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h*********a
发帖数: 50 | 3 Malden Center 大单房出租， 宽敞明亮，离橙线地铁站步行7分钟，地铁可直到东北大
学，MGH，Massachusetts Hospital。门口也有bus到地铁站，离bus站仅1 分钟，有停
车位。附近有Stop&Shop超市和88超市。仅限单身女生。价格面议。有意者请联系 黄先
生 617-372-0452 brk |
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T*******t
发帖数: 9274 | 4 我推荐The Essays of Warren Buffett : Lessons for Corporate America
里面的内容都是取自历年BRK的annual reports，比直接读annual reports
有意思一些。 |
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T*******t
发帖数: 9274 | 6 hoho...老巴的这些option灰常exotic啊。 |
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b****e
发帖数: 460 | 8 应该没什么问题吧
老杨82还那什么来着
这种动脑的人比较长寿
另外,老巴的公司结构造成了有他没他公司照样赚钱 |
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s**********n
发帖数: 868 | 9 You have enough cash to buy BRK.A? |
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i******l
发帖数: 828 | 10 除了回报低，成本高之外， 还有一个最大的问题就是，if AIG can go under, any
insurance company can. BRK is not an exception. hehe
Designed to Decieve
By FREDERIC G. MARKS
Equity-indexed annuities.
AN EQUITY-INDEXED ANNUITY IS AN INSURANCE-COMPANY product that's marketed as
a way to lock in stock-market gains when the market is rising, while
protecting principal against losses when the market is falling. What could
be better than that?
Not so surprisingly, these annuities, known as EIAs, have been selling at
the rate of |
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s********h
发帖数: 158 | 11 many famous investors such as benjamin graham, phil fisher, peter lynch,
george soros, jim rogers, etc... have written books containing invaluable
investment lessons and ideas.
as the world-best investor, buffett has published non other than his annual
letters to brk's shareholders. despite the abundance of information
contained in the letters, it is left to be assembled and interpreted by the
readers on their own. cunningham did a good job putting together the pieces
from the letters in his boo |
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w*****m
发帖数: 21 | 13 I bought 200 shares Leucadia National Corp (LUK) at $23.45 on September 3,
2009. I paid additional $4.95 for this transaction. During this downturn and
previous Katrina disaster, I have bought BRK.B, BAM and L that have
business models similar to LUK. I still have others on my watch list. In its
2008 annual report, LUK summarized its business model:
"We tend to be buyers of assets and companies that are troubled or out of
favor and as a result are selling substantially below the values, which we |
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K****D
发帖数: 30533 | 14 BRK.A doesn't seem to perform well this year. YTD 3.66% while
S&P 14.8%. |
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s****a
发帖数: 528 | 18 What about last year?
In 3 years respective? |
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s********h
发帖数: 158 | 19 i am a brk shareholder but i went to omaha to work with a bank, and didn't
have time to go to the annual meeting. if u plan to go, u should book hotel/
car very much ahead of time.
for visiting, the weather in may is quite good. omaha is a small town and
shouldn't take more than 2 days to see everything.
if u r a steak fan, u'll find the best steaks there. unlike everyone else
who eats steak with red wine, warren does it with cherry coke. maybe that's
the recipe to be smarter than everyone else. |
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p***n
发帖数: 635 | 20 【 以下文字转载自 Stock 讨论区 】
发信人: payan (【...第七大闲人】), 信区: Stock
标 题: 有人了解SYA的业务么？
发信站: BBS 未名空间站 (Fri Mar 5 22:14:56 2010, 美东)
Symetra Financial Corporation
BRK持有这个公司一部分股份。
把它的业务信息（对大众公开的部分）简单说说？
最近价钱跌到IPO以来最低点了。 |
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f**********r
发帖数: 2137 | 21 只有傻瓜才去相信那些价值投资的东西,BRK是一家很复杂的金融机构
他用了很多activist investing, distressed debt这些对冲基金的投资策略
本身拥有的保险业和全世界最大的option writing机构，挣超多的premium和cash flow
,再拿去投资别的生意
还用forward contract卖空100多亿美元
10 |
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s********n
发帖数: 1962 | 22 把买个股说成是“存银行”一样，这个误导太大了。就算是 BRK 也没人敢这么说。
说话要负责任，啥叫“不用担心”？BAC 和 GE 都是风险偏大的股票。你以为股市
连涨一年就不再是股市了？
心。 |
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c**********l
发帖数: 606 | 23 $2500 足够自学的了。不管大帐小帐，自己心里有数总不错的。
要是能请到自助餐或许值得，不然2-3K 打水漂自己还没玩着。
话说回来，请自助餐用不了2K，只要10快买个BRK。B就行。 |
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c*******k
发帖数: 1308 | 24 请问, 什么是BRK.B啊? 你所说的自助餐是指Warren Buffet吗? |
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m*****u
发帖数: 1342 | 25 I can think of couple reasons
1) He seems value in BNSF;
2) He want to use some cash so that his successor won't have too much cash
to squander (this is legit
considering his age, and a lot of times people make mistake when they are
rich);
3) Last but most important, financial crisis taught Buffett a lesson:
liquidity is very important. GE and GS got
his endorsement and got cash by issuing stocks in one day. Buffett could not
do that before buying BNSF and
the stock split. Now he can. BRK is S&P |
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m*****u
发帖数: 1342 | 26 My typo. Should be "BNI is a good investment too". Sorry :-)
In theory he can split the stock anytime he wants, but this BNI buy gave me
a perfect excuse. Otherwise
people will ask "why he split stock?" because in the past he does not like
stock split.
It is a good thing for BRK shareholders getting in S&P.
don'
it |
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f****r
发帖数: 5118 | 27 有一点不懂，为什么buy BNI有利于split BRK/B呢？两件没有关系吧？ |
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s********h
发帖数: 158 | 28 with exception of BRK, i've been avoiding investing in firms with dual class
structure through which the controlling parties own all or majority of the
voting power. amongst many reaons, 1) it just doesn't seem fair that share
holder put up the capital but have no influence on how the companies should
be run; 2) even if the company is undervalued by the market, a buy-out by
another party is not possible, and this implies reduced downside protection.
anyhow, i am just wondering what you guys thin |
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c*v
发帖数: 93 | 29 所以继承人一说,多少有误导.老巴说过他走以后,他的工作会一分为三: Chairman,CEO
and CIO. Chairman 是他大儿子(好像也有人说会是盖茨), CEO 被盛传会是David
Sokol,CIO 呢,好像还有可能几个人同时担任.
老巴以后的BRK, 价值创造会越来越不依赖股票投资,更多的要靠private deals和已经
有的数十个operating companies. CEO的分量比CIO要高出数倍. |
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w***n
发帖数: 1519 | 30 KO 应该算分红比较大方而且持续增长的吧？而且20年来它的股价本身也涨了很多倍，
但是如果拿它和一分钱红利没分过的brk.a 相比，给投资者的回报还是有差距。何况分
红你得不断缴税，股价的增值部分，你只要不卖就不用缴税。可能投资风格不一样吧。
如果这公司的管理层有眼光，我宁愿它一分钱红利不分，全拿来发展公司，这样回报更
好。
hold |
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h**********e
发帖数: 413 | 31 买B股不一样吗？看history chart 都一样
BRK-B Berkshire Hathaway Inc. 83.30/share |
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z****7
发帖数: 880 | 32 巴菲特的BRK.A近5年来赚了11%,平均每年2%
你认为metlife的公司债每年能赚7%?
告诉我每年7%的投资级公司债,我直接去买得了
利润上bond的确能跌10%，如果SP500成分股有1/10的公司“彻底破产”。 公司破产，
股东拿不到
钱。 公司彻底破产， 债权人也拿不到钱。 如果剩下的9/10的公司债权能产生7%的利
息， 损失只
有3%。 |
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z****7
发帖数: 880 | 35 巴菲特最近十年敲打市场不多啊
brk.a 5%
500 index 4.6%
就是一个不分红的index mutual fund |
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q****x
发帖数: 7404 | 36 sp has 2% div. brk lost |
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S**C
发帖数: 2964 | 37 BRK P/B is 1.2, not 1.9.
SP500 companies earning and gross margin are at or close to historical high,
unless "this time is different", wink wink, they are set to reverse to the
mean. |
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z****7
发帖数: 880 | 38 我的意思是从价值投资的角度讲brk.a相比sp 500来讲没有特别的投资价值.你老兄的买
Hig的事还有不知道的? |
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z****7
发帖数: 880 | 39 阿三你好,看来你最近靠BRK敲打了市场，要不你来点官科？ |
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q****x
发帖数: 7404 | 40 SP500权重排名前二十，金融股最高也排十名以外了。
AAPL 4.4
XOM 3.25
IBM 1.9
MSFT 1.81
GE 1.7
T 1.67
CVX 1.65
JNJ 1.45
PG 1.44
KO 1.43
WFC 1.4
PFE 1.39
GOOG 1.28
PM 1.23
BRK/B 1.17
JPM 1.08
INTC 1.07
VZ 0.98
MRK 0.96
WMT 0.95 |
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S**C
发帖数: 2964 | 41 Tell me why BRK was not included in S&P 500 until year 2010. You simply do
not know what you are talking about. |
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t***n
发帖数: 546 | 42 你说得对，tsm其实也是包括了brk的。sp500只是一个简化了的模型
★ 发自iPhone App: ChineseWeb - 中文网站浏览器 |
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S**C
发帖数: 2964 | 43 There is no free lunch in bond market, which is far more efficient than
stock market, to say lower rating bonds overall has lower total risk is
absurd, even at this point of time. One scenario is Japan II or global Japan
II for the next 10-20 years. Those muni insurers are small potatos, easily
get overwhelmed in financial distress. The fact BRK no longer insure muni
tell me a lot of things. GNW is not GM, OK, AIG is not GM either, GM is
doing pretty good in early 2000, so what? Junk bond doing ... 阅读全帖 |
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S**C
发帖数: 2964 | 46 There is no insurance company which runs a good equity heavy portfolio
besides BRK. That tell me something, whether they can or cannot run such a
portfolio doesn't matter, they do not have/need the expertise to do so.
Most of us who need to carry a life insurance policies are relatively young,
and need to have an equity heavy portfolio to meet our goals for retirement
, the insurance companies just do not have the expertise, so why invest with
them? And I do not need to go to the fees and all th... 阅读全帖 |
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S*******s
发帖数: 10098 | 47 你提出来的问题很好， 通常在投资行业的人和钻研投资的人会这么问。
先斟别一下，BRK旗下的是 Property & Casualty保，不是寿保。
privately hold 而且大的寿保公司在投资方面很分散，旗下有很多子公司经营着各种
业务，而不光是把投保人的premium拿到股票市场/债券市场去取得index回报， 还会在
私暮，地产，旅游业等等取得一定的收益，因privately hold公司投保人同时也是
owner/参
股人， 因此公司效益会分派红利给policy holder.
比如，MussMutual 和New York Life are mutually-held companies. 旗下的公司
teams我见过。 MussMutual旗下管理着 $600 billion retirement assets under
management. 子公司Oppenheimer 和 Fidelity 是竞争对手. New York Life旗下的
Private Equity team 我以前和他们每年1次例会.
young,
retirement
with
f... 阅读全帖 |
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j******3
发帖数: 18319 | 48 没有买房子的打算是吧。我提个个人建议。
说明一下，下面是我的个人偏好，因为我对不太喜欢承担风险，所以分配资金可能有些
保守。
尽量多用401k投资。因为401k defer tax，所以里面尽量买股票，基金和不免税的债券。
一年1万，分配一下：
1. 一年存1000-2000 (看你要不要5年后买房付首付)。
2. 2000买基金。可以考虑Vanguard的target retirement fund. (按退休不同年龄有不
同的fund）。fidelity好像也有retirement fund，可以看看。
3. 4000-5000买蓝筹股，IBM, PG，JNJ, KO, DIS, BRK-A/B等等，或者买large cap
fund或S&P500 index fund.
4. 1500-2000买成长性的股票。如果你怕选不好，也可以考虑买成长性股票的mutual
fund。
5. 500-1000买点美国国债，或者当地政府债券。支持一下地方建设。
6. 如果特别喜欢哪只股票，可以从3里面分点钱出来。
mutual fund找expense ratio低的。 |
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g****o
发帖数: 1024 | 49 看大家讨论401K和Bond热火朝天
也来征求一下意见
我的ROTH IRA和ROTH 401K都准备30年后再提取
（换工作就把401K rollover到Roth IRA）
1. 现在我的IRA上买的是VTSAX （Total Stock Market Index），准备调整一下
Portfolio成：
VTSAX （Total US Stock Market Index）- 40%
VSMAX （Small-Cap Index） - 40%
VTIAX （Total International Stock Index）- 20%
20%的international是不是少了点，还有考虑到是长期投资，所以没有include bond。
2.现在的ROTH 401K有大约50K，放在active fund里，fee高达1.5%，近来发现可以
transfer
到Self direct Brk Acct，然后买TD Ameritrade的ETF/Fund，想转换过去买VTI什么的。
Transation要好几天，问题是一次性转掉50K的话，是不是risk比较大，分期转（类似
定投）可以... 阅读全帖 |
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b***y
发帖数: 972 | 50 买了点brk.b试试，这个浮动不大。看看怎么样操作，转钱先。好像还是不错的。 |
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