 1st is: \"Invest in Yourself\" five-kilometer race and an exclusive shopping day for shareholders.</p><p><img src=\"https://static.tigerbbs.com/f6ea29e26acc46f400076b7b4bbe7136\" tg-width=\"1080\" tg-height=\"214\" referrerpolicy=\"no-referrer\"/></p><p>This year's shareholders' meeting,<b>The most eye-catching part is undoubtedly the question and answer session.</b>On-site shareholders will be randomly selected, and CNBC reporters will sort out questions from shareholders who can't attend the meeting, and select those questions that she thinks people are most interested in.</p><p>Buffett will give shareholders full freedom. Buffett said in the invitation letter that any on-site shareholder who is drawn can ask questions simply by walking to any of the 11 microphones on the scene.</p><p><b>2. Will the retirement plan of being \"impeached\" in later years come true?</b></p><p>Just last week, CalPERS, the largest state public pension fund in the United States, disclosed its intention to vote for a shareholder proposal of Berkshire Hathaway to dismiss Buffett as chairman.</p><p>The fund holds more than $450 billion in total assets, including about $2.3 billion in Berkshire Hathaway stock. The National Law and Policy Center, one of the company's shareholders, called for the establishment of an independent chairman, saying that the chairman and CEO are held by the same official, which weakens the company's governance structure.</p><p>According to the proposal, Buffett can continue to serve as CEO. But Berkshire's board of directors opposed the proposal to remove Buffett as chairman. The board of directors said last month that \"as long as Buffett is CEO of Berkshire Hathaway, he should continue to serve as chairman and CEO.\"</p><p>The proposal looks to face an uphill struggle. In addition to the veto of the board of directors, Buffett himself holds 32% of the voting rights of the company.</p><p>However, half a month ago, in an exclusive interview with former well-known CBS host Charlie Rose, Buffett also admitted that his age had begun to have some influence on him, and occasionally he \"forgot his name and couldn't read as quickly as before\". He described himself as a \"rotting machine\" but still \"felt great\".</p><p>Therefore, some Wall Street analysts speculate that at this year's shareholder meeting, Buffett may give a retirement timetable and finally confirm Berkshire's future successor.</p><p><b>3. Two \"potential successors\" made their debut at the shareholders' meeting</b></p><p><img src=\"https://static.tigerbbs.com/2bd3a8e83156086137e4aeaad62d621e\" tg-width=\"1080\" tg-height=\"485\" referrerpolicy=\"no-referrer\"/></p><p><b>Not only will Buffett and Munger make a partner appearance again, but Greg Abel and Ajit Jain, who are regarded as Buffett's \"potential successors\" in the industry, will also attend.</b></p><p>Buffett promoted the two executives to Berkshire's board of directors in January 2018.</p><p>On May 3 last year, Buffett admitted in an interview with CNBC: \"The directors unanimously agreed that if I step down, Greg Abel, vice chairman of Berkshire's non-insurance business, will take over as CEO.\"</p><p>Abel, 59, has worked for a small electric utility called CalEnergy since 1992, becoming its president in 1998 and renaming the company to Mid-American Energy Holdings. This company was acquired by Berkshire Hathaway in 2000 and is now Berkshire Hathaway Energy (BHE). Abel served as CEO of the company from 2008 to 2018 and is now chairman.</p><p>According to Forbes, Abel holds a 1% stake in Berkshire Hathaway Energy, worth about $480 million, making up the bulk of his net worth. He also owns a trust in which he owns five Class A shares of Berkshire Hathaway, and he also keeps 2,363 Class B shares for family members. His Class A shares are worth about $2.8 million and his Class B shares are worth more than $400,000.</p><p>Mr. Jianwenjun once mentioned that, unlike Buffett and Munger, Abel, who is low-key by nature, does not like to stand in the spotlight. Nevertheless, the outside world is deeply impressed by his outstanding performance in mergers and acquisitions. His friend once described it this way: \"His life is work, and he hides his talents behind his humble attitude\".</p><p>Abel himself is not young. Therefore, it may make sense that Buffett wants him to be CEO of Berkshire Hathaway.</p><p>Another successor is Ajit Jain, vice chairman of Berkshire Hathaway's insurance business. Buffett previously admitted that Berkshire's board of directors has reached a consensus on who should take over as CEO immediately:</p><p><b>If something happens to me tonight, Greg will take over as CEO the next morning. If anything happens to Greg, another vice chairman, Ajit, will take over.</b><b>4. How will Buffett explain the investment logic with his recent frequent shots?</b></p><p>Since the beginning of this year, the global market has been an eventful year. Since the outbreak of the Russia-Ukraine conflict, Buffett, who is good at taking advantage of market turmoil to explore opportunities, has continued to buy<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>The company's stock holdings reached 136.4 million shares, accounting for 14.6% of Occidental Petroleum's outstanding shares, and are worth more than US $7.2 billion.</p><p>Soon after, Buffett made another move and will acquire insurance company Alleghany for $11.6 billion, which is Buffett's largest acquisition in six years.</p><p>Buffett buys another 121 million shares after binging oil stocks and buying insurance companies<a href=\"https://laohu8.com/S/HPQ\">Hewlett Packard</a>Stocks. The investment gives Berkshire a roughly 11.4% stake in HP, making it the PC and printer maker's largest shareholder.</p><p>According to Business Insider, James Shanahan, senior equity analyst at investment firm Edward Jones, expects two more deals to come next year. Berkshire Hathaway could spend about $4 billion to increase its stake in Pilot Flying J, the nation's largest truck rest stop operator, to 80% in early 2023.</p><p>Additionally, the company may soon acquire an 8% stake in Berkshire Hathaway Energy owned by Walter Scott Jr. 's family. That would bring its stake to more than 99%, Shanahan said.</p><p>That puts Berkshire Hathaway's investment likely to exceed $33 billion in 18 months, more than the $30 billion it put into the stock market in 2020.</p><p>At the end of 2021, Berkshire Hathaway had $144 billion in cash on its books. But regardless, Berkshire may still struggle to reduce its cash reserves. Shanahan noted that the company generates about $33 billion in free cash flow every five quarters:</p><p><b>Unless there are other investments, Berkshire is likely to still hold $150 billion in cash by mid-2023.</b>This week, Shanahan downgraded the stock to \"hold\" and claimed its current share price already reflects that the stock is likely to outperform its financial services industry peers this year.</p><p>At the upcoming shareholders' meeting, Buffett may give a more detailed response to recent investment actions and reveal his future investment prospects and plans. Buffett recently called the meeting a \"very, very important meeting.\"</p><p><b>5. \"Oracle of Omaha\" is by no means a vain reputation</b></p><p>Buffett's multiple accurate predictions of stocks and markets earned him the nickname \"Oracle of Omaha.\"</p><p>In 2011,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Having suffered the aftershocks of the subprime mortgage crisis and the stock price dropped to $7 a share from $19 a share the year before, Buffet smelled opportunity and bought $5 billion of Bank of America preferred shares.</p><p>The preferred shares came with warrants that would allow Buffet to buy 700 million shares of Bank of America at $7.14 each. When Buffett exercised his rights in 2017, he made $12 billion.</p><p>When the Dow Jones index fell below 600 in late 1974, Buffett told Forbes that he thought \"now is the time to start investing.\" By the time that interview was published, the Dow had gained nearly 15% to 660.</p><p>This prediction particularly highlights Buffett's investment philosophy:</p><p>Fear when others are greedy, greed when others are fearful. Whenever Buffett speaks, the world listens with bated breath. This time, let's also focus on this legendary figure together.</p><p><img src=\"https://static.tigerbbs.com/86265aa24c88e98c77bfcb35b6d9d942\" tg-width=\"800\" tg-height=\"532\" referrerpolicy=\"no-referrer\"/></p><p><b>6. Review the classic quotations of Buffett and Munger</b></p><p>At this shareholder meeting, known as the \"Spring Festival Gala of the investment community\", the most eye-catching thing is that Buffett, 92, and Munger, 98, will partner again to share their investment wisdom with global investors.</p><p>Before that, let us recall the wise investment views of Munger and Buffett.</p><p><b>1) 20 classic quotations from Munger</b></p><p><ul><li>Investment Wisdom</p><p></li></ul>1. People calculate too much and think too little.</p><p>2. It is worth noting how many long-term advantages people like us gain by trying not to be stupid, rather than trying to be very smart!</p><p>3. Generally speaking, jealousy, resentment and self-pity are disastrous ways of thinking. Excessive self-pity makes people border on paranoia, and paranoia is one of the hardest things to reverse. Let's not get caught up in self-pity.</p><p>4. What is basic and universal wisdom? The first rule is that you can't really understand anything if you just remember isolated facts and hard them together. If these facts are not collated into the memory grid, they exist in an unusable form. You have to build models in your brain.</p><p><ul><li>Wealth creation</p><p></li></ul>1. Making a lot of money is not about buying and selling, but about waiting.</p><p>2. What is the secret of success? \"Reason\".</p><p>3. The best way to get what you want is to make yourself worthy of it.</p><p>4. If I knew where I would die, I would never go to that place.</p><p><ul><li>The importance of learning</p><p></li></ul>1. There is no universal formula. You need to know a lot about business, human nature and numbers. Don't expect a magic system to do these tasks for you.</p><p>2. If you embark on the interdisciplinary road with ease, you will never want to go back, because it will be like cutting off your hands.</p><p>3. In my life, there is no smart person I know who doesn't read every day-no, none. Warren may surprise you how much he reads. He is a book with two legs.</p><p>4. Try to be smarter before getting up every day than before going to bed yesterday, day after day. If you live long enough, you will get what you deserve in the end.</p><p><ul><li>Circle of competence theory</p><p></li></ul>1. Knowing what you don't know is more useful than being smart.</p><p>2. If things are too difficult, let's jump over and change them. Is there anything easier than doing this?</p><p>3. You don't need to be smart, you just need to stay a little smarter than others for a long, long time.</p><p>4. There are three baskets, namely: entry, exit and too difficult. We must have enough insight, otherwise we will mistakenly throw into the \"too difficult\" basket.</p><p><ul><li>Code of Life</p><p></li></ul>1. \"Imitating the herd\" will make people return to mediocrity.</p><p>2. Life is like a poker game. Even if sometimes you get a card you like very much, you must learn to give up.</p><p>3. Learn to think things upside down. From the back, reverse thinking will help you find many problems.</p><p>4. Life is a series of \"opportunity costs\". You have to marry the best person you can find. How similar it is to investment!</p><p><b>2) Buffett's 15 investment mottos</b></p><p>1. The first rule is to never lose money, and the second rule is to keep the first rule in mind.</p><p>Buffett's golden rule is that any investor should make capital preservation the top priority when deciding to put money into the market. In other words, stay rational.</p><p>2. Someone sits in the shade today because he planted a tree a long time ago.</p><p>The core pillar of Buffett's long-term investment philosophy. In life and investing, it is necessary to think about the development trajectory of things.</p><p>3. If you don't want to own a stock for ten years, don't consider owning it for ten minutes.</p><p>Buffett handles the best insights into active and passive investing.</p><p>4. Whether we're talking about socks or stocks, I like to buy quality goods when prices are low.</p><p>The core of value investing is to find undervalued companies to invest in.</p><p>5. Buying an excellent company at a reasonable price is better than buying a mediocre company at a low price.</p><p>Finding undervalued companies is not the only criterion, but also looking at the fundamentals of the stock to judge whether the company is excellent.</p><p>6. The risk comes from you not knowing what you are doing.</p><p>A little research can reduce a lot of risk and learn more about the market.</p><p>7. Never invest in a business you can't understand.</p><p>After understanding the benefits and risks of an asset, try to invest in it.</p><p>8. The best investment is to invest in yourself.</p><p>Invest in two things: your ability to make money and your ability to make the money work for you. Work has a certain time limit, but money can \"work\" 24/7, permanently.</p><p>9. Never rely on a single income, and use investment to create a second source of income.</p><p>Diversified, long-term investments are the secret to success.</p><p>10. I am afraid when others are greedy, and I am greedy when others are afraid.</p><p>People are irrational.</p><p>11. Don't give up what is attractive today because you think you will find something better tomorrow.</p><p>A bird in the hand is better than two in the forest.</p><p>12. The best opportunity for capital allocation is when the situation deteriorates.</p><p>A market downturn is the perfect time to find great companies that are undervalued.</p><p>13. When the tide recedes, you know who is swimming naked.</p><p>When the short-term irrational market factors recede, we will know who is investing and who is speculating.</p><p>14. Protect your reputation, which is more important than money.</p><p>Integrity-based.</p><p>15. The first investment principle is independent thinking and inner peace.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The world waits and listens to Buffett and Munger!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe world waits and listens to Buffett and Munger!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2022-04-29 20:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>From April 29 to May 1, local time (April 30 to May 2, Beijing time),<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway will be in Omaha, Nebraska, the hometown of its founder Warren Buffett<b>Hold the annual general meeting of shareholders,</b>It is the first time that it has returned to offline since the outbreak of the epidemic in 2019.</p><p><img src=\"https://static.tigerbbs.com/6f3199e7971184ea39b4a4a58a0c79d0\" tg-width=\"740\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/></p><p>This shareholders' meeting, also known as the \"Spring Festival Gala of the investment community\", has attracted the attention of the global investment community. It not only has video shows and exhibitions of Berkshire subsidiaries' products, but also provides investors with a rare opportunity to hear the speeches of legendary investors-Buffett, 92, and Charlie Munger, 98, who usually participate in hours of marathon question-and-answer sessions.</p><p><img src=\"https://static.tigerbbs.com/97ed3918c3547ee7e972bcfb9bb41fa3\" tg-width=\"499\" tg-height=\"785\" referrerpolicy=\"no-referrer\"/></p><p>It is estimated that more than 40,000 people may attend the scene. By then, Buffett's retirement plan, company successor, future investment plan, and views on the current market and global economy will inevitably become the focus of attention of all shareholders and even the global market.</p><p>Buffett, whose net worth exceeds US $100 billion, is known as the \"Oracle of Omaha\". The share price of his Class A shares of Berkshire Hathaway closed above US $500,000 for the first time in March this year, setting a record closing high. The performance far exceeded that of the S&P 500 index, which has been falling this year.</p><p><b>Berkshire Class A Stock</b>Is the stock originally issued by the company. As the company insisted on not paying dividends and splitting shares, its price soared rapidly over time, eventually becoming<b>One of the most expensive individual stocks on Wall Street. The company currently has a market capitalization of $743 billion.</b></p><p><img src=\"https://static.tigerbbs.com/a9c31dbdd6ebb793a60a7e0ecfad9fb5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>Specific arrangements for general meetings of shareholders</b></p><p>On Friday, April 29, local time, Berkshire Hathaway's shareholder meeting will be held at the CHI Health Center in the northern downtown area of Omaha.</p><p>As with the meeting arrangements of offline shareholders' meetings in previous years,<b>The conference also includes a full three-day schedule of events: weekend parties, peripheral meetings sponsored by investment advisors, and Berkshire<a href=\"https://laohu8.com/S/BRKR\">Brooke</a>5km walking run and other shopping activities sponsored by Sports Company.</b></p><p>The specific arrangements for Friday, April 29th are: receiving the attendance card, shareholder shopping and shareholder exclusive shopping night.</p><p><img src=\"https://static.tigerbbs.com/e416ed9379e7999aa9455eb818195054\" tg-width=\"1080\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/></p><p>The specific arrangements for Saturday, the 30th, are: the doors of the shareholders' meeting will be opened on site, and the usual video of the annual meeting will be broadcast.<b>Q&A session of the general meeting of shareholders,</b>Formal corporate business meetings as well as NFM Berkshire picnics.</p><p><img src=\"https://static.tigerbbs.com/465a981d63db6e69060f9f5df06bc732\" tg-width=\"882\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p>The specific arrangement for Sunday, May 1st is: \"Invest in Yourself\" five-kilometer race and an exclusive shopping day for shareholders.</p><p><img src=\"https://static.tigerbbs.com/f6ea29e26acc46f400076b7b4bbe7136\" tg-width=\"1080\" tg-height=\"214\" referrerpolicy=\"no-referrer\"/></p><p>This year's shareholders' meeting,<b>The most eye-catching part is undoubtedly the question and answer session.</b>On-site shareholders will be randomly selected, and CNBC reporters will sort out questions from shareholders who can't attend the meeting, and select those questions that she thinks people are most interested in.</p><p>Buffett will give shareholders full freedom. Buffett said in the invitation letter that any on-site shareholder who is drawn can ask questions simply by walking to any of the 11 microphones on the scene.</p><p><b>2. Will the retirement plan of being \"impeached\" in later years come true?</b></p><p>Just last week, CalPERS, the largest state public pension fund in the United States, disclosed its intention to vote for a shareholder proposal of Berkshire Hathaway to dismiss Buffett as chairman.</p><p>The fund holds more than $450 billion in total assets, including about $2.3 billion in Berkshire Hathaway stock. The National Law and Policy Center, one of the company's shareholders, called for the establishment of an independent chairman, saying that the chairman and CEO are held by the same official, which weakens the company's governance structure.</p><p>According to the proposal, Buffett can continue to serve as CEO. But Berkshire's board of directors opposed the proposal to remove Buffett as chairman. The board of directors said last month that \"as long as Buffett is CEO of Berkshire Hathaway, he should continue to serve as chairman and CEO.\"</p><p>The proposal looks to face an uphill struggle. In addition to the veto of the board of directors, Buffett himself holds 32% of the voting rights of the company.</p><p>However, half a month ago, in an exclusive interview with former well-known CBS host Charlie Rose, Buffett also admitted that his age had begun to have some influence on him, and occasionally he \"forgot his name and couldn't read as quickly as before\". He described himself as a \"rotting machine\" but still \"felt great\".</p><p>Therefore, some Wall Street analysts speculate that at this year's shareholder meeting, Buffett may give a retirement timetable and finally confirm Berkshire's future successor.</p><p><b>3. Two \"potential successors\" made their debut at the shareholders' meeting</b></p><p><img src=\"https://static.tigerbbs.com/2bd3a8e83156086137e4aeaad62d621e\" tg-width=\"1080\" tg-height=\"485\" referrerpolicy=\"no-referrer\"/></p><p><b>Not only will Buffett and Munger make a partner appearance again, but Greg Abel and Ajit Jain, who are regarded as Buffett's \"potential successors\" in the industry, will also attend.</b></p><p>Buffett promoted the two executives to Berkshire's board of directors in January 2018.</p><p>On May 3 last year, Buffett admitted in an interview with CNBC: \"The directors unanimously agreed that if I step down, Greg Abel, vice chairman of Berkshire's non-insurance business, will take over as CEO.\"</p><p>Abel, 59, has worked for a small electric utility called CalEnergy since 1992, becoming its president in 1998 and renaming the company to Mid-American Energy Holdings. This company was acquired by Berkshire Hathaway in 2000 and is now Berkshire Hathaway Energy (BHE). Abel served as CEO of the company from 2008 to 2018 and is now chairman.</p><p>According to Forbes, Abel holds a 1% stake in Berkshire Hathaway Energy, worth about $480 million, making up the bulk of his net worth. He also owns a trust in which he owns five Class A shares of Berkshire Hathaway, and he also keeps 2,363 Class B shares for family members. His Class A shares are worth about $2.8 million and his Class B shares are worth more than $400,000.</p><p>Mr. Jianwenjun once mentioned that, unlike Buffett and Munger, Abel, who is low-key by nature, does not like to stand in the spotlight. Nevertheless, the outside world is deeply impressed by his outstanding performance in mergers and acquisitions. His friend once described it this way: \"His life is work, and he hides his talents behind his humble attitude\".</p><p>Abel himself is not young. Therefore, it may make sense that Buffett wants him to be CEO of Berkshire Hathaway.</p><p>Another successor is Ajit Jain, vice chairman of Berkshire Hathaway's insurance business. Buffett previously admitted that Berkshire's board of directors has reached a consensus on who should take over as CEO immediately:</p><p><b>If something happens to me tonight, Greg will take over as CEO the next morning. If anything happens to Greg, another vice chairman, Ajit, will take over.</b><b>4. How will Buffett explain the investment logic with his recent frequent shots?</b></p><p>Since the beginning of this year, the global market has been an eventful year. Since the outbreak of the Russia-Ukraine conflict, Buffett, who is good at taking advantage of market turmoil to explore opportunities, has continued to buy<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>The company's stock holdings reached 136.4 million shares, accounting for 14.6% of Occidental Petroleum's outstanding shares, and are worth more than US $7.2 billion.</p><p>Soon after, Buffett made another move and will acquire insurance company Alleghany for $11.6 billion, which is Buffett's largest acquisition in six years.</p><p>Buffett buys another 121 million shares after binging oil stocks and buying insurance companies<a href=\"https://laohu8.com/S/HPQ\">Hewlett Packard</a>Stocks. The investment gives Berkshire a roughly 11.4% stake in HP, making it the PC and printer maker's largest shareholder.</p><p>According to Business Insider, James Shanahan, senior equity analyst at investment firm Edward Jones, expects two more deals to come next year. Berkshire Hathaway could spend about $4 billion to increase its stake in Pilot Flying J, the nation's largest truck rest stop operator, to 80% in early 2023.</p><p>Additionally, the company may soon acquire an 8% stake in Berkshire Hathaway Energy owned by Walter Scott Jr. 's family. That would bring its stake to more than 99%, Shanahan said.</p><p>That puts Berkshire Hathaway's investment likely to exceed $33 billion in 18 months, more than the $30 billion it put into the stock market in 2020.</p><p>At the end of 2021, Berkshire Hathaway had $144 billion in cash on its books. But regardless, Berkshire may still struggle to reduce its cash reserves. Shanahan noted that the company generates about $33 billion in free cash flow every five quarters:</p><p><b>Unless there are other investments, Berkshire is likely to still hold $150 billion in cash by mid-2023.</b>This week, Shanahan downgraded the stock to \"hold\" and claimed its current share price already reflects that the stock is likely to outperform its financial services industry peers this year.</p><p>At the upcoming shareholders' meeting, Buffett may give a more detailed response to recent investment actions and reveal his future investment prospects and plans. Buffett recently called the meeting a \"very, very important meeting.\"</p><p><b>5. \"Oracle of Omaha\" is by no means a vain reputation</b></p><p>Buffett's multiple accurate predictions of stocks and markets earned him the nickname \"Oracle of Omaha.\"</p><p>In 2011,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Having suffered the aftershocks of the subprime mortgage crisis and the stock price dropped to $7 a share from $19 a share the year before, Buffet smelled opportunity and bought $5 billion of Bank of America preferred shares.</p><p>The preferred shares came with warrants that would allow Buffet to buy 700 million shares of Bank of America at $7.14 each. When Buffett exercised his rights in 2017, he made $12 billion.</p><p>When the Dow Jones index fell below 600 in late 1974, Buffett told Forbes that he thought \"now is the time to start investing.\" By the time that interview was published, the Dow had gained nearly 15% to 660.</p><p>This prediction particularly highlights Buffett's investment philosophy:</p><p>Fear when others are greedy, greed when others are fearful. Whenever Buffett speaks, the world listens with bated breath. This time, let's also focus on this legendary figure together.</p><p><img src=\"https://static.tigerbbs.com/86265aa24c88e98c77bfcb35b6d9d942\" tg-width=\"800\" tg-height=\"532\" referrerpolicy=\"no-referrer\"/></p><p><b>6. Review the classic quotations of Buffett and Munger</b></p><p>At this shareholder meeting, known as the \"Spring Festival Gala of the investment community\", the most eye-catching thing is that Buffett, 92, and Munger, 98, will partner again to share their investment wisdom with global investors.</p><p>Before that, let us recall the wise investment views of Munger and Buffett.</p><p><b>1) 20 classic quotations from Munger</b></p><p><ul><li>Investment Wisdom</p><p></li></ul>1. People calculate too much and think too little.</p><p>2. It is worth noting how many long-term advantages people like us gain by trying not to be stupid, rather than trying to be very smart!</p><p>3. Generally speaking, jealousy, resentment and self-pity are disastrous ways of thinking. Excessive self-pity makes people border on paranoia, and paranoia is one of the hardest things to reverse. Let's not get caught up in self-pity.</p><p>4. What is basic and universal wisdom? The first rule is that you can't really understand anything if you just remember isolated facts and hard them together. If these facts are not collated into the memory grid, they exist in an unusable form. You have to build models in your brain.</p><p><ul><li>Wealth creation</p><p></li></ul>1. Making a lot of money is not about buying and selling, but about waiting.</p><p>2. What is the secret of success? \"Reason\".</p><p>3. The best way to get what you want is to make yourself worthy of it.</p><p>4. If I knew where I would die, I would never go to that place.</p><p><ul><li>The importance of learning</p><p></li></ul>1. There is no universal formula. You need to know a lot about business, human nature and numbers. Don't expect a magic system to do these tasks for you.</p><p>2. If you embark on the interdisciplinary road with ease, you will never want to go back, because it will be like cutting off your hands.</p><p>3. In my life, there is no smart person I know who doesn't read every day-no, none. Warren may surprise you how much he reads. He is a book with two legs.</p><p>4. Try to be smarter before getting up every day than before going to bed yesterday, day after day. If you live long enough, you will get what you deserve in the end.</p><p><ul><li>Circle of competence theory</p><p></li></ul>1. Knowing what you don't know is more useful than being smart.</p><p>2. If things are too difficult, let's jump over and change them. Is there anything easier than doing this?</p><p>3. You don't need to be smart, you just need to stay a little smarter than others for a long, long time.</p><p>4. There are three baskets, namely: entry, exit and too difficult. We must have enough insight, otherwise we will mistakenly throw into the \"too difficult\" basket.</p><p><ul><li>Code of Life</p><p></li></ul>1. \"Imitating the herd\" will make people return to mediocrity.</p><p>2. Life is like a poker game. Even if sometimes you get a card you like very much, you must learn to give up.</p><p>3. Learn to think things upside down. From the back, reverse thinking will help you find many problems.</p><p>4. Life is a series of \"opportunity costs\". You have to marry the best person you can find. How similar it is to investment!</p><p><b>2) Buffett's 15 investment mottos</b></p><p>1. The first rule is to never lose money, and the second rule is to keep the first rule in mind.</p><p>Buffett's golden rule is that any investor should make capital preservation the top priority when deciding to put money into the market. In other words, stay rational.</p><p>2. Someone sits in the shade today because he planted a tree a long time ago.</p><p>The core pillar of Buffett's long-term investment philosophy. In life and investing, it is necessary to think about the development trajectory of things.</p><p>3. If you don't want to own a stock for ten years, don't consider owning it for ten minutes.</p><p>Buffett handles the best insights into active and passive investing.</p><p>4. Whether we're talking about socks or stocks, I like to buy quality goods when prices are low.</p><p>The core of value investing is to find undervalued companies to invest in.</p><p>5. Buying an excellent company at a reasonable price is better than buying a mediocre company at a low price.</p><p>Finding undervalued companies is not the only criterion, but also looking at the fundamentals of the stock to judge whether the company is excellent.</p><p>6. The risk comes from you not knowing what you are doing.</p><p>A little research can reduce a lot of risk and learn more about the market.</p><p>7. Never invest in a business you can't understand.</p><p>After understanding the benefits and risks of an asset, try to invest in it.</p><p>8. The best investment is to invest in yourself.</p><p>Invest in two things: your ability to make money and your ability to make the money work for you. Work has a certain time limit, but money can \"work\" 24/7, permanently.</p><p>9. Never rely on a single income, and use investment to create a second source of income.</p><p>Diversified, long-term investments are the secret to success.</p><p>10. I am afraid when others are greedy, and I am greedy when others are afraid.</p><p>People are irrational.</p><p>11. Don't give up what is attractive today because you think you will find something better tomorrow.</p><p>A bird in the hand is better than two in the forest.</p><p>12. The best opportunity for capital allocation is when the situation deteriorates.</p><p>A market downturn is the perfect time to find great companies that are undervalued.</p><p>13. When the tide recedes, you know who is swimming naked.</p><p>When the short-term irrational market factors recede, we will know who is investing and who is speculating.</p><p>14. Protect your reputation, which is more important than money.</p><p>Integrity-based.</p><p>15. The first investment principle is independent thinking and inner peace.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f3199e7971184ea39b4a4a58a0c79d0","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179575802","content_text":"当地时间4月29日至5月1日(北京时间4月30日至5月2日),伯克希尔哈撒韦公司将在其创始人沃伦·巴菲特的家乡——内布拉斯加州奥马哈市举办年度股东大会,为自2019年疫情爆发以来首次回归线下举办。这次的股东大会也被称为是“投资界的春晚”,受到全球投资界的瞩目,不仅有视频秀、伯克希尔子公司产品的展销,而且还为投资者提供了难得的机会,可以听到传奇投资人——现年92岁的巴菲特和98岁的查理·芒格的讲话,他们通常会参加数小时的马拉松式问答环节。预计现场参加可能超过4万人。届时,巴菲特的退休计划、公司接班人、未来的投资计划以及对当前市场和全球经济的看法等,必然会成为所有股东乃至全球市场关注的焦点。净资产超过千亿美元的巴菲特被誉为是“奥马哈先知”,他旗下伯克希尔哈撒韦公司的A类股股价在今年3月首次收于50万美元上方,创下了历史收盘新高,表现远远超过超过了今年不住下跌的标普500指数大盘。伯克希尔A类股票是公司最初发行的股票。由于公司坚持不分红及拆股,随着时间的推移,其价格迅速飙升,最终成为华尔街最昂贵的个股之一。目前该公司市值为7430亿美元。1、股东大会的具体安排当地时间4月29日周五,伯克希尔哈撒韦公司的股东大会将在奥马哈市北部市区的 CHI Health Center 举办。与往年线下股东大会的会议安排一样,此次大会也包括了整整三天的活动日程:周末派对、投资顾问赞助的周边会议、伯克希尔旗下布鲁克斯体育公司赞助的5公里健步跑以及其他购物活动。4月29日周五的具体安排为:领取参会证,股东购物以及股东专享购物夜。30日周六的具体安排为:股东大会现场开门,播放年会惯例影片,股东大会问答环节,公司正式商务会议以及NFM伯克希尔野餐会。5月1日周日的具体安排为:“投资自己”五公里赛跑以及股东专享购物日。今年这场股东大会,最受瞩目的无疑是问答环节。现场股东将被随机抽选,CNBC的记者将整理无法出席会议的股东提问,并摘选出那些她认为人们最感兴趣的问题。巴菲特将给予股东们充分的自由度。巴菲特在邀请函中表示,任何被抽到的现场股东,只需走到现场11个麦克风前的任何一个,就可以进行提问。2、晚年遭到“弹劾” 退休计划会成真吗?就在上周,全美最大的州立公共养老基金加州公务员退休基金 CalPERS 披露,打算投票支持伯克希尔哈撒韦公司的一项股东提议——解除巴菲特的董事长职位。该基金持有超过4500亿美元的总资产,包括约23亿美元的伯克希尔哈撒韦公司股票。该公司股东之一的美国国家法律和政策中心,呼吁设立独立的董事长,称董事长和首席执行官由同一名官员担任,削弱了公司的治理结构。根据该提案,巴菲特可继续担任CEO。但伯克希尔董事会反对解除巴菲特董事长职位这一提议,该董事会上个月表示,“只要巴菲特担任伯克希尔哈撒韦公司的CEO,他就应该继续担任董事长兼CEO”。该提议看起来面临一场艰难的斗争。除了董事会的否决以外,巴菲特本人就持有该公司32%的投票权益。然而半个月前,在接受前CBS知名主持人查理·罗斯专访时,巴菲特也承认,年龄已经开始对他造成了一些影响,偶尔会“忘了名字,无法像以前那样快速阅读”。他称自己是一台“正在腐烂的机器”,但仍然“感觉很棒”。因此,有华尔街分析人士猜测,在今年的股东大会上,巴菲特或许会给出退休时间表,并最终确认伯克希尔未来的接班人。3、两位“潜在接班人”首次亮相股东大会不仅是巴菲特和芒格将再度搭档亮相,被业内看做巴菲特“潜在接班人”的 Greg Abel 和 Ajit Jain 也将一道出席。2018年1月,巴菲特提拔了这两名高管担任伯克希尔董事会成员。去年5月3日,巴菲特在接受CNBC采访时承认:“董事们一致同意,如果我卸任,将由伯克希尔非保险业务的副董事长Greg Abel接任CEO。”现年59岁的Abel从1992年开始在一家名为CalEnergy的小型电力公司工作,1998年成为该公司的总裁,并将公司更名为中美能源控股公司。这家公司在2000年被伯克希尔哈撒韦公司收购,现在为伯克希尔·哈撒韦能源公司(BHE)。Abel从2008年到2018年担任该公司的CEO,现在为董事长。据《福布斯》报道,Abel持有伯克希尔哈撒韦能源公司1%的股份,价值约4.8亿美元,占他净资产的大部分。他还拥有一个信托基金,在该基金中他拥有5股伯克希尔哈撒韦公司的A类股,他还为家庭成员保管了2363股的B类股。他的A类股票价值约280万美元,B类股票价值超过40万美元。见闻君曾提及,与巴菲特和芒格不同,生性低调的Abel不喜欢站在聚光灯下。尽管如此,并购交易方面的出色表现仍让外界对他印象深刻。他的朋友曾这么形容:“他的生活就是工作,他把自己的才能隐藏在谦逊的态度背后”。Abel自己也并不年轻了。因此,巴菲特想让他担任伯克希尔哈撒韦公司的CEO也许是有道理的。另一位接班人是伯克希尔哈撒韦公司保险业务的副董事长Ajit Jain。巴菲特此前坦言,伯克希尔董事会已经对谁应该立刻接班CEO达成了共识:如果我今晚发生什么事,Greg将在第二天早上接替CEO。如果Greg发生什么,另一位副董事长Ajit将接替。4、巴菲特近期频频出手 会如何解释投资逻辑?今年以来,全球市场值多事之秋。自俄乌冲突爆发以来,擅长利用市场动荡挖掘机会的巴菲特,持续买入西方石油公司的股票,持股累计达到1.364亿股,占西方石油在外流通股票的14.6%,价值超过72亿美元。不久之后,巴菲特再度出手,将以116亿美元收购保险公司Alleghany,这是巴菲特六年来最大的一笔收购。在狂买石油股、收购保险公司后,巴菲特再次买入1.21亿股惠普股票。这笔投资使伯克希尔获得了惠普约11.4%的股份,成为这家个人电脑和打印机制造商的最大股东。据Business Insider报道,投资公司Edward Jones的高级股票分析师James Shanahan预计,明年还会实现另外两笔交易。伯克希尔哈撒韦可能会斥资约40亿美元,在2023年初将其对全美最大卡车休息站运营商 Pilot Flying J 的股权提高到80%。此外,该公司可能很快就会收购 Walter Scott Jr. 家族持有的伯克希尔哈撒韦能源公司8%的股份。Shanahan说,这将使其持股比例超过99%。这使得伯克希尔哈撒韦公司在18个月内的投资可能超过330亿美元,超过其在2020年投入股市的300亿美元。截至2021年底,伯克希尔哈撒韦账面上的现金达到1440亿美元。但无论如何,伯克希尔可能仍难以减少其现金储备。Shanahan指出,该公司每五个季度产生约330亿美元的自由现金流:除非有其他的投资,否则到2023年中期,伯克希尔很有可能仍持有1500亿美元的现金。本周,Shanahan将该股评级下调至“持有”,并声称其当前股价已经反映出,该股今年的表现可能优于其金融服务业同行。在即将召开的股东大会上,巴菲特或许会对近期的投资动作给予更详细的回应,并透露其对未来的投资展望与计划。巴菲特最近称这次会议是“非常、非常重要的会议”。5、“奥马哈先知”绝非浪得虚名巴菲特对股票和市场的多次准确预测为他赢得了“奥马哈先知”(Oracle of Omaha)的绰号。2011年,美国银行遭受了次贷危机的余震,股价从前一年的每股19美元跌至每股7美元,巴菲特嗅到了机会的味道,购买了50亿美元的美国银行优先股。这些优先股附有认股权证,巴菲特可以以每股7.14美元的价格购买7亿股美国银行股票。当巴菲特在2017年行权时,他赚了120亿美元。1974年末,当道琼斯指数跌破600点时,巴菲特对《福布斯》表示,他认为“现在就是开始投资的时候了”。到那次采访发表时,道琼斯指数已经上涨了近15%,达到660点。这一预言尤其突显了巴菲特的投资哲学:在别人贪婪时恐惧,在别人恐惧时贪婪。每当巴菲特发言时,全世界都在屏息聆听。这一次,也让我们共同将目光聚焦在这一传奇人物的身上。6、温习下巴菲特和芒格的经典语录这场被誉为“投资界的春晚”的股东大会,最受瞩目的是现年92岁的巴菲特和98岁的芒格将再度搭档,与全球投资者分享他们的投资智慧。在此之前,让我们一起回忆一下芒格、巴菲特的睿智投资观点。 1)芒格的20条经典语录投资智慧1、人们算计得太多,而思考得太少。2、值得注意的是,像我们这样的人通过努力不变得愚蠢,而不是努力变得非常聪明,获得了多少长期优势!3、一般来说,嫉妒、怨恨和自怜都是灾难性的思维方式。过度自怜让人近乎偏执,而偏执是最难逆转的事情之一,我们不要陷入自怜的情绪中。4、什么是基本的、普世的智慧?第一条规则是,如果你只是记住孤立的事实,把他们硬凑起来,你就不可能真正理解任何事情。如果这些事实没有被整理进记忆网格中,它们就以不可使用的形式存在。你必须在你的大脑中建立模型。财富创造1、赚大钱,不在于买卖,而重在等待。2、成功的秘诀是什么?“理性”。3、要想得到你想要的东西,最好的办法是让自己配得上它。4、如果我知道我会死在哪里,我将永远不会去那个地方。学习的重要性1、没有万能公式,你需要了解很多关于商业、人性以及数字的知识,别指望有一个神奇的系统可以为你完成这些工作。2、如果你轻车熟路地走上跨学科的道路,你将永远不想往回走,因为那就像砍断你的双手一样。3、在我的一生中,认识的所有聪明人,没有一个不每天阅读的——没有,一个都没有。而沃伦读书之多,可能会让你感到吃惊,他是一本长了两条腿的书。4、试着每天起床前比昨天睡觉前聪明一点,一天又一天,如果你足够长寿,到头来你会得到你应得的东西。能力圈理论1、知道自己不知道的比聪明更有用。2、如果事情太难了,我们就跳过去换一个,还有什么比做到这一点更简单吗?3、你不需要很聪明,只需要在很长很长的时间内保持比其他人聪明一点点就够了。4、有三个篮筐,分别是:进入、退出和太难,我们必须有足够的洞察力,否则我们就错误投进“太难”的篮子里。生活准则1、“模仿牛群”会使人回归平庸。2、生活就像一场扑克游戏,即使有时候你会拿到一把非常喜欢的牌,但也要必须学会放弃。3、要学会把事情颠倒过来考虑,从后面来看,逆向思维会帮助你发现很多问题。4、人生就是一连串的 \"机会成本\",你要与你能找到的最好的人结婚,这与投资多么相似啊!2)巴菲特的15条投资箴言1、第一条规则是永远不要赔钱,第二条规则是牢记第一条规则。巴菲特的黄金法则,任何投资者在决定将资金投入市场时,都应该把保本作为首要任务。换句话说,保持理性。2、有人今天坐在树荫下,是因为他很久以前种了一棵树。巴菲特长期投资理念的核心支柱。在生活和投资中,必须思考事物的发展轨迹。3、如果你不愿意拥有一只股票十年,那就不要考虑拥有它十分钟。巴菲特处理主动和被动投资的最佳洞察。4、无论我们是谈论袜子还是股票,我都喜欢在低价时购买优质商品。价值投资的内核,寻找被低估的公司进行投资。5、以合理的价格买入一家优秀的公司,胜于低价买入一家平庸的公司。寻找被低估的公司不是唯一的标准,还要看股票基本面,判断公司是否出色。6、风险来自于你不知道自己在做些什么。一点研究就能减少很多风险,多了解市场。7、永远不要投资你无法理解的业务。了解资产的收益和风险后,再尝试投资它。8、最好的投资就是投资自己 。投资两件事:你赚钱的能力和让钱为你工作的能力。工作有一定的时间限制,但金钱可以全天候、永久地“工作”。9、永远不要依赖于单一收入,用投资创造第二收入来源。多元化、长期投资是成功的秘诀。10、别人贪婪时我恐惧,别人恐惧时我贪婪。人是非理性的。11、不要因为你认为明天会找到更好的东西,而放弃今天有吸引力的东西。一鸟在手胜过两鸟在林。12、资本配置的最佳机会是在情况恶化时。市场低迷是寻找被低估的优秀公司的最佳时机。13、当潮水退去才知道谁在裸泳。当短期非理性的市场因素退去后,才会知道谁是在投资,谁是在投机。14、保护好你的信誉,这比金钱更重要。诚信为本。15、第一大投资原则是独立思考和内心的平静。","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087651177,"gmtCreate":1651013986201,"gmtModify":1676534831741,"author":{"id":"4112682212562272","authorId":"4112682212562272","name":"舒虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112682212562272","authorIdStr":"4112682212562272"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>💰💰","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>💰💰","text":"$特斯拉(TSLA)$💰💰","images":[{"img":"https://community-static.tradeup.com/news/b4b8bb8dd6ed4b086d846967eabbd100","width":"1125","height":"3139"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087651177","isVote":1,"tweetType":1,"viewCount":1354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9087653464,"gmtCreate":1651013942635,"gmtModify":1676534831731,"author":{"id":"4112682212562272","authorId":"4112682212562272","name":"舒虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112682212562272","authorIdStr":"4112682212562272"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>💰💰","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>💰💰","text":"$特斯拉(TSLA)$💰💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087653464","isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087627347,"gmtCreate":1651013783068,"gmtModify":1676534831637,"author":{"id":"4112682212562272","authorId":"4112682212562272","name":"舒虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112682212562272","authorIdStr":"4112682212562272"},"themes":[],"htmlText":"😢","listText":"😢","text":"😢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087627347","repostId":"1175435711","repostType":4,"isVote":1,"tweetType":1,"viewCount":1128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084111707,"gmtCreate":1650840559379,"gmtModify":1676534799115,"author":{"id":"4112682212562272","authorId":"4112682212562272","name":"舒虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112682212562272","authorIdStr":"4112682212562272"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>gg","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>gg","text":"$Grab Holdings(GRAB)$gg","images":[{"img":"https://community-static.tradeup.com/news/6187cc81c5ac42acd6fd602cdc171a7d","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084111707","isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9082575347,"gmtCreate":1650588241803,"gmtModify":1676534758602,"author":{"id":"4112682212562272","authorId":"4112682212562272","name":"舒虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112682212562272","authorIdStr":"4112682212562272"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U96.SI\">$胜科工业(U96.SI)$</a>upupup","listText":"<a href=\"https://ttm.financial/S/U96.SI\">$胜科工业(U96.SI)$</a>upupup","text":"$胜科工业(U96.SI)$upupup","images":[{"img":"https://community-static.tradeup.com/news/a05aaa2ded1cd09f84d16efa188adfba","width":"1125","height":"2203"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082575347","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9086536573,"gmtCreate":1650468390154,"gmtModify":1676534731307,"author":{"id":"4112682212562272","authorId":"4112682212562272","name":"舒虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112682212562272","authorIdStr":"4112682212562272"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NFLX\">$奈飞(NFLX)$</a>Netflix","listText":"<a href=\"https://ttm.financial/S/NFLX\">$奈飞(NFLX)$</a>Netflix","text":"$奈飞(NFLX)$Netflix","images":[{"img":"https://community-static.tradeup.com/news/ff915b87751a8de3fe7b4d13ed892cb9","width":"1125","height":"2968"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086536573","isVote":1,"tweetType":1,"viewCount":1306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081647670,"gmtCreate":1650242494210,"gmtModify":1676534676057,"author":{"id":"4112682212562272","authorId":"4112682212562272","name":"舒虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112682212562272","authorIdStr":"4112682212562272"},"themes":[],"htmlText":"good morning","listText":"good morning","text":"good morning","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081647670","isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089378008,"gmtCreate":1649958311184,"gmtModify":1676534616176,"author":{"id":"4112682212562272","authorId":"4112682212562272","name":"舒虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112682212562272","authorIdStr":"4112682212562272"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>tiger","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>tiger","text":"$老虎证券(TIGR)$tiger","images":[{"img":"https://community-static.tradeup.com/news/915e09ed8bf9e0e24e1879366397419e","width":"1125","height":"2950"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089378008","isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}