※ 引述《s72005ming (QQ)》之铭言： : 巴菲特身为价值投资者 : 名言：别人恐惧我贪婪，别人贪婪我恐惧 : 中国股市经过这几年的修正 : 本益比已经创下20年新低 : 反观台股全市场本益比已经创下20年新高 : 这样来看中国股市似乎更符合巴菲特投资哲学 : 但波克夏的持股却没有增加持有中国股市部位 : 巴菲特为何不抄底中国股市？ : ----- : Sent from JPTT on my Samsung SM-S9260. 你都不看股东信/Shareholder Letters?? https://www.berkshirehathaway.com/letters/2023ltr.pdf 他这样说 很呛吧 "There remain only a handful of companies in this country (美国) capable of truly moving the needle at Berkshire, and they have been endlessly picked over by us and by others. Some we can value; some we can’t. And, if we can, they have to be attractively priced. Outside the U.S.(外国例如中国), there are essentially no candidates that are meaningful options for capital deployment at Berkshire. All in all, we have no possibility of eye-popping performance." 太呛了吧 直接来一句 no meaningful no candidates that are meaningful options for capital deployment at Berkshire 还有比这更歧视的吗??? --

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