Giant U.S. Pension Bought AMC, Snowflake, and Tilray. It sold Berkshire Hathaway.

Barrons2021-11-29

The second-largest public pension by assets in the U.S. increased its stake in one of the year’s most-volatile stocks, initiated a position in a marijuana grower, and trimmed its exposure to Warren ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Cheryi
2021-11-29
Cheryi
Follow
JiaocyTi
2021-11-29
JiaocyTi
666
- JiaocyTi:
  cc
我不轻易出手
2021-11-29
我不轻易出手
没底线的机构，竟然拿养老金乱玩，完全不顾老虎各个资深股友的分析
- Tchua:
  Ya
- LeviStrauss:
  😖
Samwich
2021-11-29
Samwich
K
- supergrowth:
  like
NPC69
2021-11-29
NPC69
K
- Samwich:
  O

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1166515507?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-11-29 20:52","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1166515507","market":"us","top_or_hot":-1,"title":"Giant U.S. Pension Bought AMC, Snowflake, and Tilray. It sold Berkshire Hathaway.","media":"Barrons","content":"<div>\n<p>The second-largest public pension by assets in the U.S. increased its stake in one of the year’s most-volatile stocks, initiated a position in a marijuana grower, and trimmed its exposure to Warren ...</p>\n\n<a href=\"https://www.barrons.com/articles/amc-stock-snowflake-tilray-berkshire-hathaway-51637699576?mod=hp_LATEST\">网页链接</a>\n\n</div>\n","source":"lsy1601382232898","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>Giant U.S. Pension Bought AMC, Snowflake, and Tilray. It sold Berkshire Hathaway.</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nGiant U.S. Pension Bought AMC, Snowflake, and Tilray. It sold Berkshire Hathaway.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-29 20:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amc-stock-snowflake-tilray-berkshire-hathaway-51637699576?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The second-largest public pension by assets in the U.S. increased its stake in one of the year’s most-volatile stocks, initiated a position in a marijuana grower, and trimmed its exposure to Warren ...</p>\n\n<a href=\"https://www.barrons.com/articles/amc-stock-snowflake-tilray-berkshire-hathaway-51637699576?mod=hp_LATEST\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SNOW","symbol_name":"Snowflake","start_time":0,"source_url":"https://www.barrons.com/articles/amc-stock-snowflake-tilray-berkshire-hathaway-51637699576?mod=hp_LATEST","article_id":"1166515507","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1166515507","pubTimestamp":1638190330,"columns":[],"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"The second-largest public pension by assets in the U.S. increased its stake in one of the year’s mos","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"SNOW":"Snowflake","TLRY":"Tilray Inc.","AMC":"AMC院线","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"translate_title":"美国养老金巨头收购了AMC、Snowflake和Tilray。它卖了伯克希尔B。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMC":0.9,"BRK.A":0.9,"BRK.B":0.9,"SNOW":0.9,"TLRY":0.9},"content_text":"The second-largest public pension by assets in the U.S. increased its stake in one of the year’s most-volatile stocks, initiated a position in a marijuana grower, and trimmed its exposure to Warren Buffett.\nThe California State Teachers’ Retirement System bought more shares of movie-theater chain AMC Entertainment Holdings (ticker: AMC) and analytics-software firm Snowflake (SNOW), acquired shares of the cannabis producer Tilray (TLRY), and reduced its holdings in Berkshire Hathaway (BRKb), Buffett’s investment juggernaut. Calstrs, as the pension is known, disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission.\nCalstrs said it doesn’t comment on its holdings or on individual investment managers. The pension managed $321.9 billion in assets as of Oct. 31.\nCalstrs bought 133,512 more shares of AMC to end the third quarter with 689,917 shares. AMC’s stock price rocketed nearly 19-fold in the first nine months of the year, and so far in the fourth quarter shares are down 1%. For comparison, the S&P 500 index rose 15% in the first nine months, and has gained 6.7% so far in the fourth quarter.\nAMC stock caught fire during the meme-stock frenzy early in the year, when small investors communicating via social media bought shares of beaten-down companies in hopes of triggering gains that would force people who had bet against those stocks to buy in order to close their bets. The trend led to a surge in volatility that prompted the Federal Reserve to warn this month that meme-stock related market swings could be a risk to the financial system. AMC’s third-quarter results were better than expected, and the chain is now accepting cryptocurrencies for online payments.\nThe pension bought 347,900 Tilray shares in the third quarter; at the end of the second, it hadn’t owned any. Tilray stock rose 37% in the first nine months of the year, and so far in the fourth quarter shares are down 6.4%.\nIn early October, Tilray reported a wider-than-expected loss for the fiscal first quarter. Recent legislative proposals, including one that would decriminalize pot at the federal level have lifted Tilray and its peers. The legal-pot sector, however, saw layoffs during the Covid-19 pandemic.\nSnowflake stock rose 7.5% in the first nine months of the year, and so far in the fourth quarter shares have gained 20%. The gain could have been bigger, but Snowflake and other cloud-software peers slipped after President Joe Biden nominated Federal Reserve Board Chair Jerome Powell to another four-year term. Interest rates rose in the wake of the nomination, tempering enthusiasm for richly valued, high-growth stocks.\nThe company reported a mixed second quarter in August, and Snowflake will report its third quarter after the market close on Dec. 1.\nCalstrs bought 119,934 additional Snowflake shares to end the third quarter with 328,801 shares.\nThe pension sold 511,630 class B shares of Berkshire Hathaway to end the third quarter with 2.9 million shares of Buffett’s firm. Shares rose 18% in the first nine months of the year, and so far in the fourth quarter they have gained 3.7%.\nBerkshire Hathaway disclosed that it had a record $149 billion in cash at the end of September. Buffett and John Malone—two billionaires skilled in tax-efficient transactions—recently did a stock swap. During the third quarter, Berkshire Hathaway itself sold Big Pharma stock.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":600790317,"gmtCreate":1638196220239,"gmtModify":1638196220733,"author":{"id":"3568940106394782","authorId":"3568940106394782","name":"Cheryi","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3568940106394782","authorIdStr":"3568940106394782"},"htmlText":"Follow","listText":"Follow","text":"Follow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600790317","repostId":1166515507,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":600456186,"gmtCreate":1638192017528,"gmtModify":1638192017913,"author":{"id":"3581742924827239","authorId":"3581742924827239","name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581742924827239","authorIdStr":"3581742924827239"},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600456186","repostId":1166515507,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6770548,"gmtCreate":1638192078801,"gmtModify":1638192078837,"authorId":3581742924827239,"author":{"id":3581742924827239,"idStr":"3581742924827239","authorId":3581742924827239,"name":"JiaocyTi","avatar":"https://static.tigerbbs.com/c16d760078e396b46033bc97afede0c8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":600456186,"type":1,"supId":0,"prevId":0,"content":"cc","text":"cc","html":"cc"}],"langContent":"CN"},{"id":600422753,"gmtCreate":1638190953458,"gmtModify":1638190953458,"author":{"id":"3567867205688891","authorId":"3567867205688891","name":"我不轻易出手","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3567867205688891","authorIdStr":"3567867205688891"},"htmlText":"没底线的机构，竟然拿养老金乱玩，完全不顾老虎各个资深股友的分析","listText":"没底线的机构，竟然拿养老金乱玩，完全不顾老虎各个资深股友的分析","text":"没底线的机构，竟然拿养老金乱玩，完全不顾老虎各个资深股友的分析","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600422753","repostId":1166515507,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6771201,"gmtCreate":1638194845194,"gmtModify":1638194845227,"authorId":3561859229387101,"author":{"id":3561859229387101,"idStr":"3561859229387101","authorId":3561859229387101,"name":"Tchua","avatar":"https://static.tigerbbs.com/245ba7d1360ad877e076f09e9d78c378","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":600422753,"type":1,"supId":0,"prevId":0,"content":"Ya","text":"Ya","html":"Ya"},{"id":6770742,"gmtCreate":1638192935711,"gmtModify":1638192935742,"authorId":3576893887863470,"author":{"id":3576893887863470,"idStr":"3576893887863470","authorId":3576893887863470,"name":"LeviStrauss","avatar":"https://static.tigerbbs.com/3ee679917ab40e40a706e287fc3464da","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":600422753,"type":1,"supId":0,"prevId":0,"content":"😖","text":"😖","html":"😖"}],"langContent":"CN"},{"id":600422482,"gmtCreate":1638190933757,"gmtModify":1638190934036,"author":{"id":"3575000650579772","authorId":"3575000650579772","name":"Samwich","avatar":"https://static.tigerbbs.com/333bbe08da61ec501a2da43a65e31462","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575000650579772","authorIdStr":"3575000650579772"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600422482","repostId":1166515507,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6770790,"gmtCreate":1638193095275,"gmtModify":1638193095365,"authorId":3581854803062408,"author":{"id":3581854803062408,"idStr":"3581854803062408","authorId":3581854803062408,"name":"supergrowth","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":600422482,"type":1,"supId":0,"prevId":0,"content":"like","text":"like","html":"like"}],"langContent":"CN"},{"id":600421132,"gmtCreate":1638190496627,"gmtModify":1638190497263,"author":{"id":"3584779133668268","authorId":"3584779133668268","name":"NPC69","avatar":"https://static.tigerbbs.com/47e7ac55312ae8dd1c9e7cb92adad089","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3584779133668268","authorIdStr":"3584779133668268"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600421132","repostId":1166515507,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6770310,"gmtCreate":1638190929543,"gmtModify":1638190929650,"authorId":3575000650579772,"author":{"id":3575000650579772,"idStr":"3575000650579772","authorId":3575000650579772,"name":"Samwich","avatar":"https://static.tigerbbs.com/333bbe08da61ec501a2da43a65e31462","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":600421132,"type":1,"supId":0,"prevId":0,"content":"O","text":"O","html":"O"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":47,"commentSize":5,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1166515507"}