$BRK.B

BRK.B

Berkshire Hathaway Inc. New Common Stock

本窗口内的全部观点与内容

截至 09-06
09-06
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."

09-02
Financial Education发布 2026-09-02
This Stock is the next Nvidia‼️
$BRK.B看跌
BRK.B缺乏增长;说话者无意持有。

有一家公司缺乏增长,那就是伯克希尔·哈撒韦。它无疑是一家伟大的公司,沃伦·巴菲特在那里建立的成就是非凡的。你将看到的最大的现金堆之一。我的意思是,这绝对荒谬。政府应该向他们借钱。

这太疯狂了,不是吗?但是,伯克希尔·哈撒韦缺乏增长。所以,我对它不感兴趣。

there is one company that lacks growth and that is Berkshire Hathaway. It's undoubtedly a great company, and what Warren Buffett has built there is extraordinary. One of the largest piles of cash you'll ever see. I mean, this is absolutely ridiculous. The government should ask them for a loan. This is crazy, isn't it ? But, Berkshire Hathaway lacks growth. So, I'm not interested in that.

08-31
Internationals & US Investing Strategic Approach!!! (4 Stocks To Buy)
$BRK.B未站边
BRK.B 比标普500更安全,但其过去十年3-4倍的增长表明未来长期回报有限。

我们讨论了伯克希尔作为安全资产。它应该比标普500更安全,但该公司在过去十年中也上涨了4倍、3倍,这意味着其长期回报可能不会那么出色。

We discussed Birkshshire as safety. That should be better safety than the S&P 500, but the company is also 4x 3x over the last decade, which means that the likely long-term returns will not be that stellar.

更早的记录
08-28
Ranking the Best Serial Acquirers in Markets: Tier List
$BRK.B未站边
由于后巴菲特时代领导层的不确定性以及企业集团效率问题,BRK.B的评级从S下调至S/A。

这有点像伯克希尔。你不能把它放在某个层级之下。但是,我们会讨论伯克希尔,因为那里有一个有趣的情况,即从巴菲特到阿贝尔的交接。

It's sort of like Birkshshire. It's like you can't put it below a certain tier. But you know, we'll talk about Bur Share because there's sort of an interesting um situation there as you've got this migration from Buffett to AEL.

如果你看看伯克希尔的历史,它可能是有史以来最伟大的连环收购者。巴菲特建立的一些资产,它们可能在50年后仍然存在。

if you look at Bergkshire's history it might be the greatest serial choir of all time. Some of the assets that Buffett's built um they're probably going to be around 50 years from now.

伯克希尔,我肯定会的。我的意思是,看看铁路,比如,嗯,那个叫什么?抱歉。伯灵顿北方圣塔菲。所以,是的,我认为他们过去做了一些非常好的收购。我认为他们会存在很长时间。

Bergkshire, I think for sure will. I mean, just look like the trains for instance, you know, um with um um what's it called? Sorry. Uh Burlington Northern Santa Fe. Um so yeah, I mean I I think that that they made some really really good acquisition in the past. I think they'll be around for a long period of time.

08-27
10 Stocks to Buy! Value Investing Quadrant Update 2H 2026
$BRK.B看跌
现在卖出BRK.B,因为价值已被计入价格;预计长期回报率约为6%,风险较低。

下一个,我们有伯克希尔·哈撒韦。我们在财报发布后最近做了几期视频。我说过,如果我持有伯克希尔,我会卖出,但作为长期投资,伯克希尔将会兑现承诺。这就是为什么我把它放在与美国国债相似的位置,但风险要小得多,或者几乎没有风险。

我知道无论发生什么,伯克希尔都会实现其6%的长期回报。如果有通货膨胀,伯克希尔是一家受保护的企业。会有起伏,会有保险问题等等。这就是我说不买的原因。我现在会卖出,然后在它估值更合理时再买回来,因为伯克希尔所有的好消息现在已经反映在价格中了。

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