Investing Simplified - Professor G 对 $BRK.B 的判断变化

2026-09-12看涨
It’s Boring… But This Is How You Build REAL WEALTH
BRK.B 是一项长期“买入并持有”的资产,其支撑来自多元化、管理层质量以及可用于机会性买入的现金储备。

第一个是Berkshire Hathway。这是一只买入并永久持有的股票,因为它让投资者获得一篮子多元化优质企业的敞口、纪律严明的资本配置,以及Warren Buffett的长期投资理念。

更不用说他们持有的巨额现金,可以在下一次崩盘中有企业大规模失败时去收购更多企业。

Number one is Berkshire Hathway. This one's a buy and hold forever stock because it gives investors exposure to a diversified collection of highquality businesses, disciplined capital allocation, and Warren Buffett's long-term investing philosophy. Not to mention the behemoth cash pile they have to go buy more businesses when they start to fail big time in the next crash.