Value Investing with Sven Carlin, Ph.D. 对 $BRK.B 的判断变化

2026-09-19看涨
《Ben Felix Is Mostly Right, But Where He Isn't Is Extremely Dangerous!!!》
BRK.B 在过去 25 年跑赢标普 500,原因是其利润增长了 14 倍,而市场仅增长 6 倍。

巴菲特在过去 20 年里缺乏成功,

Buffett's lack of success in the last 20 years,

沃伦·巴菲特在 1984 年讨论过这一点,以及他当时是如何跑赢市场的,如果你照着做,你就会继续跑赢市场。但本说,现在已经过去 20 多年了,而沃伦·巴菲特并没有跑赢市场。

Warren Buffett discussed this in 1984 and how he outperformed the market, and if you follow that, you will continue to outperform the market. But Ben says that more than 20 years have passed now and Warren Buffett has not outperformed the market.

2026-09-10
《Easy ETF Index Funds Set And Forget Investing Strategy For Next 10 to 20 Years!》
BRK.B 因持有大量现金且人工智能敞口较低,是省心投资中一个谨慎而“尚可”的选择,不过这种安全性已被市场定价,且保险行业未来可能面临危机。

有没有什么安全的基金,类似那样的,比如Berkshire,能为我做到这一点?

Is there something safe fund, something like that, Berkshire, that can do that for me?

我们都在寻找便宜、省心的基金,而Berkshire手头仍有3660亿美元现金。这占资产负债表的40%多。现在Greg Abel正在花钱,我不知道我和Warren是否意见一致,但那是另一回事。

We all seek for cheap funds, easy, and then Berkshire is still at 366 billion in cash. Which is 40 something percent of the balance sheet. Now Greg Abel is spending something I don't know whether me and Warren agree, but that's a different story.

2026-08-31
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2026-08-27看跌
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