平凡hwy

我对这个世界一无所知

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Finally – getting to our third point – we will never engage in operating or investment practices that can result in sudden demands for large sums. That means we will not expose Berkshire to short-term debt maturities of size nor enter into derivative contracts or other busi...

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We could do that because we always maintain at least $20 billion – and usually far more – in cash equivalents. And by that we mean U.S. Treasury bills, not other substitutes for cash that are claimed to deliver liquidity and actually do so, except when it is truly needed. W...

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At Berkshire, our “breathing” went uninterrupted. Indeed, in a three-week period spanning late September and early October, we supplied $15.6 billion of fresh money to American businesses.
在伯克希尔，我们的“呼吸”从未中断。事实上，在 9 月底至 10 月初的三周时间里，我们...

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American business provided a case study of that in 2008. In September of that year, many long-prosperous companies suddenly wondered whether their checks would bounce in the days ahead. Overnight, their financial oxygen disappeared.
2008 年美国企业就是一个典型案例。那年 9...

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现金的重要性
接下来是现金。在健康的企业中，现金有时被认为是需要最小化的东西——它是一种非生产性资产，会拖累诸如股本回报率等指标。然而，现金之于企业就像氧气之于人：有的时候从不去想它，没有的时候它只是脑子里唯一的东西。——Warren Buffett

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[捂脸] //@大道无形我有型:回复@风陵渡98889: 听着就像偷东西的人老觉得自己偷术不够高一样。其实偷术越高大概率坐牢时间愈长。

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I bought two lots of Maotai shares.Will it fall again? Of courses it will.And the probability is high.Maybe it will shrink under PE ten.Many things you think impossible are possible under the emotion of fear.

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The blueprint he gave me was simple:forget what you know buying fair business at wonderful prices ,instead , buy wonderful business at fair prices.

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持有=买入

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I sold an apple call today.It’s the last one.Us stock hit a new record high.

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$好市多(COST)$ 买了会员，观察了很久，股票价格下不了手

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银座的贵州茅台店，有中文导购，据店员说春节会排队，大概率都是中国人吧

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为什么每个公司只有一个真正的买家//@大道无形我有型:每个公司只有一个真正的买家的意思其实是说这个公司有能力买因为他能赚很多钱，和这个公司此时此刻是不是在回购（注销）或者分红其实并没有直接关系。BRK很多年都没有回购过，真正的投资者也没打过问号哈。很多公司不回购大多是因为真的没有足...