《Joe Tigay on Quiet VIX, Hyperscaler AI Spending & BRK/B, JPM, CAT Value》
Berkshire Hathaway 备受推崇,其庞大的现金储备与强劲的底层业务使其在市场下行及 AI 板块波动中具备韧性。
你更看好哪些股票,Berkshire Hathaway 和 JPMorgan?
Which stocks do you prefer, Berkshire Hathaway and JPMorgan?
你更看好哪些股票,Berkshire Hathaway 和 JPMorgan?
Which stocks do you prefer, Berkshire Hathaway and JPMorgan?
是的,我们长期以来一直是巴菲特先生和查理·芒格的拥趸。还有格雷格·阿贝尔,他一步步从基层晋升上来,他们在继任规划方面做得非常出色。
Yes, we have long been fans of Mr. Buffett and Charlie Munger. And also Greg Abel, he has worked his way up through the ranks, and they have done a really great job with regard to succession planning.
同样,在伯克希尔,有许多重要的公司长期以来一直是这一综合企业结构的一部分。因此,我们实际上是在长期坚定地支持伯克希尔·哈撒韦。
Likewise, in Berkshire, you have many important companies that have been part of this conglomerate structure for a long time. Therefore, we are in fact backing Berkshire Hathaway very strongly in the long term.