周六公布的伯克希尔第一季度业绩中,最引人注目的消息是该公司的现金储备持续增加,目前已超过 3470 亿美元。这一数字较去年同期的约 1880 亿美元有所上升。
该公司在第一季度报告中还透露,其未回购公司的任何股份。
巴菲特过去曾表示,只有当公司股价跌至账面价值的 1.2 倍以下时,他才会回购股份;如今该公司股票的交易价格接近每股账面价值的 1.8 倍。尽管巴菲特对这一规则的态度有所松动,但决定不回购伯克希尔的股票,同时还削减公司的其他股票持仓,这表明这位奥马哈先知目前确实对几乎没有资产感兴趣。
我们预计这一话题将在周六的议程中占据主导地位。
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