发帖数: 1 | 1 【 以下文字转载自 Military 讨论区 】
发信人: gtjhdbgmbu (gtjhdbgmbu), 信区: Military
标 题: 告诉你北京真实的医疗状况－流感下的北京中年
发信站: BBS 未名空间站 (Sun Feb 11 11:16:36 2018, 美东)
https://freewechat.com/a/MzIwNDI4OTM3Nw==/2247484180/1
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流感下的北京中年
Original 2018-02-10 李可 可望buffett 可望buffett
女儿：“姥爷怎么这么长时间还不回来？”
妈妈：“姥爷生病了，在医院打针。”
女儿：“姥爷是我最好的朋友，姥爷给我吃巧克力。”
“妈妈怎么哭了？”
==========================
全文近2.6万字，与平时巴菲特主题无关，请订阅者见谅。
本文逐日记录岳父从流感到肺炎、从门诊到ICU，29天阴阳两隔的经历。涉及就诊、用
药、开销、求血、插管、人工肺（ECMO）等信息，希望大家用不上！
下列主题，可以搜索标题里的关键字或日期进行查询... 阅读全帖 |
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c*****u
发帖数: 174 | 2 How can you touch Warren Buffett without his consent?
So, she was taking a risk.
But she made it.
China
伦·巴菲特(Warren Buffett)和胡锦涛似乎都穿同一品牌的西装。
(Trands)牌西装。 |
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y***r
发帖数: 16594 | 3 FORTUNE
Thursday, December 6, 2001
By Carol Loomis
From Fortune Magazine:
"Two years ago, following a July 1999 speech by Warren Buffett, chairman of
Berkshire Hathaway, on the stock market--a rare subject for him to discuss
publicly--FORTUNE ran what he had to say under the title Mr. Buffett on the
Stock Market (Nov. 22, 1999). His main points then concerned two consecutive
and amazing periods that American investors had experienced, and his belief
that returns from stocks were due to fall dram |
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b********y
发帖数: 5829 | 4 Jan. 6 (Bloomberg) -- Warren Buffett, the billionaire investor who helped
scuttle Coca-Cola Co.’s bid for Quaker Oats 10 years ago, is restraining
Kraft Foods Inc. in its quest to acquire Cadbury Plc.
Buffett’s Berkshire Hathaway Inc., Kraft’s biggest shareholder, urged
fellow investors to oppose a plan to issue as many as 370 million shares to
help buy the U.K.-based candy maker. Kraft Chief Executive Officer Irene
Rosenfeld is seeking a “blank check” for the deal, Berkshire said
yesterday.
“I |
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I***e
发帖数: 1136 | 5 你这是明显胡说，他并不需要太多的初始资金。而且这105k并不是他所得到投资中
最重要的部分。看看下面的介绍，在最初十年间，老巴的公司回报是1156%，同期
道指回报仅是123%。而且，在这十年间，他旗下的资金达到了44MM。而最初始的
那105k即使一直没有撤出，也不过变成了一百万出头而已。老巴的成功是因为他
自己牛。绝不是他的亲属和家族的关系。
On May 1, 1956, Warren Buffett rounded up seven limited partners which
included his Sister Doris and Aunt Alice, raising $105,000 in the
process. He put in $100 himself, officially creating the Buffett
Associates, Ltd. Before the end of the year, he was managing around
$300,000 in capital. Small, to say the least, but he ha |
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b********y
发帖数: 5829 | 6 他的投资主要是两块：
5个billion的优先股，股息10%，等于永久性的每年收入500个million
还有strike 115元的warrant，类似于长期call,
April 19 (Bloomberg) -- At the height of the financial crisis, Goldman
Sachs sold Warren Buffett’s Berkshire Hathaway $5 billion of perpetual
preferred stock with a 10 percent dividend and warrants on $5 billion
worth of common stock at a strike price of $115 a share.
This package gave Berkshire a return of more than 15 percent in exchange
for its money and Buffett’s endorsement, which Goldman desperately
neede |
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c***m
发帖数: 2630 | 7 Guys:
See the following comments? Buffett doesn't always support the company he
owned!
"Buffett famously invests in stocks that he would be content owning
indefinitely; however, he isn't always vocally supportive of certain company
decisions. Earlier this year, he told CNBC that the terms for Berkshire
holding Kraft's (NYSE: KFT - News) bid for Cadbury (NYSE: CDSCY - News)
made him feel poor -- strong words from the third-wealthiest person in the
world." |
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g*****0
发帖数: 887 | 8 It is heart-wrenching when you hear stories of investors losing their life
savings for avoidable reasons. A recent story in Bloomberg BusinessWeek
about Leona Miller, an 84-year-old retired beautician who invested in
derivatives, got me thinking of ways people lose money in stocks and how to
avoid them.
1. Investing in a product or business you don't understand
Leona Miller bought a structured note called a "reverse convertible note
with a knock-in put option tied to Merck stock." Even I was un... 阅读全帖 |
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m*****u
发帖数: 1342 | 9 Size does matter, use Buffett as example, he changed his investment style
quite a bit since he started investing. Tilson
fund is much smaller than Berkowitz, and Tilson has a very different style
from Buffett and Berkowitz. I felt his style is
quite reckless, just my 2 cents |
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a*****n
发帖数: 89 | 10 【 以下文字转载自 Financial_Ratio_Analysis 俱乐部 】
发信人: bip (<<< Beast-In-Pit >>>), 信区: Financial_Ratio_Analysis
标 题: my watch and/or holding tickers
发信站: BBS 未名空间站 (Sun Jan 9 00:55:47 2011, 美东)
irbt: home and military robots, the way of the future?
mu: everyone knows this one. Information storage, one of Intel's strategic investments. Be careful about the convertible bonds ($~13-14 not sure if I remember correctly?)
tc: American REE (by brookxi), high tech manufacturing applications, depending on China... 阅读全帖 |
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s*********8
发帖数: 901 | 11 At Jim Grant's recent conference in London, David Stockman, director of the
White House Office of Management and Budget under Ronald Reagan, explained
why credit exploded:
American lawmakers have been freed of the classical monetary constraints.
There is no monetary squeeze, and there is no reserve asset drain. The Fed
always supplies enough reserves to the banking system to fund any and all
private credit demand at rates which are invariably low.
By 1990, the total debt-to-GDP ratio in the U.S.... 阅读全帖 |
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g****u
发帖数: 695 | 12 Jesse Livermore 自杀跟他的交易没有什么关系。他的家庭整个就是一个大悲剧。
Buffett 的成就把价值投资的作用夸大了太多。其实 Buffett 早年也是靠点运道，晚年
丫的基本上是个搞政治的。 |
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g********4
发帖数: 4959 | 13 你的理解是对的。我一致同周遭的人这么说的。快餐车是搞政治的。
发信人: guguru (股大帅), 信区: Stock
标 题: Re: 股版从来不缺英雄啊
发信站: BBS 未名空间站 (Thu Apr 7 18:57:29 2011, 美东)
Jesse Livermore 自杀跟他的交易没有什么关系。他的家庭整个就是一个大悲剧。
Buffett 的成就把价值投资的作用夸大了太多。其实 Buffett 早年也是靠点运道，晚年
丫的基本上是个搞政治的。 |
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s*********8
发帖数: 901 | 14 Portuguese austerity talks broke down yesterday, and Sócrates resigned. Now
the country will need an estimated $100 billion bailout. The market expects
Ireland to default. (Irish bonds are now yielding more than 10%.) Citigroup
recommended buying credit default swaps (CDS) on Irish government debt (CDS
pay off in the event of default). And Moody's cut the credit ratings of 30
Spanish banks. (Spain is one of the most troubled European nations.)
The collapse of the euro is a more popular topic lat... 阅读全帖 |
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f******u
发帖数: 250 | 15 你相信这些市场的losers BUFFETT都买过吗 -- CC,FNM,FRE,AIG,C,BAC, MBI,HRB,MER,
MSFT,...BUFFETT真正长期持有的有几个,他才是天才的低买高卖的高手,今天的价值明
天可能就是零. |
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lO
发帖数: 227 | 16 否则财产就被党妈没收了, 呵呵.
Buffett刚宣布有意任命64领袖李璐做接班人，
自己投资的比亚迪马上被党妈狂整，
吓得buffett赶快换了接班人。
3k想在国内找几个廉价民工，不得不自我阉割了mitbbs.cn,
还得重用几个5毛管理网站。 |
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c*****r
发帖数: 8227 | 17 看你牛，小样儿的！
Cue the music from “Jaws.”
After Standard & Poor’s bit an appendage from the U.S.’s credit rating,
the credit-rating firm is smelling blood in the water at Warren Buffett’s
Berkshire Hathaway.
S&P today is marking down ratings on some U.S. insurance companies based on
“direct and indirect sovereign risks” from the country’s credit going to
AA+ from AAA.
Berkshire, which make big chunks of money from its insurance and reinsurance
businesses, is spared the loss of its AA+ rating for now.... 阅读全帖 |
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l****u
发帖数: 3130 | 18 Warren Buffett says there's no question that the United States' debt is
still AAA and that he's not changing his mind about Treasurys based on
Standard & Poor's downgrade.
Standard & Poor's cut its ratings outlook Warren Buffett's conglomerate
Berkshire Hathaway to "negative" from "stable" Monday, part of a broad
action on 10 insurers linked to last Friday's downgrade of the United States
credit rating. |
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Y****r
发帖数: 3473 | 19 Buffett realizes that a revolution is inevitable if current trend
(rich gets richer, poor gets poorer) continues, so he is trying to do
something about it, not for himself but for his grandson, great grandson.
Unfortunately, the end of american empire will come sooner or later,
this determined by 1) human nature and 2) the way united states is set up.
If Buffett is really smart he will try to change 2 because it is really hard
to change 1 |
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g******n
发帖数: 53185 | 20 http://www.zerohedge.com/print/436976
Exerpt:
"...The Wolf Invests in Bank of America
The interesting thing about today is that I had intended to write this piece
on Warren Buffett all week. It was just really fortuitous timing that this
Bank of America news came out today. Gosh where to start. First of all,
this $5 billion preferred investment by Uncle Warren in preferred stock is
extremely bearish for the market, the economy and the financial system.
This is not an investment, it is politi... 阅读全帖 |
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c**i
发帖数: 6973 | 21 徐秀雰, 白银暴跌，民间炒银热情依旧(2). 今日早报 (浙江日报报业集团所属), May
4, 2011.
http://www.chinanews.com/fortune
/2011/05-04/3015453_2.shtml
Quote:
2011年 "5月1日，[货币战争》的作者] 宋鸿兵又在博客中表示，白银比黄金更稀缺，
作为投资，购买白银比购买黄金更划算。'在人类5000年的历史上，金银的比价始终维
持在1∶16左右，现代科学发现，地壳里的黄金和白银储量的比例大约是1∶17。从存量
上看，世界黄金的藏量从1940年的大约3万吨增加到现在的大约15万吨，70年中大约增
加了5倍。与此同时，白银的存量则从30万吨下降到大约3万吨，减少了90%。从绝对数
量上看，目前白银的存量只有黄金存量的1/5。这就意味着，白银比黄金更为稀缺'")
"'美国地质调查局的调查表明，白银将是人类历史上第一种被开采殆尽的金属，时间大
约只有12.3年。' 宋鸿兵说，目前全世界市场上能够买到的白银存量大约是7亿盎司，
按现在每盎司48美元的价格计算，总价值不过336亿美元。这样一个极具诱惑力而且非
常... 阅读全帖 |
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l**t
发帖数: 6971 | 22 Buffett要加税，就是Obama提出的所谓Buffett Rule，加的就是年收入一百万以上的家
庭的资本利得税。也就是专门针对他自己，我们小散不受影响。
拿Jamie Dimon当真理，也真有你的。相比之下我更信马克思和凯恩斯。
九十年代internet boom，就是在老布什和克林顿几轮加税以后出来的。收税不能说越
高越好，但是也不是越低越好。
yield。 |
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t*****s
发帖数: 2933 | 23 http://www.bloomberg.com/news/2011-09-21/bullion-vaults-running
‘Ultimate Asset Bubble’
The surge in demand for bullion is a warning to some investors. George Soros
called gold “the ultimate asset bubble” in 2010. Soros Fund Management
LLC, founded by the 81- year-old billionaire, sold 99 percent of its stake
in the SPDR Gold Trust and all shares in the iShares Gold Trust in the first
quarter, a U.S. Securities and Exchange Commission filing in May showed.
“We are now in the final, overheated ph... 阅读全帖 |
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s********y
发帖数: 831 | 24 人Buffett不比你懂美元黄金啊？ 人是不屑于你沾沾自喜的gold train。 Buffett的
投资
回报比你的gold train多多了。 买几盎司金子就以为得到投资真理了，井底之蛙就是
你这样的。 |
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s********y
发帖数: 831 | 25 那不结了？ 我第一个回帖里就说的是gold最多就保值而已。 人Buffett的意思也就是
要投资的话让你找点别的，黄金没啥希望。
几个杂牌gold bug就跳出来骂骂咧咧，好像人Buffett断了你财路了。 |
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t*****s
发帖数: 2933 | 26 http://www.bloomberg.com/news/2011-09-21/bullion-vaults-running
‘Ultimate Asset Bubble’
The surge in demand for bullion is a warning to some investors. George Soros
called gold “the ultimate asset bubble” in 2010. Soros Fund Management
LLC, founded by the 81- year-old billionaire, sold 99 percent of its stake
in the SPDR Gold Trust and all shares in the iShares Gold Trust in the first
quarter, a U.S. Securities and Exchange Commission filing in May showed.
“We are now in the final, overheated ph... 阅读全帖 |
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s********y
发帖数: 831 | 27 人Buffett不比你懂美元黄金啊？ 人是不屑于你沾沾自喜的gold train。 Buffett的
投资
回报比你的gold train多多了。 买几盎司金子就以为得到投资真理了，井底之蛙就是
你这样的。 |
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s********y
发帖数: 831 | 28 那不结了？ 我第一个回帖里就说的是gold最多就保值而已。 人Buffett的意思也就是
要投资的话让你找点别的，黄金没啥希望。
几个杂牌gold bug就跳出来骂骂咧咧，好像人Buffett断了你财路了。 |
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u****d
发帖数: 23938 | 30 ☆─────────────────────────────────────☆
hobohobo (面壁) 于 (Sat Oct 1 01:32:24 2011, 美东) 提到:
看着P838耍赖，锅不计较，锅今儿高兴，谁帮我代发包子犒劳大家200个人？
我给他50委比当作犒劳。
200人每人给10委比。
☆─────────────────────────────────────☆
wallwallwall (wall) 于 (Sat Oct 1 01:33:08 2011, 美东) 提到:
re包子的，
徒弟如果没跟，我代他也领一份，给他
☆─────────────────────────────────────☆
daiding (daiding) 于 (Sat Oct 1 01:34:23 2011, 美东) 提到:
锅，不用一个一个发了。 全捐到版上就行了。 跟着你的都吃到牛肉啦。 哈哈
☆─────────────────────────────────────☆
daiding (daiding) 于 (Sat Oct 1... 阅读全帖 |
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s********y
发帖数: 831 | 31 笑话，你以为buffett跟你一样玩低买高卖喔？
什么时候你搞明白为什么Buffett 可以买了就hold forever，你就开始摸到股票的门在
哪了。 |
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X*****s
发帖数: 2767 | 33 很厚道了
hehe, I think most people will agree you are mean.
Buffett? are you comparing yourself with Buffett? you really have a big and
hollow ego |
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s********y
发帖数: 831 | 34 我不是Buffett,但是我很明白buffet做法的用意。我打赌这版上能看明白buffett的人
不超过3个。呵呵
当然了，直接告诉你你这辈子炒股也是没前途的，是有点残忍。不过我看那是为你好，
那个不叫mean
and |
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s********y
发帖数: 831 | 35 因为Buffett的衡量标准是book value，不是share price。所以很多菜鸟不明白为什么
可口可乐这样的股票Buffett 一直不抛。两天帐户涨了10%就觉得毙掉巴菲特了。 |
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I***e
发帖数: 1136 | 36 500m isn't pocket change even for Buffett.
Buffett's total net worth is about 100 times 500m.
1% of net worth isn't pocket change. It is substantial. |
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k********8
发帖数: 7948 | 37 都好，只要不因小失大就ok
我不吃buffett的，我经常请人吃buffett |
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w***n
发帖数: 1519 | 38 Are you sure it was Buffett's decision rather than Bershire's? Does it sound
like the old Buffett to you?
By the way, his company recently also invested and, shortly after, exited on
Intel. How is that consistent with his philosophy and usual viewpoint on
high-techs?
It makes me wonder what happens to his magic touch? His investment has been
generally underperforming in recent years. |
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y******u
发帖数: 246 | 39 第一，不是所有人都是Buffett，不是所有人都会长期hold。从以前股价分析，两年内
没有在$3.5以上待长过，再加上大家对er的高期望，er前卖保赢套现很正常吧。想买入
还是因该等到$3.0下，至于以后涨了以后是套现还是持有要看个人。
第二，XIN是不是fraud是很重要的问题，大家买的时候要price in，并且随时保持关注
。不能说自己认为没fraud，所以股票因该价值$10，所以$10下买都是赚的，那些中概
炒亏的人都是这种思维。跟其它中概比，它的产品好（记得以前股版pump中概WATG，一
看产品就因该知道公司很水）并且有分红，但是XIN的CASH有可能有问题，那么多现金
不用，还不愿做cash audit，所以它的报表可能有些水分。
炒股从基本面分析开始是正道，但是不能忽略短期市场的特征，Buffett的炒股方法是
针对大量资金，跟散户不同，散户不套现只hold是赚不到多少钱的，当然乱操作只会亏
的更多。 |
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B**********r
发帖数: 7517 | 40 一家之言。
从投资理念上看，他跟Buffett就是死敌。我个人更认同Buffett。
Obama
maturing |
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P**H
发帖数: 2272 | 41 "Buffett did not sell Intel. Buffett never bought Intel for Berkshire. He's
made it clear in four or five interviews that it's either Weschler or Combs
handling the portfolio positions of that size." |
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m**2
发帖数: 66 | 43 2011年初进入股市，半年不到市值就亏了至少20%，跌得多是超过30%。特别是重仓之一
的高盛银行170买的跌到90。运气很差：基本是一买就跌，一卖就涨。但是对比如高盛
这样的公司还是很有信心的。所以hold住两年没卖，中间还补仓了一些，平均是150买
的。去年年初的时候，惊讶的发现买的股票慢慢涨回去了，还小有盈余。不幸的是过了
几个月，行情不好，很快又跌了15%。这一年基本操作很少。所有的操作都很失败。一
买就跌，一卖就涨。但是到现在，市值居然又慢慢涨回去了，还是基本处于不亏不赚的
状态。和买的vanguard的ETF比起来，真的很失败，ETF这两年赚了至少30%。但是自己
买卖股票还是有些收获。第一：年均收益10%上下我已经很满足了。第二：尽量买好公
司，因为股票跌的时候，有信心hold住几年，如果是不知名的公司，我也买过，跌到一
定程度，就没信心继续，而是割肉走了。各位大牛，现在高盛回到144了。有什么建议
，要不要卖？不胜感激。第三，尽量少操作。我所有的操作都很失败。去年如果没有操
作的话，我应该赚不少了。但下半年的时候又进了不少的INTC，年初进了APPL，到现在
都跌了10... 阅读全帖 |
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m*******l
发帖数: 621 | 46 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之间关系的认识（compounding effect
vs. financial independence）。当时我自己用excel坐了一个文件来看复利的效应。
如果能够保持8%到12%的年收益率，并且假定到退休以后仅以5%的固定收... 阅读全帖 |
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f*******h
发帖数: 721 | 47 奇怪居然没人关心这么好的赚钱机会。
道琼斯在Buffett的期权快过期时把GS塞进股指就是重大舞弊嫌疑。 是花街为Buffett
当年救他们一命的谢礼。 |
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f*******h
发帖数: 721 | 48 另一个快到期的期权是GE。估计马上GE会宣布涨红利，增加回购来推高股价让Buffett
在十月多捞几股。
Buffett |
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r*****t
发帖数: 7278 | 49 In the latest filing for Buffett’s holding company Berkshire Hathaway,
Buffett has been drastically reducing his exposure to stocks that depend on
consumer purchasing habits. Berkshire sold roughly 19 million shares of
Johnson & Johnson, and reduced his overall stake in “consumer product
stocks” by 21%. Berkshire Hathaway also sold its entire stake in California
-based computer parts supplier Intel.
billionaire George Soros recently sold nearly all of his bank stocks,
including shares of JPMorga... 阅读全帖 |
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