jingruiws
Like Buffett
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kind of faithful old man also can do bit of blazing business occasionally. This month,
buffett announces to had invested 10.7 billion dollar, hold stock of 64 million IBM,
become IBM the 2nd large stockholder,
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outlet store this also is Buffett the dimensions in investing combination at present
the 2nd big stock, be next to the stock of Coke Cola. Of course, the key of this
thing does not depend on the dimensions of investment, however Buffett invested science
and technology actually. Science and technology never invests before <a
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Buffett, and allege all the time won't touch this kind of science and technology that
oneself see do not understand. Buffett ever admitted, he does not touch high-tech company
stock, because lack involves the capacity of this domain,be on one hand, do not know the
stock of high-tech company; The characteristic ascertain making a person that is this
industry on the other hand is not appeared, change is too sharp. This kind of
manner makes Buffett escaped the network bubble 2000, also missed Google, apple, Yamaxun
such getting rich opportunity.
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outlet But the fortune of the Buffett of dedicated and traditional industry increases
rate and was not invested by those science and technology the person of the same trade
falls. Since going 25 years, buffett's Baikexier Hasa is Wei company average and annual
be what partner brings 25% above to add? Long. Buffett liked suddenly to go up it
seems that now science and technology, so large-scale investment IBM also unlike is
simple explore. In addition, buffett returns average this year stock of 9.3 million
Intel. Notable is, the history that Buffett's cost price also is IBM share price almost
is bit taller. If brains of Ba Fei spy still regains consciousness, so the scale that why
his a respectful form of address for an old person changes is so large? This is gotten
first from IBM it is what company speaks of after <a
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TraditionalThe IBM of hundred years history has been a traditional company
actually. Nowadays of
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IBM advocate business Wu (IT service and software) already special maturity, and have
forecast a gender very well. 2002 to 2010 during company of in control of, predecessor
CEO Peng Mingcheng plans company development to be announced ahead of schedule, and
achieved all goals. Buffett also says he discovers a big company wants to change office
of auditor, attorney is an important matter, to IT branch, abandoning IBM to convert
other company also is an important matter.
CultureThe tradition
unexpectedlies occasionally flavour lags behind and conservative, the ability of rise
again is crucial tradition. IBM very the businessman that resembles the sort of
tradition, what to sell to be able to make money, serve to large computer, PC, IT from
inchoate hole puncher and software, the success of each phase is finished by differring
administrative group, this kind of ability is afraid Lian Ping cannot be compared to it
if really, it is the go through the mill with defective place of other and young company
of science and technology more.
LowGood <a
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in reasonable price. IBM share price is nodded high at the history, dan Bafei still
thinks this is a low especially. Reason is current global economy is low fan, the
enterprise cuts cost mostly, IT defray is in reduce level, once economy restores
prosperity, the IT expenses of the enterprise will rise considerably, meet as industry
leader IBM benefit is greater. Cater to wall streetIBM is a company that
likes to make investor contented all along, the faction grows and often counter-purchase
a stock. Come from 2000 2010, the form that IBM counter-purchases with dividend and stock
is returned to partner return 89 billion dollar. Came 2010 2015, IBM plan is returned
again to partner return 70 billion dollar. Before this year 3 quarters, IBM has been
returned to investor returned 4.3 billion dollar. Anyhow, science and technology
the vocabulary in can making a history eventually. If you understand commercial history,
steamer, railroad, car ever was those who make everybody excited " science and technology
". With Buffett's fame and person arteries and veins, if he wants to be in such science
and technology of Google, Facebook gaining profit when IPO is very easy thing.
Ba Fei does not buy science and technology especially, it is a kind of
misunderstanding only actually. Real reason is science and technology often have two
features: It is in front saying change is too sharp, the interference element of return
rate is too much, go against extended hold; 2 it is science and technology grow a reason
because of oneself, meeting give oneself airs measures everybody rights and interests to
undertake reinvest, have get one's own back of dividend extra dividend rarely, and to
investor, tell on firm sense, this just is true redound together, «Low buy sell high »
can return " spec " go in the category. Long-term investor values these two features
most. So Buffett is not do not buy " science and technology ", have however be contrary
to at him " long-term investment "
leather
gucci bagsconcept. A good investor, regular meeting establishs rule to oneself,
regular meeting abides by discipline. Buffett knows well <a
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accomplished so " god " title. About investment, the oldest enemy is him is corrupt read
aloud, investment
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