BRK.A - Andy Lin's Blog

ROE, the most important management indicator

The Return On Equity (ROE) algorithm is “net profit after tax/shareholder equity × 100%”, which is one of the few financial figures that can be used to measure the operational performance of a company’s leadership team. It represents the efficiency of the company’s profit for shareholders, and it can also be said to measure the company’s overall capital utilization efficiency. Therefore, the higher the value, the better.

The commonalities of Buffett portfolio – cheap, fixed income, repurchase

The main investment principles of successful investors are similar

People complicate simple things Buffett once lamented that “There seems to be some perverse human characteristic that likes to make easy things difficult.” I personally think that this is also the biggest investment defect committed by most investors (especially younger investors). I wrote at the beginning of 1-1 in my book “The Rules of Super … Continue reading “The main investment principles of successful investors are similar”

Insider trading and regulations on U.S. stocks

The golden words from the masters Regarding insider trading, Buffett had two famous sayings as below: “With enough insider information and a million dollars, you can go broke in a year.” “If Fed Chairman Alan Greenspan were to whisper to me what his monetary policy was going to be over the next two years, it wouldn’t change one thing I do.” In 2011, when Berkshire Hathaway … Continue reading “Insider trading and regulations on U.S. stocks”

The valuation influence of stock liquidity and stock split on listed companies

Liquidity of stocks in the market For a long time, Warren Buffett’s Berkshire company stock has been poorly rated (I didn’t write it wrong, no one should be surprised). One of the main reasons is the poor liquidity in the market, that is, very few people trade the stock. Although this is mainly caused by … Continue reading “The valuation influence of stock liquidity and stock split on listed companies”

Ge Ba’s wonderful views on price and stop loss

There is a company that lost 60% of its stock price from 1973 to 1975, 40% in October 1987, 50% from 1998 to 2000, and 51% from 2008 to 2009. If you say that 1973, 1987, and 2008 were all due to stock market crashes, of course all company stocks fall, not counting them. But … Continue reading “Ge Ba’s wonderful views on price and stop loss”

Ge Ba’s wonderful views on the article “Misunderstanding of price and value”

Many people confuse “value” and “price”. In fact, if you think about it carefully, there are many of our own practices that also help you “confuse” the two. Let me cite three examples below. “Stock price” is used to serve us, not to guide us Example 1. https://youtu.be/Gm1FqNO4taM?t=769 Buffett said that “stock price” is used … Continue reading “Ge Ba’s wonderful views on the article “Misunderstanding of price and value””

Outsiders

I recently re-read several investment books and found that one of them is worth recommending to everyone. After reading it these few days, I thought it was great, so I hurried to find out the record of my previous reading, and found that I had read this book before, but I didn’t care about it … Continue reading “Outsiders”

Problems with Cigar Butt Investment

What is Cigar Butt investment? Most investors who have a little research on Buffett may know that Buffett used his own investment in the early stage of his investment career, especially during the Warren Buffett partnership that had not yet established Berkshire (ticker:s: BRK.A and BRK.B), is his mentor Graham’s “Cigar Butt Investment Method” means: … Continue reading “Problems with Cigar Butt Investment”

Booming India stock market and the emerging Indian tech giants

India stock market and the emerging Indian tech giants