巴老爷子去年第四季度开始减仓$苹果.US ,厨子确实令人失望,大概率会持续减下去,和减持 byd 一样。

确实业绩不好该减持减持,策略没有错!

最佩服的是 94 岁了,头脑还这么清醒!

LongPort - 价值&投资
价值&投资

$伯克希尔哈撒韦-A.US 巴老爷子手握 1880 亿现金,我记得去年是 1500 亿,这么多现金找不到好的标的,也反映出一个问题,大部分标的估值太高了!🤔思考一下我们韭菜该如何应对呢?

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