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Charles_4283
12-22 09:58
芒格不在了
增持西方石油，巴菲特违背了自己的一个原则
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08:43","market":"us","language":"zh","title":"增持西方石油，巴菲特违背了自己的一个原则","url":"https://stock-news.laohu8.com/highlight/detail?id=2493963262","media":"虎嗅","summary":"不过，今年巴菲特违背了这一原则，将苹果的持股削减了三分之二，至3亿股。今年西方石油和Sirius XM均大幅下跌，股价持续低于伯克希尔的平均买入成本。西方石油一直是巴菲特近年来买入规模最大的股票之一。今年6月以来，伯克希尔对西方石油的持仓没有发生变化，然后在股价处于52周低点时买入。受巴菲特增持的影响，西方石油周五上涨3.9%，至47.13美元。","content":"<html><head></head><body><p>根据《巴伦周刊》的估计，减持<a href=\"https://laohu8.com/S/AAPL\">苹果</a>导致巴菲特错过了350多亿美元的收益，与此同时，今年<a href=\"https://laohu8.com/S/OXY\">西方石油</a>和Sirius XM均大幅下跌，股价持续低于<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>的平均买入成本。巴菲特似乎在 “拔掉鲜花，浇灌野草”。</p><p>持续投资赢家，不要增持亏损的投资，是巴菲特最爱的箴言之一，伯克希尔-哈撒韦最近增持西方石油（OXY）和Sirius XM Holdings（SIRI）的操作似乎违背了这一原则。</p><p>巴菲特在1988年的年度致股东信中谈到了这个话题，并且表扬了彼得·林奇（Peter Lynch），当时林奇是富达（Fidelity）的超级明星基金经理，负责管理Fidelity Magellan基金。</p><p>巴菲特写道：“我们和那些在公司业绩好的时候急着卖出股票锁定利润、却在公司业绩不及预期时坚持持有的人完全相反，彼得·林奇恰如其分地将这种行为比作‘拔掉鲜花，浇灌野草’。”</p><p>多年来，巴菲特一直遵循着这种做法，持续投资于伯克希尔3000亿美元投资组合中的<a href=\"https://laohu8.com/S/AXP\">美国运通</a>（AXP）和<a href=\"https://laohu8.com/S/KO\">可口可乐</a>（KO）等大赢家。</p><p>不过，今年巴菲特违背了这一原则，将苹果（APPL）的持股削减了三分之二，至3亿股。根据《巴伦周刊》的估计，减持苹果导致巴菲特错过了350多亿美元的收益，并给他带来了总计可能达到200亿美元的税单。</p><p>今年西方石油和Sirius XM均大幅下跌，股价持续低于伯克希尔的平均买入成本。本周二至周四期间，伯克希尔斥资约4.05亿美元以每股46美元的均价买入890万股西方石油的股票，持股数量达到2.642亿股，持股比例达到28%，价值约为120亿美元。西方石油一直是巴菲特近年来买入规模最大的股票之一。</p><p>今年6月以来，伯克希尔对西方石油的持仓没有发生变化，然后在股价处于52周低点时买入。根据《巴伦周刊》的估计，伯克希尔的平均买入成本约为每股53美元，账面亏损约为15亿美元。</p><p>受巴菲特增持的影响，西方石油周五上涨3.9%，至47.13美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e10e28011ef71c35e62e7d0412f458f0\" tg-width=\"560\" tg-height=\"240\"/></p><p>从周二到周四，伯克希尔以超过1亿美元买入卫星广播公司Sirius XM约500万股股票，平均买入价格约为每股21美元，接近其52周低点。伯克希尔目前持有Sirius XM 1.175亿股股票，价值约23亿美元，持股比例约为35%。</p><p>Sirius XM周五上涨12%，至23.08美元，但今年迄今累计下跌近60%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa194ed10a0d277f8b884fec2f113c95\" tg-width=\"560\" tg-height=\"240\"/></p><p>年内累计下跌是因为投资者担心该公司明年用户数量可能会因为客户群老龄化而下降，其他原因包括业绩指引小幅下滑以及100亿美元的债务。</p><p>据信，Sirius XM的持股由巴菲特的副手泰德·韦施勒（Ted Weschler）管理，韦施勒和托德·库姆斯（Todd Combs）共同管理伯克希尔大约10%的股票投资组合。《巴伦周刊》估计，伯克希尔对Sirius XM的投资可能损失高达50%。</p><p>伯克希尔没有回复记者的置评请求。</p><p>伯克希尔还增持了提供互联网域名注册服务的VeriSign（VRSN），这是10年来的第一次增持。伯克希尔斥资约4500万美元买入VeriSign，目前持股数量为1300万股，价值约25亿美元。这笔投资对伯克希尔来说是比较成功，过去10年股价上涨超过200%。</p><p>本文来自微信公众号：巴伦中文，作者：安德鲁·巴里，编辑：郭力群</p></body></html>","source":"tencent","collect":0,"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>增持西方石油，巴菲特违背了自己的一个原则</title>\n<style 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}\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\">\n增持西方石油，巴菲特违背了自己的一个原则\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-22 08:43 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241222073715ab8a4737&s=b><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据《巴伦周刊》的估计，减持苹果导致巴菲特错过了350多亿美元的收益，与此同时，今年西方石油和Sirius XM均大幅下跌，股价持续低于伯克希尔的平均买入成本。巴菲特似乎在 “拔掉鲜花，浇灌野草”。持续投资赢家，不要增持亏损的投资，是巴菲特最爱的箴言之一，伯克希尔-哈撒韦最近增持西方石油（OXY）和Sirius XM Holdings（SIRI）的操作似乎违背了这一原则。巴菲特在1988年的年度致...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241222073715ab8a4737&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) 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A-ACC-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241222073715ab8a4737&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2493963262","content_text":"根据《巴伦周刊》的估计，减持苹果导致巴菲特错过了350多亿美元的收益，与此同时，今年西方石油和Sirius XM均大幅下跌，股价持续低于伯克希尔的平均买入成本。巴菲特似乎在 “拔掉鲜花，浇灌野草”。持续投资赢家，不要增持亏损的投资，是巴菲特最爱的箴言之一，伯克希尔-哈撒韦最近增持西方石油（OXY）和Sirius XM Holdings（SIRI）的操作似乎违背了这一原则。巴菲特在1988年的年度致股东信中谈到了这个话题，并且表扬了彼得·林奇（Peter Lynch），当时林奇是富达（Fidelity）的超级明星基金经理，负责管理Fidelity Magellan基金。巴菲特写道：“我们和那些在公司业绩好的时候急着卖出股票锁定利润、却在公司业绩不及预期时坚持持有的人完全相反，彼得·林奇恰如其分地将这种行为比作‘拔掉鲜花，浇灌野草’。”多年来，巴菲特一直遵循着这种做法，持续投资于伯克希尔3000亿美元投资组合中的美国运通（AXP）和可口可乐（KO）等大赢家。不过，今年巴菲特违背了这一原则，将苹果（APPL）的持股削减了三分之二，至3亿股。根据《巴伦周刊》的估计，减持苹果导致巴菲特错过了350多亿美元的收益，并给他带来了总计可能达到200亿美元的税单。今年西方石油和Sirius XM均大幅下跌，股价持续低于伯克希尔的平均买入成本。本周二至周四期间，伯克希尔斥资约4.05亿美元以每股46美元的均价买入890万股西方石油的股票，持股数量达到2.642亿股，持股比例达到28%，价值约为120亿美元。西方石油一直是巴菲特近年来买入规模最大的股票之一。今年6月以来，伯克希尔对西方石油的持仓没有发生变化，然后在股价处于52周低点时买入。根据《巴伦周刊》的估计，伯克希尔的平均买入成本约为每股53美元，账面亏损约为15亿美元。受巴菲特增持的影响，西方石油周五上涨3.9%，至47.13美元。从周二到周四，伯克希尔以超过1亿美元买入卫星广播公司Sirius XM约500万股股票，平均买入价格约为每股21美元，接近其52周低点。伯克希尔目前持有Sirius XM 1.175亿股股票，价值约23亿美元，持股比例约为35%。Sirius XM周五上涨12%，至23.08美元，但今年迄今累计下跌近60%。年内累计下跌是因为投资者担心该公司明年用户数量可能会因为客户群老龄化而下降，其他原因包括业绩指引小幅下滑以及100亿美元的债务。据信，Sirius XM的持股由巴菲特的副手泰德·韦施勒（Ted Weschler）管理，韦施勒和托德·库姆斯（Todd Combs）共同管理伯克希尔大约10%的股票投资组合。《巴伦周刊》估计，伯克希尔对Sirius XM的投资可能损失高达50%。伯克希尔没有回复记者的置评请求。伯克希尔还增持了提供互联网域名注册服务的VeriSign（VRSN），这是10年来的第一次增持。伯克希尔斥资约4500万美元买入VeriSign，目前持股数量为1300万股，价值约25亿美元。这笔投资对伯克希尔来说是比较成功，过去10年股价上涨超过200%。本文来自微信公众号：巴伦中文，作者：安德鲁·巴里，编辑：郭力群","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":384214300184800,"gmtCreate":1734832732468,"gmtModify":1734832865506,"author":{"id":"3586818362885939","authorId":"3586818362885939","name":"Charles_4283","avatar":"https://static.tigerbbs.com/103e2aadd598bd443f973cc81043711e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586818362885939","authorIdStr":"3586818362885939"},"themes":[],"htmlText":"芒格不在了","listText":"芒格不在了","text":"芒格不在了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384214300184800","repostId":"2493963262","repostType":2,"repost":{"id":"2493963262","kind":"news","pubTimestamp":1734828189,"share":"https://www.laohu8.com/m/news/2493963262?lang=&edition=full","pubTime":"2024-12-22 08:43","market":"us","language":"zh","title":"增持西方石油，巴菲特违背了自己的一个原则","url":"https://stock-news.laohu8.com/highlight/detail?id=2493963262","media":"虎嗅","summary":"不过，今年巴菲特违背了这一原则，将苹果的持股削减了三分之二，至3亿股。今年西方石油和Sirius XM均大幅下跌，股价持续低于伯克希尔的平均买入成本。西方石油一直是巴菲特近年来买入规模最大的股票之一。今年6月以来，伯克希尔对西方石油的持仓没有发生变化，然后在股价处于52周低点时买入。受巴菲特增持的影响，西方石油周五上涨3.9%，至47.13美元。","content":"<html><head></head><body><p>根据《巴伦周刊》的估计，减持<a href=\"https://laohu8.com/S/AAPL\">苹果</a>导致巴菲特错过了350多亿美元的收益，与此同时，今年<a href=\"https://laohu8.com/S/OXY\">西方石油</a>和Sirius XM均大幅下跌，股价持续低于<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>的平均买入成本。巴菲特似乎在 “拔掉鲜花，浇灌野草”。</p><p>持续投资赢家，不要增持亏损的投资，是巴菲特最爱的箴言之一，伯克希尔-哈撒韦最近增持西方石油（OXY）和Sirius XM Holdings（SIRI）的操作似乎违背了这一原则。</p><p>巴菲特在1988年的年度致股东信中谈到了这个话题，并且表扬了彼得·林奇（Peter Lynch），当时林奇是富达（Fidelity）的超级明星基金经理，负责管理Fidelity Magellan基金。</p><p>巴菲特写道：“我们和那些在公司业绩好的时候急着卖出股票锁定利润、却在公司业绩不及预期时坚持持有的人完全相反，彼得·林奇恰如其分地将这种行为比作‘拔掉鲜花，浇灌野草’。”</p><p>多年来，巴菲特一直遵循着这种做法，持续投资于伯克希尔3000亿美元投资组合中的<a href=\"https://laohu8.com/S/AXP\">美国运通</a>（AXP）和<a href=\"https://laohu8.com/S/KO\">可口可乐</a>（KO）等大赢家。</p><p>不过，今年巴菲特违背了这一原则，将苹果（APPL）的持股削减了三分之二，至3亿股。根据《巴伦周刊》的估计，减持苹果导致巴菲特错过了350多亿美元的收益，并给他带来了总计可能达到200亿美元的税单。</p><p>今年西方石油和Sirius XM均大幅下跌，股价持续低于伯克希尔的平均买入成本。本周二至周四期间，伯克希尔斥资约4.05亿美元以每股46美元的均价买入890万股西方石油的股票，持股数量达到2.642亿股，持股比例达到28%，价值约为120亿美元。西方石油一直是巴菲特近年来买入规模最大的股票之一。</p><p>今年6月以来，伯克希尔对西方石油的持仓没有发生变化，然后在股价处于52周低点时买入。根据《巴伦周刊》的估计，伯克希尔的平均买入成本约为每股53美元，账面亏损约为15亿美元。</p><p>受巴菲特增持的影响，西方石油周五上涨3.9%，至47.13美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e10e28011ef71c35e62e7d0412f458f0\" tg-width=\"560\" tg-height=\"240\"/></p><p>从周二到周四，伯克希尔以超过1亿美元买入卫星广播公司Sirius XM约500万股股票，平均买入价格约为每股21美元，接近其52周低点。伯克希尔目前持有Sirius XM 1.175亿股股票，价值约23亿美元，持股比例约为35%。</p><p>Sirius XM周五上涨12%，至23.08美元，但今年迄今累计下跌近60%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa194ed10a0d277f8b884fec2f113c95\" tg-width=\"560\" tg-height=\"240\"/></p><p>年内累计下跌是因为投资者担心该公司明年用户数量可能会因为客户群老龄化而下降，其他原因包括业绩指引小幅下滑以及100亿美元的债务。</p><p>据信，Sirius XM的持股由巴菲特的副手泰德·韦施勒（Ted Weschler）管理，韦施勒和托德·库姆斯（Todd Combs）共同管理伯克希尔大约10%的股票投资组合。《巴伦周刊》估计，伯克希尔对Sirius XM的投资可能损失高达50%。</p><p>伯克希尔没有回复记者的置评请求。</p><p>伯克希尔还增持了提供互联网域名注册服务的VeriSign（VRSN），这是10年来的第一次增持。伯克希尔斥资约4500万美元买入VeriSign，目前持股数量为1300万股，价值约25亿美元。这笔投资对伯克希尔来说是比较成功，过去10年股价上涨超过200%。</p><p>本文来自微信公众号：巴伦中文，作者：安德鲁·巴里，编辑：郭力群</p></body></html>","source":"tencent","collect":0,"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>增持西方石油，巴菲特违背了自己的一个原则</title>\n<style 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}\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\">\n增持西方石油，巴菲特违背了自己的一个原则\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-22 08:43 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241222073715ab8a4737&s=b><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据《巴伦周刊》的估计，减持苹果导致巴菲特错过了350多亿美元的收益，与此同时，今年西方石油和Sirius XM均大幅下跌，股价持续低于伯克希尔的平均买入成本。巴菲特似乎在 “拔掉鲜花，浇灌野草”。持续投资赢家，不要增持亏损的投资，是巴菲特最爱的箴言之一，伯克希尔-哈撒韦最近增持西方石油（OXY）和Sirius XM Holdings（SIRI）的操作似乎违背了这一原则。巴菲特在1988年的年度致...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241222073715ab8a4737&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) 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A-ACC-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241222073715ab8a4737&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2493963262","content_text":"根据《巴伦周刊》的估计，减持苹果导致巴菲特错过了350多亿美元的收益，与此同时，今年西方石油和Sirius XM均大幅下跌，股价持续低于伯克希尔的平均买入成本。巴菲特似乎在 “拔掉鲜花，浇灌野草”。持续投资赢家，不要增持亏损的投资，是巴菲特最爱的箴言之一，伯克希尔-哈撒韦最近增持西方石油（OXY）和Sirius XM Holdings（SIRI）的操作似乎违背了这一原则。巴菲特在1988年的年度致股东信中谈到了这个话题，并且表扬了彼得·林奇（Peter Lynch），当时林奇是富达（Fidelity）的超级明星基金经理，负责管理Fidelity Magellan基金。巴菲特写道：“我们和那些在公司业绩好的时候急着卖出股票锁定利润、却在公司业绩不及预期时坚持持有的人完全相反，彼得·林奇恰如其分地将这种行为比作‘拔掉鲜花，浇灌野草’。”多年来，巴菲特一直遵循着这种做法，持续投资于伯克希尔3000亿美元投资组合中的美国运通（AXP）和可口可乐（KO）等大赢家。不过，今年巴菲特违背了这一原则，将苹果（APPL）的持股削减了三分之二，至3亿股。根据《巴伦周刊》的估计，减持苹果导致巴菲特错过了350多亿美元的收益，并给他带来了总计可能达到200亿美元的税单。今年西方石油和Sirius XM均大幅下跌，股价持续低于伯克希尔的平均买入成本。本周二至周四期间，伯克希尔斥资约4.05亿美元以每股46美元的均价买入890万股西方石油的股票，持股数量达到2.642亿股，持股比例达到28%，价值约为120亿美元。西方石油一直是巴菲特近年来买入规模最大的股票之一。今年6月以来，伯克希尔对西方石油的持仓没有发生变化，然后在股价处于52周低点时买入。根据《巴伦周刊》的估计，伯克希尔的平均买入成本约为每股53美元，账面亏损约为15亿美元。受巴菲特增持的影响，西方石油周五上涨3.9%，至47.13美元。从周二到周四，伯克希尔以超过1亿美元买入卫星广播公司Sirius XM约500万股股票，平均买入价格约为每股21美元，接近其52周低点。伯克希尔目前持有Sirius XM 1.175亿股股票，价值约23亿美元，持股比例约为35%。Sirius XM周五上涨12%，至23.08美元，但今年迄今累计下跌近60%。年内累计下跌是因为投资者担心该公司明年用户数量可能会因为客户群老龄化而下降，其他原因包括业绩指引小幅下滑以及100亿美元的债务。据信，Sirius XM的持股由巴菲特的副手泰德·韦施勒（Ted Weschler）管理，韦施勒和托德·库姆斯（Todd Combs）共同管理伯克希尔大约10%的股票投资组合。《巴伦周刊》估计，伯克希尔对Sirius XM的投资可能损失高达50%。伯克希尔没有回复记者的置评请求。伯克希尔还增持了提供互联网域名注册服务的VeriSign（VRSN），这是10年来的第一次增持。伯克希尔斥资约4500万美元买入VeriSign，目前持股数量为1300万股，价值约25亿美元。这笔投资对伯克希尔来说是比较成功，过去10年股价上涨超过200%。本文来自微信公众号：巴伦中文，作者：安德鲁·巴里，编辑：郭力群","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
