【股东会后三问】走出低谷？何时退休？投资日本？

一年一度的巴菲特股东大会圆满落幕。会上，伯克希尔发布的一季度财报显示营收853.93亿美元，同比增长20.5%，包括全资子公司利润在内的经营利润80.65亿美元，同比增长12%。

一问：如何评价伯克希尔一季度的业绩，伯克希尔是否已经走出低谷？

在股东大会的表决环节中，“要求巴菲特卸任董事长”的提案再次被提出。

二问：为何相关提案屡次被提出，及如何看待巴菲特之后伯克希尔的继承问题？

巴菲特在股东大会上表示苹果是“比我们拥有的任何公司都更好的企业”。巴菲特称：“如果在美国找不到合适的资产，我们就去其它地方配置。”并表示伯克希尔在日本和中国台湾配置的一些资产是非常理想的，比如日本五大商社、台积电等。

三问：如何评价巴菲特的投资思路，有哪些可以借鉴的地方？

$伯克希尔(BRK.A)$ $伯克希尔B(BRK.B)$ $苹果(AAPL)$

巴菲特股东大会释放了哪些投资信号？

5月6日晚，被称为全球投资界“春晚”的伯克希尔哈撒韦公司年度股东大会召开。92岁的沃伦·巴菲特和99岁的查理·芒格分享了他们对经济和投资的观点。在五个半小时的问答环节，巴菲特和芒格妙语连篇，巴菲特和芒格谈及一季度伯克希尔·哈撒韦增加现金和国债的操作，分享了对银行危机、通胀、美元地位、中美关系等经济大事件的看法，分析了人工智能、新能源、银行、汽车、石油等领域的机会和风险，也谈了投资苹果、台积电、美国银行、雪佛龙、西方石油等个股的逻辑。他们一直在寻找新风口。巴菲特表示，全球一直在改变，例如汽车，飞机，能源等，许多新事物永远在发生，这会产生更多投资机会。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

守的云开见日月
2023-05-10
守的云开见日月
巴菲特思路的主要包括：
1. 注重价值。
2. 长期投资
3. 重视企业质量。
4. 合理风险控制。
月下美人还是没人
2023-05-10
月下美人还是没人
巴菲特的投资思路被视为价值投资的代表，主要理念是寻找低估的股票和优秀的企业，长期持有并从中获得稳定的回报。
哆啦A梦的口袋喵
2023-05-10
哆啦A梦的口袋喵
巴菲特的言论向投资者传达了信心和决心，也提供了对全球投资机会的一些有价值的见解。
风浪越大我越猛
2023-05-10
风浪越大我越猛
伯克希尔的投资策略是长期、稳健和多样化的，这对投资者来说很重要~
被幸福敲了门的人
2023-05-13
被幸福敲了门的人
永远的……😄
尊姿
2023-05-11
尊姿
阅

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