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过个哥
2019-09-13
$斗鱼(DOYU)$
,直播行业股票,真的适应巴菲特的话:若你不打算持有某只股票达十年,则十分钟也不要持有。我真使劲设想也不能坚信直播五年十年能更加繁荣,所以我打新中了几股,亏了卖了后绝对不买直播股了
过个哥
2019-03-28
$Hunter Maritime Acquisition Corp.(HUNT)$ 停多久?高潮两次,就暂停
过个哥
2019-03-28
$Navios Maritime Containers Inc.(NMCI)$摩纳哥的油轮集装箱公司,跟最近**访问意,法,摩纳哥,一带一路能挂上不
过个哥
2018-07-20
这篇文章不错,转发给大家看
抱歉,原内容已删除
过个哥
2019-07-16
这篇文章不错,转发给大家看
@小米总裁雷军:$Camber Energy(CEI)$ $特斯拉(TSLA)$ ,$小米集团-W(01810)$ $Zoom(ZM)$ ,$斗鱼(DOYU)$ $波音(BA)$ 雷总我不想说话
过个哥
2019-04-24
$新氧(SY)没有核心技术优势,没有护城河,增长也是瓶颈,又不是化妆品,人人月月整容医美?暂时盈利有个多大用,不过有庄另说,短期炒作是可以的
过个哥
2019-03-28
$Navios Maritime Containers Inc.(NMCI)$navios海运集装箱开始增持,目标股价为9美元,摩根大通(J.P.Morgan)。什么摩根大通会买的意思?走势不像呀 (结束)道琼斯通讯社
过个哥
2018-08-02
这篇文章不错,转发给大家看
抱歉,原内容已删除
过个哥
2018-07-18
这篇文章不错,转发给大家看
抱歉,原内容已删除
过个哥
2018-07-17
这篇文章不错,转发给大家看
@方中玉:贫民区逆袭之王 ——布莱昂·库帕曼访谈(上)
过个哥
2018-07-17
这篇文章不错,转发给大家看
@东哥解读电商:电商壹周|无人货架遭遇挫折,果小美闫利民也要转型做社交电商?
过个哥
2018-07-17
这篇文章不错,转发给大家看
抱歉,原内容已删除
过个哥
2018-07-17
这篇文章不错,转发给大家看
抱歉,原内容已删除
过个哥
2018-07-17
这篇文章不错,转发给大家看
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过个哥
2018-07-12
这篇文章不错,转发给大家看
抱歉,原内容已删除
过个哥
2018-07-12
这篇文章不错,转发给大家看
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过个哥
2018-07-03
这篇文章不错,转发给大家看
抱歉,原内容已删除
过个哥
2018-05-06
这篇文章不错,转发给大家看
@陈达美股投资:巴菲特最有代表性的十笔投资,不可复制的传奇!
去老虎APP查看更多动态
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(结束)道琼斯通讯社","text":"$Navios Maritime Containers Inc.(NMCI)$navios海运集装箱开始增持,目标股价为9美元,摩根大通(J.P.Morgan)。什么摩根大通会买的意思?走势不像呀 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——布莱昂·库帕曼访谈(上)","htmlText":"译者注:与索罗斯齐名的对冲基金泰斗Leon Cooperman在美国对冲基金界享有“传奇投资者”的盛誉。他曾在高盛供职长达25年,后创办自己的对冲基金Omega Advisers。Leon奉行价值投资,他将自己的投资策略总结为:“巴菲特的策略是以任何价格买进对的股票和债券,而我则是以对的价格买进任何股票和债券。” Leon掌管的Omega Advisers曾与朱利安·罗伯逊的老虎基金、乔治·索罗斯的量子基金以及梅里韦瑟的长期资本管理公司并称国际四大对冲基金。而现在除了他旗下的对冲基金Omega Advisers掌管约54亿美元资金外,其它三者则因为各种原因,先后关闭。 1991年底,经过25年的工作,Leon先生从高盛退休。他曾担任萨克斯公司的普通合伙人,以及高盛资产管理公司的董事长兼首席执行官,期间组织并启动了一项投资管理业务,创办了Omega Advisors公司。 在高盛(Goldman Sachs)他以合伙人的身份工作了15年,并在管理委员会任职一年(1990-1991)。 1989年,他成为高盛资产管理公司的董事长兼首席执行官,并担任该公司股权产品线的首席投资官,管理着一家开放式共同基金GS Capital Growth Fund,为期一年半。在这些任命之前,Leon在投资研究部门担任了22年的合伙人,投资政策委员会联合主席和股票选择委员会主席。连续九年,他被“机构投资者杂志”年度“全美研究团队”调查评为排名第一的投资组合策略师。 作为指定的CFA,Leon是纽约证券分析师协会的高级会员和前任主席、圣巴纳巴斯发展基金会的名誉主席,哥伦比亚大学商学院监督委员会成员,Damon Runyon癌症研究基金会董事会成员、投资委员会成员。新泽西州表演艺术中心和绿色空间委员会主席,该委员会在新泽西州纽瓦克重建了13个公园。 Leon拥有哥伦比亚商学院的MBA学位和亨","listText":"译者注:与索罗斯齐名的对冲基金泰斗Leon Cooperman在美国对冲基金界享有“传奇投资者”的盛誉。他曾在高盛供职长达25年,后创办自己的对冲基金Omega Advisers。Leon奉行价值投资,他将自己的投资策略总结为:“巴菲特的策略是以任何价格买进对的股票和债券,而我则是以对的价格买进任何股票和债券。” Leon掌管的Omega Advisers曾与朱利安·罗伯逊的老虎基金、乔治·索罗斯的量子基金以及梅里韦瑟的长期资本管理公司并称国际四大对冲基金。而现在除了他旗下的对冲基金Omega Advisers掌管约54亿美元资金外,其它三者则因为各种原因,先后关闭。 1991年底,经过25年的工作,Leon先生从高盛退休。他曾担任萨克斯公司的普通合伙人,以及高盛资产管理公司的董事长兼首席执行官,期间组织并启动了一项投资管理业务,创办了Omega Advisors公司。 在高盛(Goldman Sachs)他以合伙人的身份工作了15年,并在管理委员会任职一年(1990-1991)。 1989年,他成为高盛资产管理公司的董事长兼首席执行官,并担任该公司股权产品线的首席投资官,管理着一家开放式共同基金GS Capital Growth Fund,为期一年半。在这些任命之前,Leon在投资研究部门担任了22年的合伙人,投资政策委员会联合主席和股票选择委员会主席。连续九年,他被“机构投资者杂志”年度“全美研究团队”调查评为排名第一的投资组合策略师。 作为指定的CFA,Leon是纽约证券分析师协会的高级会员和前任主席、圣巴纳巴斯发展基金会的名誉主席,哥伦比亚大学商学院监督委员会成员,Damon Runyon癌症研究基金会董事会成员、投资委员会成员。新泽西州表演艺术中心和绿色空间委员会主席,该委员会在新泽西州纽瓦克重建了13个公园。 Leon拥有哥伦比亚商学院的MBA学位和亨","text":"译者注:与索罗斯齐名的对冲基金泰斗Leon Cooperman在美国对冲基金界享有“传奇投资者”的盛誉。他曾在高盛供职长达25年,后创办自己的对冲基金Omega Advisers。Leon奉行价值投资,他将自己的投资策略总结为:“巴菲特的策略是以任何价格买进对的股票和债券,而我则是以对的价格买进任何股票和债券。” Leon掌管的Omega Advisers曾与朱利安·罗伯逊的老虎基金、乔治·索罗斯的量子基金以及梅里韦瑟的长期资本管理公司并称国际四大对冲基金。而现在除了他旗下的对冲基金Omega Advisers掌管约54亿美元资金外,其它三者则因为各种原因,先后关闭。 1991年底,经过25年的工作,Leon先生从高盛退休。他曾担任萨克斯公司的普通合伙人,以及高盛资产管理公司的董事长兼首席执行官,期间组织并启动了一项投资管理业务,创办了Omega Advisors公司。 在高盛(Goldman Sachs)他以合伙人的身份工作了15年,并在管理委员会任职一年(1990-1991)。 1989年,他成为高盛资产管理公司的董事长兼首席执行官,并担任该公司股权产品线的首席投资官,管理着一家开放式共同基金GS Capital Growth Fund,为期一年半。在这些任命之前,Leon在投资研究部门担任了22年的合伙人,投资政策委员会联合主席和股票选择委员会主席。连续九年,他被“机构投资者杂志”年度“全美研究团队”调查评为排名第一的投资组合策略师。 作为指定的CFA,Leon是纽约证券分析师协会的高级会员和前任主席、圣巴纳巴斯发展基金会的名誉主席,哥伦比亚大学商学院监督委员会成员,Damon Runyon癌症研究基金会董事会成员、投资委员会成员。新泽西州表演艺术中心和绿色空间委员会主席,该委员会在新泽西州纽瓦克重建了13个公园。 Leon拥有哥伦比亚商学院的MBA学位和亨","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219660","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220137,"gmtCreate":1531770916838,"gmtModify":1704896929151,"author":{"id":"3465560720026167","authorId":"3465560720026167","name":"过个哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465560720026167","idStr":"3465560720026167"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/220137","repostId":"219709","repostType":1,"repost":{"id":219709,"gmtCreate":1531735348907,"gmtModify":1704896879747,"author":{"id":"3438990255364840","authorId":"3438990255364840","name":"东哥解读电商","avatar":"https://static.tigerbbs.com/2bc7457fc43b69435eae1ff3cb5f22f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3438990255364840","idStr":"3438990255364840"},"themes":[],"title":"电商壹周|无人货架遭遇挫折,果小美闫利民也要转型做社交电商?","htmlText":"- 作者| 李成东 - 公众号|东哥解读电商(ID: dgjdds) 导语:电商高管每周必读,电商盘点。独家深度解读阿里、京东、亚马逊重要战略动作。扫描行业重点新闻,进行时,事件或数字,革行业窠臼,也欢迎你补充,一起热议...... 重点资讯: 1、无人货架遭遇挫折,果小美也要转型做社交电商? 2、 eBay将重返日本 有望超越雅虎成为第三大电商 3、亚马逊Prime会员日盛大开启 中国独享52小时全球最长定制优惠 小米 $小米集团-W(01810)$ 港交所敲钟 雷军财富达124亿美元 今日,香港首支同股不同权的新股小米(01810-HK)在港交所正式挂牌交易。开盘价16.6港元,较17港元的发行价下跌2.35%。雷军个人财富达到124亿美元,全球排名第115。 DonG解读 恭喜雷军,以及在小米的朋友们。 以539亿美金最低估值IPO,在开始的四天就收获了20%的涨幅,一扫上市前的负面评论。但这只是开始,只要哪天股价跌回发行价,对小米的负面评论依然会接踵而至。 从业务来看,小米智能手机会受到全球智能手机需求下滑影响,高速增长已经很难维持。而小米真正的机会在米家生态体系,把握住家庭入口的机会,或许小米才会更有想象空间。 小米曾经号称中国第二大B2C电商,其实用电商概念显然不太合理,至少现在不是那么合理。但雷军是不会放弃电商梦的,最早做过卓越,扶持陈年做过凡客,这次上市不提电商概念,不代表雷军不会在电商领域长远布局规划。 寺库 $寺库(SECO)$ 获得L Catterton Asia和京东 $京东(JD)$ 1.75亿美元投资 精品生活方式平台寺库官方宣布,与消费品私募投资公司L Catterton的亚洲分公司L Catterton Asia和京东达成战略合作,通过此次合作,寺库将获得1.75亿美元的投资。寺库是奢侈品在线零售商,通过线上线下相结合的精品购物平台,为客户提","listText":"- 作者| 李成东 - 公众号|东哥解读电商(ID: dgjdds) 导语:电商高管每周必读,电商盘点。独家深度解读阿里、京东、亚马逊重要战略动作。扫描行业重点新闻,进行时,事件或数字,革行业窠臼,也欢迎你补充,一起热议...... 重点资讯: 1、无人货架遭遇挫折,果小美也要转型做社交电商? 2、 eBay将重返日本 有望超越雅虎成为第三大电商 3、亚马逊Prime会员日盛大开启 中国独享52小时全球最长定制优惠 小米 $小米集团-W(01810)$ 港交所敲钟 雷军财富达124亿美元 今日,香港首支同股不同权的新股小米(01810-HK)在港交所正式挂牌交易。开盘价16.6港元,较17港元的发行价下跌2.35%。雷军个人财富达到124亿美元,全球排名第115。 DonG解读 恭喜雷军,以及在小米的朋友们。 以539亿美金最低估值IPO,在开始的四天就收获了20%的涨幅,一扫上市前的负面评论。但这只是开始,只要哪天股价跌回发行价,对小米的负面评论依然会接踵而至。 从业务来看,小米智能手机会受到全球智能手机需求下滑影响,高速增长已经很难维持。而小米真正的机会在米家生态体系,把握住家庭入口的机会,或许小米才会更有想象空间。 小米曾经号称中国第二大B2C电商,其实用电商概念显然不太合理,至少现在不是那么合理。但雷军是不会放弃电商梦的,最早做过卓越,扶持陈年做过凡客,这次上市不提电商概念,不代表雷军不会在电商领域长远布局规划。 寺库 $寺库(SECO)$ 获得L Catterton Asia和京东 $京东(JD)$ 1.75亿美元投资 精品生活方式平台寺库官方宣布,与消费品私募投资公司L Catterton的亚洲分公司L Catterton Asia和京东达成战略合作,通过此次合作,寺库将获得1.75亿美元的投资。寺库是奢侈品在线零售商,通过线上线下相结合的精品购物平台,为客户提","text":"- 作者| 李成东 - 公众号|东哥解读电商(ID: dgjdds) 导语:电商高管每周必读,电商盘点。独家深度解读阿里、京东、亚马逊重要战略动作。扫描行业重点新闻,进行时,事件或数字,革行业窠臼,也欢迎你补充,一起热议...... 重点资讯: 1、无人货架遭遇挫折,果小美也要转型做社交电商? 2、 eBay将重返日本 有望超越雅虎成为第三大电商 3、亚马逊Prime会员日盛大开启 中国独享52小时全球最长定制优惠 小米 $小米集团-W(01810)$ 港交所敲钟 雷军财富达124亿美元 今日,香港首支同股不同权的新股小米(01810-HK)在港交所正式挂牌交易。开盘价16.6港元,较17港元的发行价下跌2.35%。雷军个人财富达到124亿美元,全球排名第115。 DonG解读 恭喜雷军,以及在小米的朋友们。 以539亿美金最低估值IPO,在开始的四天就收获了20%的涨幅,一扫上市前的负面评论。但这只是开始,只要哪天股价跌回发行价,对小米的负面评论依然会接踵而至。 从业务来看,小米智能手机会受到全球智能手机需求下滑影响,高速增长已经很难维持。而小米真正的机会在米家生态体系,把握住家庭入口的机会,或许小米才会更有想象空间。 小米曾经号称中国第二大B2C电商,其实用电商概念显然不太合理,至少现在不是那么合理。但雷军是不会放弃电商梦的,最早做过卓越,扶持陈年做过凡客,这次上市不提电商概念,不代表雷军不会在电商领域长远布局规划。 寺库 $寺库(SECO)$ 获得L Catterton Asia和京东 $京东(JD)$ 1.75亿美元投资 精品生活方式平台寺库官方宣布,与消费品私募投资公司L Catterton的亚洲分公司L Catterton Asia和京东达成战略合作,通过此次合作,寺库将获得1.75亿美元的投资。寺库是奢侈品在线零售商,通过线上线下相结合的精品购物平台,为客户提","images":[{"img":"https://static.tigerbbs.com/84dea816fa72fe27b2aecbd17aaad1bc"},{"img":"https://static.tigerbbs.com/8f05c2acb577468bf9b056e1570bacb4"},{"img":"https://static.tigerbbs.com/df6cd3424adea459d239810700f63fae"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219709","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220132,"gmtCreate":1531769031021,"gmtModify":1704896928633,"author":{"id":"3465560720026167","authorId":"3465560720026167","name":"过个哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465560720026167","idStr":"3465560720026167"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/220132","repostId":"1807944624","repostType":2,"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220128,"gmtCreate":1531768534146,"gmtModify":1704896928461,"author":{"id":"3465560720026167","authorId":"3465560720026167","name":"过个哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465560720026167","idStr":"3465560720026167"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/220128","repostId":"1807502724","repostType":2,"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220127,"gmtCreate":1531768260872,"gmtModify":1704896928117,"author":{"id":"3465560720026167","authorId":"3465560720026167","name":"过个哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465560720026167","idStr":"3465560720026167"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/220127","repostId":"1807140234","repostType":2,"isVote":1,"tweetType":1,"viewCount":1093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217181,"gmtCreate":1531327867713,"gmtModify":1704896569025,"author":{"id":"3465560720026167","authorId":"3465560720026167","name":"过个哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465560720026167","idStr":"3465560720026167"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217181","repostId":"1807210404","repostType":2,"isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217180,"gmtCreate":1531327792254,"gmtModify":1704896569197,"author":{"id":"3465560720026167","authorId":"3465560720026167","name":"过个哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465560720026167","idStr":"3465560720026167"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217180","repostId":"1807086704","repostType":2,"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":212402,"gmtCreate":1530557659198,"gmtModify":1704895971433,"author":{"id":"3465560720026167","authorId":"3465560720026167","name":"过个哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465560720026167","idStr":"3465560720026167"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212402","repostId":"1807047063","repostType":2,"isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"v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一年一度、别无分店、被昵称为“资本主义的伍德斯托克音乐节”的伯克希尔·哈撒韦股东大会(Berkshire Hathaway 2018 Annual Shareholders Meeting)将在5与5日于美国内布拉斯加州的西部金融重镇奥马哈召开。对于这一场资本主义世界的顶级欢宴与朝圣之旅,老虎证券绝不缺席。老虎将派分析师陪同美股投资者们来到大会现场,第一时间跟大家分享今年大会的见闻,解读巴菲特最新的投资动向与观点。届时,老虎证券APP TigerTrade 也将上线股东大会的直播视频。 在此之前,让我们一起回顾一下巴菲特的十大投资案例,通过真实的投资案例来梳理股神理念的进化与成长。 比亚迪:科技股的初恋 $(01211)$ 最早投资时间: 2008年 清仓时间:仍持有 年化收益率:25%(注:所有的年化收益率计算未包含股息收益) 比亚迪的投资之于伯克希尔的大洋大水,其实仅为沧海一粟;截止2017年底,伯克希尔持有的2.25亿股比亚迪股票,价值19.6亿美元,只占伯克希尔二级市场股权投资的1.1%。然比亚迪是老爷子与中国观众的一次深度交集;而多年后伯克希尔仍然坚定持有比亚迪的股票,近十年来未售一股,也让中国粉丝们颇为暖心。 不过投资比亚迪的念头实际上来自于好基友芒格。当年经人介绍,芒格认识了比亚迪的掌舵人王传福,颇为欣赏。他打电话给巴菲特说:兄弟,我发现一哥们,经营企业比爱迪生还牛逼。巴菲特兴致寥寥地说了声“这好像还不够好”,就挂了电话。过了一会儿芒格又打来:兄弟,我发现这哥们是爱迪生和比尔·盖茨的合体,够不够好了? 如同特斯拉一样,相比于归属在传统的造车业里,比亚迪更属于是科技股。芒格肯定也是如此认为,不然他不会向巴菲特安利比亚迪,因为他恨重资产的造车业恨到骨子里。芒格曾说:“世界上有两种生意,第一种可以每年赚12%的收益,然后年末你","listText":" 一年一度、别无分店、被昵称为“资本主义的伍德斯托克音乐节”的伯克希尔·哈撒韦股东大会(Berkshire Hathaway 2018 Annual Shareholders Meeting)将在5与5日于美国内布拉斯加州的西部金融重镇奥马哈召开。对于这一场资本主义世界的顶级欢宴与朝圣之旅,老虎证券绝不缺席。老虎将派分析师陪同美股投资者们来到大会现场,第一时间跟大家分享今年大会的见闻,解读巴菲特最新的投资动向与观点。届时,老虎证券APP TigerTrade 也将上线股东大会的直播视频。 在此之前,让我们一起回顾一下巴菲特的十大投资案例,通过真实的投资案例来梳理股神理念的进化与成长。 比亚迪:科技股的初恋 $(01211)$ 最早投资时间: 2008年 清仓时间:仍持有 年化收益率:25%(注:所有的年化收益率计算未包含股息收益) 比亚迪的投资之于伯克希尔的大洋大水,其实仅为沧海一粟;截止2017年底,伯克希尔持有的2.25亿股比亚迪股票,价值19.6亿美元,只占伯克希尔二级市场股权投资的1.1%。然比亚迪是老爷子与中国观众的一次深度交集;而多年后伯克希尔仍然坚定持有比亚迪的股票,近十年来未售一股,也让中国粉丝们颇为暖心。 不过投资比亚迪的念头实际上来自于好基友芒格。当年经人介绍,芒格认识了比亚迪的掌舵人王传福,颇为欣赏。他打电话给巴菲特说:兄弟,我发现一哥们,经营企业比爱迪生还牛逼。巴菲特兴致寥寥地说了声“这好像还不够好”,就挂了电话。过了一会儿芒格又打来:兄弟,我发现这哥们是爱迪生和比尔·盖茨的合体,够不够好了? 如同特斯拉一样,相比于归属在传统的造车业里,比亚迪更属于是科技股。芒格肯定也是如此认为,不然他不会向巴菲特安利比亚迪,因为他恨重资产的造车业恨到骨子里。芒格曾说:“世界上有两种生意,第一种可以每年赚12%的收益,然后年末你","text":"一年一度、别无分店、被昵称为“资本主义的伍德斯托克音乐节”的伯克希尔·哈撒韦股东大会(Berkshire Hathaway 2018 Annual Shareholders Meeting)将在5与5日于美国内布拉斯加州的西部金融重镇奥马哈召开。对于这一场资本主义世界的顶级欢宴与朝圣之旅,老虎证券绝不缺席。老虎将派分析师陪同美股投资者们来到大会现场,第一时间跟大家分享今年大会的见闻,解读巴菲特最新的投资动向与观点。届时,老虎证券APP TigerTrade 也将上线股东大会的直播视频。 在此之前,让我们一起回顾一下巴菲特的十大投资案例,通过真实的投资案例来梳理股神理念的进化与成长。 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——布莱昂·库帕曼访谈(上)","htmlText":"译者注:与索罗斯齐名的对冲基金泰斗Leon Cooperman在美国对冲基金界享有“传奇投资者”的盛誉。他曾在高盛供职长达25年,后创办自己的对冲基金Omega Advisers。Leon奉行价值投资,他将自己的投资策略总结为:“巴菲特的策略是以任何价格买进对的股票和债券,而我则是以对的价格买进任何股票和债券。” Leon掌管的Omega Advisers曾与朱利安·罗伯逊的老虎基金、乔治·索罗斯的量子基金以及梅里韦瑟的长期资本管理公司并称国际四大对冲基金。而现在除了他旗下的对冲基金Omega Advisers掌管约54亿美元资金外,其它三者则因为各种原因,先后关闭。 1991年底,经过25年的工作,Leon先生从高盛退休。他曾担任萨克斯公司的普通合伙人,以及高盛资产管理公司的董事长兼首席执行官,期间组织并启动了一项投资管理业务,创办了Omega Advisors公司。 在高盛(Goldman Sachs)他以合伙人的身份工作了15年,并在管理委员会任职一年(1990-1991)。 1989年,他成为高盛资产管理公司的董事长兼首席执行官,并担任该公司股权产品线的首席投资官,管理着一家开放式共同基金GS Capital Growth Fund,为期一年半。在这些任命之前,Leon在投资研究部门担任了22年的合伙人,投资政策委员会联合主席和股票选择委员会主席。连续九年,他被“机构投资者杂志”年度“全美研究团队”调查评为排名第一的投资组合策略师。 作为指定的CFA,Leon是纽约证券分析师协会的高级会员和前任主席、圣巴纳巴斯发展基金会的名誉主席,哥伦比亚大学商学院监督委员会成员,Damon Runyon癌症研究基金会董事会成员、投资委员会成员。新泽西州表演艺术中心和绿色空间委员会主席,该委员会在新泽西州纽瓦克重建了13个公园。 Leon拥有哥伦比亚商学院的MBA学位和亨","listText":"译者注:与索罗斯齐名的对冲基金泰斗Leon Cooperman在美国对冲基金界享有“传奇投资者”的盛誉。他曾在高盛供职长达25年,后创办自己的对冲基金Omega Advisers。Leon奉行价值投资,他将自己的投资策略总结为:“巴菲特的策略是以任何价格买进对的股票和债券,而我则是以对的价格买进任何股票和债券。” Leon掌管的Omega Advisers曾与朱利安·罗伯逊的老虎基金、乔治·索罗斯的量子基金以及梅里韦瑟的长期资本管理公司并称国际四大对冲基金。而现在除了他旗下的对冲基金Omega Advisers掌管约54亿美元资金外,其它三者则因为各种原因,先后关闭。 1991年底,经过25年的工作,Leon先生从高盛退休。他曾担任萨克斯公司的普通合伙人,以及高盛资产管理公司的董事长兼首席执行官,期间组织并启动了一项投资管理业务,创办了Omega Advisors公司。 在高盛(Goldman Sachs)他以合伙人的身份工作了15年,并在管理委员会任职一年(1990-1991)。 1989年,他成为高盛资产管理公司的董事长兼首席执行官,并担任该公司股权产品线的首席投资官,管理着一家开放式共同基金GS Capital Growth Fund,为期一年半。在这些任命之前,Leon在投资研究部门担任了22年的合伙人,投资政策委员会联合主席和股票选择委员会主席。连续九年,他被“机构投资者杂志”年度“全美研究团队”调查评为排名第一的投资组合策略师。 作为指定的CFA,Leon是纽约证券分析师协会的高级会员和前任主席、圣巴纳巴斯发展基金会的名誉主席,哥伦比亚大学商学院监督委员会成员,Damon Runyon癌症研究基金会董事会成员、投资委员会成员。新泽西州表演艺术中心和绿色空间委员会主席,该委员会在新泽西州纽瓦克重建了13个公园。 Leon拥有哥伦比亚商学院的MBA学位和亨","text":"译者注:与索罗斯齐名的对冲基金泰斗Leon Cooperman在美国对冲基金界享有“传奇投资者”的盛誉。他曾在高盛供职长达25年,后创办自己的对冲基金Omega Advisers。Leon奉行价值投资,他将自己的投资策略总结为:“巴菲特的策略是以任何价格买进对的股票和债券,而我则是以对的价格买进任何股票和债券。” Leon掌管的Omega Advisers曾与朱利安·罗伯逊的老虎基金、乔治·索罗斯的量子基金以及梅里韦瑟的长期资本管理公司并称国际四大对冲基金。而现在除了他旗下的对冲基金Omega Advisers掌管约54亿美元资金外,其它三者则因为各种原因,先后关闭。 1991年底,经过25年的工作,Leon先生从高盛退休。他曾担任萨克斯公司的普通合伙人,以及高盛资产管理公司的董事长兼首席执行官,期间组织并启动了一项投资管理业务,创办了Omega Advisors公司。 在高盛(Goldman Sachs)他以合伙人的身份工作了15年,并在管理委员会任职一年(1990-1991)。 1989年,他成为高盛资产管理公司的董事长兼首席执行官,并担任该公司股权产品线的首席投资官,管理着一家开放式共同基金GS Capital Growth Fund,为期一年半。在这些任命之前,Leon在投资研究部门担任了22年的合伙人,投资政策委员会联合主席和股票选择委员会主席。连续九年,他被“机构投资者杂志”年度“全美研究团队”调查评为排名第一的投资组合策略师。 作为指定的CFA,Leon是纽约证券分析师协会的高级会员和前任主席、圣巴纳巴斯发展基金会的名誉主席,哥伦比亚大学商学院监督委员会成员,Damon Runyon癌症研究基金会董事会成员、投资委员会成员。新泽西州表演艺术中心和绿色空间委员会主席,该委员会在新泽西州纽瓦克重建了13个公园。 Leon拥有哥伦比亚商学院的MBA学位和亨","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219660","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220137,"gmtCreate":1531770916838,"gmtModify":1704896929151,"author":{"id":"3465560720026167","authorId":"3465560720026167","name":"过个哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465560720026167","idStr":"3465560720026167"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/220137","repostId":"219709","repostType":1,"repost":{"id":219709,"gmtCreate":1531735348907,"gmtModify":1704896879747,"author":{"id":"3438990255364840","authorId":"3438990255364840","name":"东哥解读电商","avatar":"https://static.tigerbbs.com/2bc7457fc43b69435eae1ff3cb5f22f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3438990255364840","idStr":"3438990255364840"},"themes":[],"title":"电商壹周|无人货架遭遇挫折,果小美闫利民也要转型做社交电商?","htmlText":"- 作者| 李成东 - 公众号|东哥解读电商(ID: dgjdds) 导语:电商高管每周必读,电商盘点。独家深度解读阿里、京东、亚马逊重要战略动作。扫描行业重点新闻,进行时,事件或数字,革行业窠臼,也欢迎你补充,一起热议...... 重点资讯: 1、无人货架遭遇挫折,果小美也要转型做社交电商? 2、 eBay将重返日本 有望超越雅虎成为第三大电商 3、亚马逊Prime会员日盛大开启 中国独享52小时全球最长定制优惠 小米 $小米集团-W(01810)$ 港交所敲钟 雷军财富达124亿美元 今日,香港首支同股不同权的新股小米(01810-HK)在港交所正式挂牌交易。开盘价16.6港元,较17港元的发行价下跌2.35%。雷军个人财富达到124亿美元,全球排名第115。 DonG解读 恭喜雷军,以及在小米的朋友们。 以539亿美金最低估值IPO,在开始的四天就收获了20%的涨幅,一扫上市前的负面评论。但这只是开始,只要哪天股价跌回发行价,对小米的负面评论依然会接踵而至。 从业务来看,小米智能手机会受到全球智能手机需求下滑影响,高速增长已经很难维持。而小米真正的机会在米家生态体系,把握住家庭入口的机会,或许小米才会更有想象空间。 小米曾经号称中国第二大B2C电商,其实用电商概念显然不太合理,至少现在不是那么合理。但雷军是不会放弃电商梦的,最早做过卓越,扶持陈年做过凡客,这次上市不提电商概念,不代表雷军不会在电商领域长远布局规划。 寺库 $寺库(SECO)$ 获得L Catterton Asia和京东 $京东(JD)$ 1.75亿美元投资 精品生活方式平台寺库官方宣布,与消费品私募投资公司L Catterton的亚洲分公司L Catterton Asia和京东达成战略合作,通过此次合作,寺库将获得1.75亿美元的投资。寺库是奢侈品在线零售商,通过线上线下相结合的精品购物平台,为客户提","listText":"- 作者| 李成东 - 公众号|东哥解读电商(ID: dgjdds) 导语:电商高管每周必读,电商盘点。独家深度解读阿里、京东、亚马逊重要战略动作。扫描行业重点新闻,进行时,事件或数字,革行业窠臼,也欢迎你补充,一起热议...... 重点资讯: 1、无人货架遭遇挫折,果小美也要转型做社交电商? 2、 eBay将重返日本 有望超越雅虎成为第三大电商 3、亚马逊Prime会员日盛大开启 中国独享52小时全球最长定制优惠 小米 $小米集团-W(01810)$ 港交所敲钟 雷军财富达124亿美元 今日,香港首支同股不同权的新股小米(01810-HK)在港交所正式挂牌交易。开盘价16.6港元,较17港元的发行价下跌2.35%。雷军个人财富达到124亿美元,全球排名第115。 DonG解读 恭喜雷军,以及在小米的朋友们。 以539亿美金最低估值IPO,在开始的四天就收获了20%的涨幅,一扫上市前的负面评论。但这只是开始,只要哪天股价跌回发行价,对小米的负面评论依然会接踵而至。 从业务来看,小米智能手机会受到全球智能手机需求下滑影响,高速增长已经很难维持。而小米真正的机会在米家生态体系,把握住家庭入口的机会,或许小米才会更有想象空间。 小米曾经号称中国第二大B2C电商,其实用电商概念显然不太合理,至少现在不是那么合理。但雷军是不会放弃电商梦的,最早做过卓越,扶持陈年做过凡客,这次上市不提电商概念,不代表雷军不会在电商领域长远布局规划。 寺库 $寺库(SECO)$ 获得L Catterton Asia和京东 $京东(JD)$ 1.75亿美元投资 精品生活方式平台寺库官方宣布,与消费品私募投资公司L Catterton的亚洲分公司L Catterton Asia和京东达成战略合作,通过此次合作,寺库将获得1.75亿美元的投资。寺库是奢侈品在线零售商,通过线上线下相结合的精品购物平台,为客户提","text":"- 作者| 李成东 - 公众号|东哥解读电商(ID: dgjdds) 导语:电商高管每周必读,电商盘点。独家深度解读阿里、京东、亚马逊重要战略动作。扫描行业重点新闻,进行时,事件或数字,革行业窠臼,也欢迎你补充,一起热议...... 重点资讯: 1、无人货架遭遇挫折,果小美也要转型做社交电商? 2、 eBay将重返日本 有望超越雅虎成为第三大电商 3、亚马逊Prime会员日盛大开启 中国独享52小时全球最长定制优惠 小米 $小米集团-W(01810)$ 港交所敲钟 雷军财富达124亿美元 今日,香港首支同股不同权的新股小米(01810-HK)在港交所正式挂牌交易。开盘价16.6港元,较17港元的发行价下跌2.35%。雷军个人财富达到124亿美元,全球排名第115。 DonG解读 恭喜雷军,以及在小米的朋友们。 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一年一度、别无分店、被昵称为“资本主义的伍德斯托克音乐节”的伯克希尔·哈撒韦股东大会(Berkshire Hathaway 2018 Annual Shareholders Meeting)将在5与5日于美国内布拉斯加州的西部金融重镇奥马哈召开。对于这一场资本主义世界的顶级欢宴与朝圣之旅,老虎证券绝不缺席。老虎将派分析师陪同美股投资者们来到大会现场,第一时间跟大家分享今年大会的见闻,解读巴菲特最新的投资动向与观点。届时,老虎证券APP TigerTrade 也将上线股东大会的直播视频。 在此之前,让我们一起回顾一下巴菲特的十大投资案例,通过真实的投资案例来梳理股神理念的进化与成长。 比亚迪:科技股的初恋 $(01211)$ 最早投资时间: 2008年 清仓时间:仍持有 年化收益率:25%(注:所有的年化收益率计算未包含股息收益) 比亚迪的投资之于伯克希尔的大洋大水,其实仅为沧海一粟;截止2017年底,伯克希尔持有的2.25亿股比亚迪股票,价值19.6亿美元,只占伯克希尔二级市场股权投资的1.1%。然比亚迪是老爷子与中国观众的一次深度交集;而多年后伯克希尔仍然坚定持有比亚迪的股票,近十年来未售一股,也让中国粉丝们颇为暖心。 不过投资比亚迪的念头实际上来自于好基友芒格。当年经人介绍,芒格认识了比亚迪的掌舵人王传福,颇为欣赏。他打电话给巴菲特说:兄弟,我发现一哥们,经营企业比爱迪生还牛逼。巴菲特兴致寥寥地说了声“这好像还不够好”,就挂了电话。过了一会儿芒格又打来:兄弟,我发现这哥们是爱迪生和比尔·盖茨的合体,够不够好了? 如同特斯拉一样,相比于归属在传统的造车业里,比亚迪更属于是科技股。芒格肯定也是如此认为,不然他不会向巴菲特安利比亚迪,因为他恨重资产的造车业恨到骨子里。芒格曾说:“世界上有两种生意,第一种可以每年赚12%的收益,然后年末你","listText":" 一年一度、别无分店、被昵称为“资本主义的伍德斯托克音乐节”的伯克希尔·哈撒韦股东大会(Berkshire Hathaway 2018 Annual Shareholders Meeting)将在5与5日于美国内布拉斯加州的西部金融重镇奥马哈召开。对于这一场资本主义世界的顶级欢宴与朝圣之旅,老虎证券绝不缺席。老虎将派分析师陪同美股投资者们来到大会现场,第一时间跟大家分享今年大会的见闻,解读巴菲特最新的投资动向与观点。届时,老虎证券APP TigerTrade 也将上线股东大会的直播视频。 在此之前,让我们一起回顾一下巴菲特的十大投资案例,通过真实的投资案例来梳理股神理念的进化与成长。 比亚迪:科技股的初恋 $(01211)$ 最早投资时间: 2008年 清仓时间:仍持有 年化收益率:25%(注:所有的年化收益率计算未包含股息收益) 比亚迪的投资之于伯克希尔的大洋大水,其实仅为沧海一粟;截止2017年底,伯克希尔持有的2.25亿股比亚迪股票,价值19.6亿美元,只占伯克希尔二级市场股权投资的1.1%。然比亚迪是老爷子与中国观众的一次深度交集;而多年后伯克希尔仍然坚定持有比亚迪的股票,近十年来未售一股,也让中国粉丝们颇为暖心。 不过投资比亚迪的念头实际上来自于好基友芒格。当年经人介绍,芒格认识了比亚迪的掌舵人王传福,颇为欣赏。他打电话给巴菲特说:兄弟,我发现一哥们,经营企业比爱迪生还牛逼。巴菲特兴致寥寥地说了声“这好像还不够好”,就挂了电话。过了一会儿芒格又打来:兄弟,我发现这哥们是爱迪生和比尔·盖茨的合体,够不够好了? 如同特斯拉一样,相比于归属在传统的造车业里,比亚迪更属于是科技股。芒格肯定也是如此认为,不然他不会向巴菲特安利比亚迪,因为他恨重资产的造车业恨到骨子里。芒格曾说:“世界上有两种生意,第一种可以每年赚12%的收益,然后年末你","text":"一年一度、别无分店、被昵称为“资本主义的伍德斯托克音乐节”的伯克希尔·哈撒韦股东大会(Berkshire Hathaway 2018 Annual Shareholders Meeting)将在5与5日于美国内布拉斯加州的西部金融重镇奥马哈召开。对于这一场资本主义世界的顶级欢宴与朝圣之旅,老虎证券绝不缺席。老虎将派分析师陪同美股投资者们来到大会现场,第一时间跟大家分享今年大会的见闻,解读巴菲特最新的投资动向与观点。届时,老虎证券APP TigerTrade 也将上线股东大会的直播视频。 在此之前,让我们一起回顾一下巴菲特的十大投资案例,通过真实的投资案例来梳理股神理念的进化与成长。 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