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Berkshire's Amazon buy isn't a shift away from "value" investing

2019 年伯克希尔股东大会 · 英文原档

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After Warren Buffett reveals that one of Berkshire Hathaway's two portfolio managers has bought "some" Amazon stock, he rejects the suggestion it's a sign the company is changing its long-standing investment philosophy. He and Charlie Munger, however, have some regrets over a lost tech opportunity for which they are "atoning."

原站时间: 2019-05-04T14:15:14+0000

会议年份: 2019

After Warren Buffett reveals that one of Berkshire Hathaway's two portfolio managers has bought "some" Amazon stock, he rejects the suggestion it's a sign the company is changing its long-standing investment philosophy. He and Charlie Munger, however, have some regrets over a lost tech opportunity for which they are "atoning."

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