本系列文章将根据股神巴菲特掌舵的伯克希尔·哈撒韦公司历年持仓股票名单,以及近几个季度公司的F13投资组合变动报告的披露,从中选取不同板块中的代表性股票深入分析;以近40余年的《巴菲特:致股东的一封信》为原始研究资料,追溯巴菲特首次投资各股的原因及历年持仓变动情况,总结其...查看全文
坚信价值2019-08-28 20:28
巴菲特有个很少被提到的二级市场投资,传媒大亨约翰马龙(John Malone)的Liberty Media。
很少被注意到是因为:
Liberty Media集团针对旗下不同业务、不同投票权发行了很多不同股票。伯克希尔这笔投资名义上分散在8个不同的股票上,每个单独都分量不大,躲在了伯克希尔持仓披露表的后面。<...查看全文
pegcap2019-01-07 08:23
周末刷股票看到一个很有意思的deal. Liberty Media 的三个跟踪股票 $Liberty SiriusXM A股(LSXMA)$ , LSXMB, $自由媒体SiriusXM(LSXMK)$ 市值加起来12.5B, 然而他们代表的$Sirius XM控股(SIRI)$ 权益减去现金和债, 有19.1B了。 折价到34%. 是否考虑做多LSXMK空SIRI 的配对. 风险在于1) 没有什么回...查看全文
$自由媒体SiriusXM(LSXMK)$ SC 13G Statement of acquisition of beneficial ownership by individuals Accession Number: 0001104659-24-021346 Act: 34 Size: 13 KB 网页链接
$自由媒体SiriusXM(LSXMK)$ SC 13G/A [Amend] Statement of acquisition of beneficial ownership by individuals Accession Number: 0001104659-24-021349 Act: 34 Size: 13 KB 网页链接
$自由媒体SiriusXM(LSXMK)$ SC 13G Statement of acquisition of beneficial ownership by individuals Accession Number: 0001104659-24-021345 Act: 34 Size: 17 KB 网页链接
$自由媒体SiriusXM(LSXMK)$ SC 13G/A [Amend] Statement of acquisition of beneficial ownership by individuals Accession Number: 0001104659-24-021347 Act: 34 Size: 13 KB 网页链接
$自由媒体SiriusXM(LSXMK)$ SC 13G/A [Amend] Statement of acquisition of beneficial ownership by individuals Accession Number: 0001104659-24-021350 Act: 34 Size: 13 KB 网页链接
$自由媒体SiriusXM(LSXMK)$ SC 13G Statement of acquisition of beneficial ownership by individuals Accession Number: 0001104659-24-021348 Act: 34 Size: 13 KB 网页链接
$自由媒体SiriusXM(LSXMK)$ SC 13G Statement of acquisition of beneficial ownership by individuals Accession Number: 0001011438-24-000182 Act: 34 Size: 106 KB 网页链接
$自由媒体SiriusXM(LSXMK)$ SC 13G Statement of acquisition of beneficial ownership by individuals Accession Number: 0001567619-24-000191 Act: 34 Size: 117 KB 网页链接
$自由媒体SiriusXM(LSXMK)$ SC 13G Statement of acquisition of beneficial ownership by individuals Accession Number: 0001140361-24-007418 Act: 34 Size: 114 KB 网页链接
$自由媒体SiriusXM(LSXMK)$ SC 13G/A [Amend] Statement of acquisition of beneficial ownership by individuals Accession Number: 0001274173-24-000034 Act: 34 Size: 10 KB 网页链接