Andy Lin's Blog

Full transcript of Buffett’s interview with CNBC’s Squawk Box

Buffett’s full interview with CNBC’s “Squawk Box”

C3.ai, a position successfully artificial intelligence company

Introducing C3.ai Company bio C3.ai (ticker: AI ) has a catchy brand and ticker symbol, but it has a clear habit of rebranding to fit the hottest trends. It was still called C3 Energy in 2012, when investors favored gas and oil companies, but changed its name to C3 IoT in 2016 when the market … Continue reading “C3.ai, a position successfully artificial intelligence company”

Qualitative and quantitative investment

Qualitative and quantitative investment methods will be discussed in this post.

Buffett’s Acquisition Criteria

Over the past 40 years, Buffett has disclosed Buffett’s Acquisition Criteriamany times through the annual shareholder letter and the company’s website.

Investors should not trust forecasts

Buffett admits he has no ability to forecast In his 1966 letter to shareholders, Buffett set out his views on investor should care about company performance but not market performance. The following parts in italics are my complete excerpts: “I am not in the business of predicting general stock market or business fluctuations. If you … Continue reading “Investors should not trust forecasts”

Derivatives are time bombs, several well-known cases

Buffett spent a long time explaining to investors in his 2002 shareholder letter: Why does he think derivative financial products are time bombs?

Share repurchase keep share price underpinned

actively carry out share repurchases can make the company’s stock price obtain obvious support in a bear market, which is more resistant to falling than other stocks.

How Buffett Structures His Long-Term Investment Portfolio

In his 1996 shareholder letter, Buffett explained in great detail how he structured his long-term investment portfolio. Many of the contents of this letter have been quoted repeatedly so far, and it can be regarded as a very important shareholder letter.