我们实际上有一只我自己曾经持有过的股票,大约在疫情开始之前的那段时间,但我不再把它放在我的投资组合中。那就是达美航空的股票,股票代码为(DAL),伯克希尔·哈撒韦已向其注资近10亿美元,本季度大幅增持了44%的股份。
We actually have a stock that I myself owned , roughly in the period before the start of the pandemic , but I no longer keep it in my portfolio. It is Delta Air Lines stock , ticker symbol (DAL), into which Berkshire Hathaway has injected nearly $1 billion, significantly increasing its stake by 44% during the quarter.
这只股票也让我有点惊讶,因为正如你可能记得的,这实际上是巴菲特在他那个时代几乎完全放弃的行业。事实上,你可能还记得,在2020年春季疫情崩盘期间,巴菲特著名地且出人意料地抛售了伯克希尔持有的所有航空股。
This stock surprised me a little too, because it is actually a sector that Buffett, as you may recall, had almost completely abandoned when he was around. In fact, you may recall that in the spring of 2020 during the pandemic crash, Buffett famously and unexpectedly divested all of Berkshire's airline stock holdings .