Buffett

7 atoms · 跨 4 天 · 首见 2026-05-05 · 最近 2026-05-16

三色: 🟦 fact 4 · 🟥 take 3 · stance ▲2/▼4/◆0

来源: X 7

时态: fresh:4 · aging:3

标签: 好观点:3 · 好数字:2 · 好信源:1 · 好问题:1

叙事 (narrative) (3)

• 2026-05-09 [老化中] · 错过了很多优秀的AI相关公司
  They missed out on many wonderful businesses bc of their thought process.
  tags: 好观点 · → daily
• 2026-05-08 [老化中] · 投资理念过于教条僵化
  But Buffett & Minger seemed way too dogmatic & set in their ways for decades.
  tags: 好观点 · → daily
• 2026-05-05 [老化中] · would be better to embrace and harvest geopolitical risk premium
  Wouldn’t it be better to embrace and harvest geopol risk premium?
  tags: 好问题 · → daily

事实 (fact) (4)

• 2026-05-16 · loaded up on GOOG
  Buffett/Abel and Chris Hohn massively loaded up on $GOOG.
  tags: 好数字 · → daily
• 2026-05-16 · dumped V and MA positions
  I can't believe Abel dumped $V and $MA.
  tags: 好数字 · → daily
• 2026-05-05 · divested from TSMC due to geopolitical risks across Taiwan straits
  Buffett divested from TSMC due to his concerns about its exposure to geopolitical risks across the Taiwan straits.
  tags: 好信源 · → daily
• 2026-05-05 · portfolio includes AAPL comprising half, with geopolitical exposures on both demand and supply sides
  Yet, AAPL comprises half of his portfolio with geopol exposures on both demand and supply sides.
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-05-16 · fact · loaded up on GOOG · → daily
• 2026-05-16 · fact · dumped V and MA positions · → daily
• 2026-05-09 · narrative · 错过了很多优秀的AI相关公司 · → daily
• 2026-05-08 · narrative · 投资理念过于教条僵化 · → daily
• 2026-05-05 · fact · divested from TSMC due to geopolitical risks across Taiwan s · → daily
• 2026-05-05 · fact · portfolio includes AAPL comprising half, with geopolitical e · → daily
• 2026-05-05 · narrative · would be better to embrace and harvest geopolitical risk pre · → daily

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