伯克希尔60年:详解巴菲特投资三阶段背后的商业逻辑

金融界
01 May

现年94岁的巴菲特再一次“封神”。北京时间2月22日9点,伯克希尔哈撒韦官网公布了2024年年度报告,以及一份沃伦·巴菲特每年亲自撰写的致股东信,其中披露,到2024 年底,巴菲特手中的现金再次创纪录地达到3342亿美元,高于第三季度末的3252亿美元。除了经营性现金流的贡献之外,现金的主要源头还来自2024年伯克希尔将流通股持仓从年初的3540亿美元降至年末的2720亿美元,减持的标的包括巴菲特...

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