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阿里感觉

@捷克Jack：芒格减仓阿里，就丢了“价值投资”了吗？

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<p><a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> </p></body></html>","text":"今天关于芒格旗下的Daily Journal减持$阿里巴巴(BABA)$ 的消息在中概股投资圈刷屏了，不少朋友对此非常失望，并且开始酸言酸语，讽刺芒格的“价值投资”是假的。 但我不知道有多少朋友知道，Daily Journal的整个资产组合包括了哪些票。 总共有5个票—— $美国银行(BAC)$ 占比最高，达到了44.59%，持仓市值有9480万美元； 他的好基友巴菲特的持仓$富国银行(WFC)$ 其次，占比达到36.28%，持仓事实有7714万美元； 看好中国而买的$阿里巴巴(BABA)$ 第三，占比为15.35%，持仓市值3264万美元； 另外还有两个票的比例很低，$美国合众银行(USB)$ 占比3.5%，以及一家材料公司$浦项钢铁(PKX)$ 占比仅0.27%。 所以说，芒格在减持BABA之前，其BABA的持仓比例依然是第三的。 很明显，这个Daily Journal主要是为了持有一些银行股，总计可以达到1.3亿美元。不管是看好加息周期内银行的表现，还是为了长期持有拿股息，这都很“价值投资”。 反观那些嘲笑芒格“伪价值投资”的人，他们的资产组合，能有这么多“价值股”吗？ 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