畢菲特近期入股金礦股,成為城中熱門話題。這位投資大師在市場上的一舉一動都廣受注視,唔少都想跟佢學習,或參考一下他的投資組合🤗。網上有不少追蹤畢菲特動向的專頁,今次同大家介紹其中部份。
CNBC
CNBC的專頁,揭示畢菲特投資旗艦巴郡(BERKSHIRE HATHAWAY, BRK-A, BRK-B)的持貨水平。
去到專頁,大家可以在列表中,按一下上面的工具欄 “Stake”,就可以由高至低,或低至高排列次序,看看巴郡持股所佔公司的比重。
Gurufocus
另一個同樣追蹤畢菲特投資動向的網頁Gurufocus更加仔細。大家亦都可以在工具欄,按一下上面的三角形,排列次序。
畢菲特寫給巴郡股東的信
還有一個畢菲特追隨者不會放過的,是畢菲特寫給巴郡股東的信(SHAREHOLDER LETTERS),這裡搵到多年的紀錄,可以了解畢菲特對投資的看法。
畢菲特投資的10大金句
畢菲特佢老人家其實有好多金句,今次又再拿出來,給大家重溫一下:
- “It’s only when the tide goes out that you discover who’s been swimming naked.”
- “Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.”
- “Price is what you pay. Value is what you get.”
- “Risk comes from not knowing what you are doing.”
- “The business schools reward difficult complex behavior more than simple behavior, but simple behavior is more effective.”
- “Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.”
- “Someone’s sitting in the shade today because someone planted a tree a long time ago.”
- “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”
- “We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.”
- “Honesty is a very expensive gift. Don’t expect it from cheap people.”