New Money发布 2026-09-06
《The SaaSpocalypse Isn't What Investors Think.》Michael Bury (for the exit signal)
$BRK.B未站边
伯克希尔买入谷歌旨在跑赢国债并顺应AI趋势；然而，一些投资者如Michael Bury已退出BRK.B头寸。
Muneesh Babrai在谈论伯克希尔·哈撒韦对谷歌的投资，他说了一些有趣的话。但现在我们知道巴菲特实际上启动了投资中心，我很想听听你和你的团队对伯克希尔买入谷歌的看法。
Muneesh Babrai was talking about Berkshire Hathaway's investment in Google, and he had some interesting things to say. But now that we know Buffett actually started the investment center, I'm interested to hear your and your team's take on Berkshire's Google buy-in.
Michael Bury看了一眼，只是说：“我不再买入伯克希尔·哈撒韦了。”你听到了吗？“嗯，那是旧的投资方式已经结束的信号，他们已经转向了别的东西。”
Michael Bury took a look at it and simply said, "I'm done buying Berkshire Hathaway." Did you hear that? "Well, that's the signal that the old way of investing is over, and they've moved on to something else."
