#跟著股神學投資
巴菲特第二季購股動態與新進持股分析
2024年第二季,巴菲特透過Berkshire Hathaway (BRK.A, BRK.B)的投資組合增持了七檔股票,其中兩檔是新進持股:航空與電子公司Heico (HEI)和化妝品零售商Ulta Beauty (ULTA)。巴菲特購入了104萬股Heico,以及69萬股Ulta Beauty。這些公司雖然各自具備成長潛力,但對於追求低估值的價值投資者來說,Heico的本益比過高,達到61.3倍,而Ulta Beauty的估值則相對較合理,未來本益比約為16.3倍,低於目前S&P 500指數的21.5倍。接下文👇
#美股可致富
Old Timer Trader : He sold 80 BILLION DOLLARS of AAPL stock. Just a year ago, he stated that Apple was a stock that he would never sell… can you explain that?