p******h
发帖数: 1783 | 1 【 以下文字转载自 BusinessNews 讨论区 】
发信人: Cnews (chinanews), 信区: BusinessNews
标 题: [CJJD]巴菲特开始减仓的启示
发信站: BBS 未名空间站 (Wed Sep 9 21:36:34 2009, 美东)
2009年09月10日消息，有人总把巴菲特看作是“长期持股”而最终获得巨大收益的楷模，你如果通读了至今唯一真实描写巴菲特财富人生的老巴传记《滚雪球》一书，你的看法可能就会改变。巴菲特长期持仓不动的股份，只占其总资产的很小比例，而且他在长期持股的公司都任着董事职位；巴菲特最大的资产投在中期投资——“布谷鸟叫” 之前买入，他认为股票高估时卖出；巴菲特还以少部分资产做短期的无风险套利。
而从巴菲特每次都能平稳渡过华尔街危机，并在每次华尔街危机的中途有资本抄半腰(老巴抄底儿，很少从二级市场直接买入，都是作为“救世主”，以“协议”形式向公司直接增资；巴菲特每次抄底后，美国股市都还会有一大截跌幅，故称其“抄半腰”)的经历看，巴菲特在危机前就退出二级市场并准备了足够的“抄底资金”。
巴菲特现在又开始逃顶了：8月末，巴菲特披露了 |
c****o
发帖数: 32446 | |
p******h
发帖数: 1783 | 3 有意思的是这段
巴菲特长期持仓不动的股份，只占其总资产的很小比例，而且他在长期持股的公司
都任着董事职位；巴菲特最大的资产投在中期投资——“布谷鸟叫” 之前买入，他认
为股
票高估时卖出；巴菲特还以少部分资产做短期的无风险套利。
【在 c****o 的大作中提到】
: 嗯，明天跌50%，来个黑色911
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s********h
发帖数: 158 | 4 i don't think buffett's selling of MCO is a definitive indication that he's
reducing exposure to the equity market. the credit rating agencies did a
poor job with debt rating in the past few years and are now facing
government probing, potential reforms and law suits. reducing holdings is
not only logical but also casts a non-confidence vote on the mgmt.
unlike the proposed healthcare reform, which is both costly to businesses
and is facing strong oppositions, the credit reform is much likely to |
b*****e
发帖数: 1125 | 5 good comment
s
【在 s********h 的大作中提到】
: i don't think buffett's selling of MCO is a definitive indication that he's
: reducing exposure to the equity market. the credit rating agencies did a
: poor job with debt rating in the past few years and are now facing
: government probing, potential reforms and law suits. reducing holdings is
: not only logical but also casts a non-confidence vote on the mgmt.
: unlike the proposed healthcare reform, which is both costly to businesses
: and is facing strong oppositions, the credit reform is much likely to
|
h*******y
发帖数: 864 | 6 You mean, Warren Buffett, who wrote his NYTimes article "Buy America, I am"
almost one year ago at around S&P 1000, thinks now that because the index
has dipped to 666 in March and comes back to 1000 again. It is now time to
take his profit and run?
That will certainly make him as "smart" as OP.
【在 p******h 的大作中提到】
: 有意思的是这段
: 巴菲特长期持仓不动的股份，只占其总资产的很小比例，而且他在长期持股的公司
: 都任着董事职位；巴菲特最大的资产投在中期投资——“布谷鸟叫” 之前买入，他认
: 为股
: 票高估时卖出；巴菲特还以少部分资产做短期的无风险套利。
|
d*****z
发帖数: 114 | 7 Clearly Buffett saw some major risk in the two sectors where he reduced
position - health insurers and credit rating agencies. Both are the response
to a agressive democratic government plus democratic dominating congress.
s
【在 s********h 的大作中提到】
: i don't think buffett's selling of MCO is a definitive indication that he's
: reducing exposure to the equity market. the credit rating agencies did a
: poor job with debt rating in the past few years and are now facing
: government probing, potential reforms and law suits. reducing holdings is
: not only logical but also casts a non-confidence vote on the mgmt.
: unlike the proposed healthcare reform, which is both costly to businesses
: and is facing strong oppositions, the credit reform is much likely to
|
b****e
发帖数: 460 | 8 long time no see
response
【在 d*****z 的大作中提到】
: Clearly Buffett saw some major risk in the two sectors where he reduced
: position - health insurers and credit rating agencies. Both are the response
: to a agressive democratic government plus democratic dominating congress.
:
: s
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