2024 Berkshire shareholders meeting transcript and video, links, in English and Simplified Chinese
Category: Investing Guru
Supermicro, a repeat offender of scandals, valuation is not justified and unsustanable, no worth for long-term holding
Supermicro has absolutely no autonomy in its business, no moat, ultra-low profit margins, and has been involved in negative scandals “repeatedly”. Competitors are too powerful—it is not recommended to hold it.
People who are good at deferred gratification is more likely to succeed
More freedom is worth for who are deferred gratification, self-control cannot be achieved simply by persisting or saying “no”, but by changing our way of thinking, and this thinking mode is “deferred gratification”
How did three listed companies make money after GE spinoff? What are the prospects?
GE was founded in 1878 by Thomas Alva Edison, who invented the electric light and many other commodities. It is one of the few companies in the U.S. stock market that has been listed for more than a century. It can be said to be the pride of American industry and a symbol of comprehensive national strength.
What’s TSMC DCF intrinsic value?How to calculate it quickly with a free tool?
use the discounted cash flow method to estimate, What’s TSMC DCF intrinsic value?
How does BYD make money? Why it beat Tesla? Sweeping the global EV market
Due to geopolitical risks and the United States’ anti-China policy and decoupling from China in various fields, BYD may become another target of embargo, retaliation, or containment by the United States after Huawei.
How big a factor does luck play in investment success?
Luck does play an important role in success, but it is definitely not the most critical or important “determining” factor – this is the reason for whether a person can be successful in life.
Buffett’s 2024 Annual Shareholder Letter
Internet link of 2024 Berkshire’s shareholder letter, including English version and Chinese version
Duan Yongping’s investment empire and his BBK Group(Oppo, Vivo, One Plus, J&T Express, Realme）
Almost no Taiwanese have heard of Duan Yongping, but it is not an exaggeration to say that he is a household name in Chinese circles outside Taiwan, especially in the business and investment circles.
Is Buffett no longer hold for long haul? TSMC, HP, and US Bancorp cases study
Regarding stock hold for long haul, Buffett has clarified that he has not promised to hold any holdings permanently.