K****D
发帖数: 30533 | 1 I did a calculation, since inception, BRK.B's yearly return is about 0.8%
lower than BRK.A. The past 5 years they are almost the same.
voting
but |
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h*******y
发帖数: 864 | 2 I didn't mean that their return should be different. I am just saying that
BRK.B should offers a discount to BRK.A, it is normal to expect that
although the discount should be less than 2%. Buffett himself said in his
chairman's letter in 1999 that "We will favor purchase of the B shares if
they are selling at more than a 2% discount to the A."
http://www.berkshirehathaway.com/letters/final1999pdf.pdf |
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K****D
发帖数: 30533 | 3 haha, BRK.B -4% today, BRK.A only -1.7%. |
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z*3
发帖数: 9 | 4 Buffet has complained about this in his latest letter to BRK shareholders.
BRK is operating at higher cost (than its competitors) because it can not
get TRAP.
This totally sucks, how could less efficient corporates benefit the whole
society in long run? |
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u*****n
发帖数: 160 | 5 Why don't we start a discussion on strategy and "qie cuo":
I used the following ones current:
1) risk arbitrage (CEG for example)
2) statistical arbitrage (for example BRK.A and BRK.B)
3) sell way out of money put (for example, sell 7.5$ and 10$, two month away
put of WFC when WFC was crashed close 10$ and below 10$)
4) Macro analysis (long SRS or short URE, short SSO)
5) take adavantage of leveage slippage (short SDS and short SSO
simuatenously)
How about you? I am willing to elaborate my stra |
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s**********n
发帖数: 868 | 6 公司的价值在于其潜在的分红能力，而潜在的分红能力归根结底在于其赢利能力，目前
分不分红只是暂时的。即使公司目前的政策是不分红将来也可以改么，management抓着
大把cash没有好的投资的时候shareholder自然会要求分红。
打个比方说，只要Buffet的公司一切正常，你不用担心你手上的BRK.B因为不分红
而没有下家接手，因为如果BRK.B如果很便宜的话（比如说0.5*book value）一定会有
有钱人合伙收购控股，然后给自己分分红啊，拆开来变卖资产啦，怎么玩都有得赚。 |
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d*****r
发帖数: 273 | 7 I won't compare any stock with brk.a. Warren Buffet is in his own league.
BRK owns 200 million KO shares. |
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z****7
发帖数: 880 | 8 brk.a的book中有50B的good will,我一般计算tangible book value
另外brk.a的235B的liability比08年明显高太多,如果股市崩了,老巴抗打击能力也许不会比sp500强.
high,
the |
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q****x
发帖数: 7404 | 9 看上去老巴才是金融之王。BRK.B本身排名第二，WFC，BAC，USB，AXP是他的重仓。金
融危机时买的GS优先股也还在吧？
1 Wells Fargo & Co. WFC 9.88%
2 Berkshire Hathaway'B' BRK.B 8.26%
3 JPMorgan Chase & Co. JPM 7.64%
4 Citigroup Inc. C 4.60%
5 Bank of America Corp. BAC 4.51%
6 U.S. BANCORP USB 3.50%
7 American Express Co. AXP 3.37%
8 Goldman Sachs Group Inc. GS 2.82%
9 ... 阅读全帖 |
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f****n
发帖数: 3036 | 11 建议在P/B 1.3左右或以下再买，margin of safety较高。当然降到1.2以下的窗口不大
，那时候该回购了。 |
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M*****8
发帖数: 17722 | 12 【 以下文字转载自 Military 讨论区 】
发信人: MB80528 (肥猫(Contrarian)[食MM而肥]), 信区: Military
标 题: Re: 2013年7月9日最新的1688个看跌的股票。
发信站: BBS 未名空间站 (Tue Jul 9 22:18:23 2013, 美东)
2013年7月9日最新的1688个看跌的股票。
多数到顶。墙街已深入插管，吸血在即。
排列依次为，号码，股票符号，收市价。
#0001, A , 44.6000
#0002, AA , 7.9010
#0003, AAGIY , 17.1600
#0004, AAMRQ , 4.7300
#0005, AAN , 28.9700
#0006, AAON , 24.7400
#0007, AAP , 83.2000
#0008, AAUKY , 9.5300
#0009, ABAX , 50.2800
#0010, AB... 阅读全帖 |
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b***i
发帖数: 3043 | 15 天还好用。今天发现，定了78F，结果室内温度维持在83。室内的出风口有风，但是
不冷。室外那个东西，
RHEEM RAB-048JAZ，96年12月制造，没有任何动静，该风扇不转
SN 5764 M5196 .... outdoor use
Volts 208/230 Phase 1 Hertz 60
Compressor R.L.A. 23.7/23.7 L.R.A. 131
Outdoor fan motor: F.L.A. 2.0 P 1/3
min supply circuit ampacity 32/32 ap
max fuse or ckt brk size 50/50
min fuse or ckt brk size 35/35 amp
已连续加了几年? 5年内没加过。
几月份加? 加了多少磅? 加了后能支持多久?
加以前 suction pressure ? Superheat (如果有)? 不知道
加以前 liquid pressure ? 没有
是否曾经用过紫外线测漏? 没有
是否曾经用过所谓的 Coil/Leak Repair Kit? 没有
冷气机 Loca... 阅读全帖 |
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d******l
发帖数: 577 | 16 99年的老空调，到现在也没出过问题，前几天突然不好用， 找人来看，结果发现是外
机跳闸了，当时还以为是新邻居不小心按错了闸，结果今天又不好用，外机的闸是好的
，于是又找人来看，这次是里面的闸跳了。 修空调的说是因为最近太热了，
compressor consume high amp ，然后说标签上写的
Max Fuse OR CKT. BRK. Size 30/30
Min Fuse OR CKT. BRK. SIze 25/25
目前室内的breaker 是25 ，建议换30. 如果还是不好用，就需要换空调，请问大牛看
看这样对吗? |
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r*m
发帖数: 16380 | 17 just looked at BRK-B performance in the past 3 years.
It lost more than 50% from the high of $5000 to a low of $2300, and
recovered to $3300 as of today's close.
My account got slammed almost as bad in this down turn, but recovered much
much faster than BRK-B. |
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l*******r
发帖数: 3799 | 18 It was priced into BRK. If BNI can make 100B/year, BRK will soar up. |
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l******2
发帖数: 5522 | 19 老巴买下他的BRK时， 曾经只是一家纺织厂。 当时的纺织也正在走下坡路。 老爸并没
有把纺织厂赚来的钱重新突入生产， 而是拿去做投资。 直到80s， 老爸不得不关闭这
家纺织厂， 因为亏损。 but who cares, 这时的BRK已经成为世界顶级的控股公司
years |
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l******2
发帖数: 5522 | 20 司马懿串魏， 几十年磨一剑
我也在磨剑等机会。 BRK.A我会买的， 但是不是现在。
老巴说， 那天他死了， BRK的股价一定会大跌， 那时才是买入便宜到吓人的好股票 |
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t****g
发帖数: 35582 | 22 BRK没有直接投资BAC，通过Geico投了一些。
BRK直接投了wellsfargo，老巴还是有眼光，知道BAC挫:) |
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l******2
发帖数: 5522 | 23 BRK.B is more expensive than BRK.A |
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I***e
发帖数: 1136 | 24 Berkshire Hathaway.
Low price symbol is: BRK/B.
Or, if you have millions of dollars, buy some shares of BRK.A, which is over
100,000 per share.
Now, Berkshire's book value is very close to the stock price. This is the
second time the company's Price/Book value falls under 110%. If you have
multi year holding horizon, might be a good time to buy.
On the other hand, there are many risk factors associated with this stock.
The biggest concern is succession plan. I guess it is pretty safe to say
that... 阅读全帖 |
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G*******m
发帖数: 16326 | 26 胡说八道。
10万元一股是指BRK-A，是他卖了10万一股的BRK-A，买了BAC5亿股优先股。
期权合约是他有权以50亿的价格购买7亿股BAC，当然如果BAC股价下跌，他可以1股BAC也不买的。 |
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G*******m
发帖数: 16326 | 27 他当时卖BRK-A的时候，BRK-A的市场价格是高于10万的。
所以买卖双方商定的价格有一个折扣，10万一股，不然没有人愿意一下子买这么多了。 |
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k**o
发帖数: 15334 | 28 BRK.A是各大fund用来装逼用的，BRK.B是给人类交易的。 |
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m********u
发帖数: 105 | 29 新浪财经讯 北京时间5月3日晚间消息，周五盘前美股期指走高。美国4月非农就业人数
增加16.5万、失业率降至7.5%，均好于市场预期。
美东时间5月3日08:37(北京时间5月3日20:37)，道琼斯工业平均指数期货上涨101
点，报14,861点；纳斯达克[微博]100指数期货上涨18.75点，报2,920.7点；标准普尔
500指数期货上涨8.70点，报1,601点。
经济数据面，美国劳工部宣布，4月非农就业人数环比增16.5万。据彭博社对90名
经济学家的调查中值，平均预期为环增14万。3月非农就业环增8.8万。
劳工部还报告称，美国4月失业率为7.5%。据彭博社调查，经济学家对此的平均预
期为7.6%。3月失业率为7.6%。
接受MW调查的经济学家平均预期非农就业人数增加13.5万、失业率保持7.6%不变。
ISM服务业数据、3月工厂订单数据将于美东时间周五上午10点公布。
周四美国股市收高。标普500指数刷新收盘与盘中两项历史纪录。欧洲央行宣布降
息，美国上周初请失业金人数意外降至5年多以来新低，提振了市场情绪。
当天道指上涨130.63点或0.89%，收于14,831.58... 阅读全帖 |
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M*****8
发帖数: 17722 | 30 【 以下文字转载自 Military 讨论区 】
发信人: MB80528 (肥猫(Contrarian)[食MM而肥]), 信区: Military
标 题: Re: 2013年7月9日最新的1688个看跌的股票。
发信站: BBS 未名空间站 (Tue Jul 9 22:18:23 2013, 美东)
2013年7月9日最新的1688个看跌的股票。
多数到顶。墙街已深入插管，吸血在即。
排列依次为，号码，股票符号，收市价。
#0001, A , 44.6000
#0002, AA , 7.9010
#0003, AAGIY , 17.1600
#0004, AAMRQ , 4.7300
#0005, AAN , 28.9700
#0006, AAON , 24.7400
#0007, AAP , 83.2000
#0008, AAUKY , 9.5300
#0009, ABAX , 50.2800
#0010, AB... 阅读全帖 |
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w******e
发帖数: 142 | 31 有20万直接brk-A，2万就搞diaoshi点的brk-b.跟着巴大爷的公司，直接buy-and-hold
。话说这个就是我不明白的一点，大家都说巴大爷是股市怪才，为毛大家不直接买他的
公司就好了，轻松加愉快的嘛，为啥大家还在拼了命的想自己可以比巴菲特赚的多？毕
竟大家没有那么多内线，想beat老巴是很难的啊。 |
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a*****e
发帖数: 16445 | 32 GS说的话还是别看了，史上最贪婪无耻的公司。这些股票的表现比大盘差远了。不如买
巴菲特的brk.a or brk.b |
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u******4
发帖数: 4281 | 33 Here are the top 10 companies in the Fortune 500 list for 2014:
Walmart
ExxonMobil
Chevron (CVX)
Berkshire Hathaway (BRK.A, BRK.B)
Apple
Phillips 66 (PSX)
General Motors (GM)
Ford Motor (F)
General Electric (GE)
Valero Energy (VLO) |
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b*****p
发帖数: 9649 | 34 Arthur Hill On Goals, Style and Strategy
http://stockcharts.com/school/doku.php?id=chart_school:trading_
Before investing or trading, it is important to develop a strategy or game
plan that is consistent with your goals and style. The ultimate goal is to
make money (win), but there are many different methods to go about it.
As with many aspects of trading, many sports offer a good analogy. A
football team with goals geared towards ball control and low-scoring games
might adapt a conservative sty... 阅读全帖 |
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d******5
发帖数: 4273 | 36 Buffett ups IBM/SU/DE stakes, exits XOM/COP, enters QSR/FOXA
Warren Buffett added to his IBM bet amid the IT giant's Q4 selloff:
Berkshire Hathaway (BRK.A, BRK.B) owned 77M IBM shares at the end of
Q4, up from 70.5M at the end of Q3. (13F filing)
Berkshire also upped its stake in Suncor (NYSE:SU) by nearly 4M shares
to 22.4M as oil prices plunged. However, the firm dumped the 41M-share
stake in Exxon Mobil (NYSE:XOM) it held at the end of Q3, and its 5M-
share stake in ConocoPhillips (NYSE:COP).... 阅读全帖 |
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d******5
发帖数: 4273 | 37 Buffett ups IBM/SU/DE stakes, exits XOM/COP, enters QSR/FOXA
Warren Buffett added to his IBM bet amid the IT giant's Q4 selloff:
Berkshire Hathaway (BRK.A, BRK.B) owned 77M IBM shares at the end of
Q4, up from 70.5M at the end of Q3. (13F filing)
Berkshire also upped its stake in Suncor (NYSE:SU) by nearly 4M shares
to 22.4M as oil prices plunged. However, the firm dumped the 41M-share
stake in Exxon Mobil (NYSE:XOM) it held at the end of Q3, and its 5M-
share stake in ConocoPhillips (NYSE:COP).... 阅读全帖 |
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l******1
发帖数: 380 | 39 BRK/A book value 150000
巴菲特在连续4年的股东信里提到,BRK/A只要股价低于book value 120%, 股票回购立刻
启动, 永不作废. |
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g*********9
发帖数: 1285 | 41 brk.a就跌那么一点，他就敢回购？现在随便买个大石油股，都比brk.a强。 |
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y***r
发帖数: 16594 | 42 ACKMAN 的话，可以解释去年苹果股价的各种不如意。。。。
我早给你们概括了：“ It is dragged down by its own weigh, period.”
细节很复杂，包括什么growth to value呀，index fund buy when price up,index
fund sell when price down. The trend continue until value investors come up.
一句话就是： 老大不好当。
今年应该不一样了，把老大的位置让给GOOGLE就好了。。。
下面是转发。
Index Funds
Index funds and other passive managers have gained increasing market share
in recent years. Investing capital in funds and ETFs that track major market
indexes has recently been what one might call a “one way b... 阅读全帖 |
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y***r
发帖数: 16594 | 43 ACKMAN 的话，可以解释去年苹果股价的各种不如意。。。。
我早给你们概括了：“ It is dragged down by its own weigh, period.”
细节很复杂，包括什么growth to value呀，index fund buy when price up,index
fund sell when price down. The trend continue until value investors come up.
一句话就是： 老大不好当。
今年应该不一样了，把老大的位置让给GOOGLE就好了。。。
下面是转发。
Index Funds
Index funds and other passive managers have gained increasing market share
in recent years. Investing capital in funds and ETFs that track major market
indexes has recently been what one might call a “one way b... 阅读全帖 |
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l***c
发帖数: 1634 | 47 axp和wfc我还赞同
这两货一看都是累赘啊
拿出10%的仓位 limit order了一个120的brk-b，截止日期下周五
btw，丽娟的brk-a亏废没？ |
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w****e
发帖数: 1883 | 48 你就更傻了，拿什么BRK做例子，BRK本来就是个基金不是个公司，你跟楼主一对儿拎不
清。
：你在胡扯什么东西？ 把不相干的东西扯在一起扯这么顺还真有你的。
：读书背概念背傻了？ |
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i******r
发帖数: 1175 | 49 He wanted to add to position.
https://www.thestreet.com/story/13836340/1/warren-buffet-denies-speaking-to-
wells-fargo-wfc-board.html
"Number one, Warren Buffet has spoken to the Wells Fargo board directly and
has expressed his extreme dissatisfaction and the need for a radical
transformation of the bank's ethics in no uncertain terms. Number two Buffet
will not sell his Wells Fargo stock; he is committed to the investment.
Number three, should Wells Fargo remedy the issue it is entirely possibl... 阅读全帖 |
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z**********3
发帖数: 11979 | 50 After famously shunning the airline industry for ever, Warren Buffett has
jumped in, with Berkshire Hathaway (BRK.A,BRK.B) showing stakes in
American Airlines (NASDAQ:AAL), United Continental (NYSE:UAL), and Delta
Airlines (NYSE:DAL) as of Sept. 30. |
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