跌跌樂吧！
留4成資金 準備等象群

真是棒
等好幾年了
準備打恐龍

+1
這麼大牛頭股票，市值這樣大，要等淑價，需要極端的耐心與意志力

股價下跌,公司持續stock repurchases,老巴應該蠻開心的.

2013AR(p.7):

Berkshire increased its ownership interest last year in each of its “Big Four” investments – American
Express, Coca-Cola, IBM and Wells Fargo. We purchased additional shares of Wells Fargo (increasing
our ownership to 9.2% versus 8.7% at yearend 2012) and IBM (6.3% versus 6.0%). Meanwhile, stock
repurchases at Coca-Cola and American Express raised our percentage ownership. Our equity in Coca-
Cola grew from 8.9% to 9.1% and our interest in American Express from 13.7% to 14.2%. And, if you
think tenths of a percent aren’t important, ponder this math: For the four companies in aggregate, each
increase of one-tenth of a percent in our share of their equity raises Berkshire’s share of their annual
earnings by $50 million.

[ 本帖最後由 polyperry 於 2014-4-15 21:29 編輯 ]

TSCDY從52週的最高價18.51到現在大概跌了20幾%，年初北半球大雪，盈收受創，又逢波克夏減碼，盈在表也很難看，一時間市場好像看衰他。
最近看到一篇文章提供了一個不同看法，我覺得很有趣，在此分享。
假設把Tesco分拆成兩個事業：1.地產開發2.零售事業
Tesco的地產市價約值380億英鎊，可稱為全世界最大地產開發商，目前公司市值約240億鎊。扣掉70億負債，地產值約310億。
意思是說如果同學有240億鎊可以把Tesco買下來，馬上把地賣掉可以賺70億且可以免費得到Tesco的零售事業。
不過分析的人說因為地賣了，所以70億要拿來付房租。所以現在買Tesco，零售事業免費。

http://seekingalpha.com/article/2112993-tesco-buy-the-property-get-the-retailer-for-free