他认为资产管理业务具有非常有吸引力的经济效益,因为
a) 它们不需要大量资本,
b) 具有极高的运营杠杆,并且
c)如果它们能够为投资者带来有吸引力的回报,则该业务可以实现巨大增长。
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He believes that asset management businesses have very attractive economics since a) they don't need a lot of capital, b) there is extreme operational leverage and c) the business can grow tremendously if they can generate attractive returns for investors.//@坚信价值:回复@ZenQAQ:Mohnish在三季度终于在$美光科技(MU)$ 之外新买入了一只美股,$Brookfield资管(BAM)$ 。
按照他大嘴巴的性格,估计很快会看到他在油管上详细吹票。
Mohinish曾经这样评价博枫的CEO:布鲁斯是实物资产和房地产方面最优秀的全球价值投资者(Bruce is the best global value investor of real assets and real estate).
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2022-11-10 10:26原帖已被作者删除