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主题: [原创]Lifetime investment opportunity,next Berkshire Hathaway(BRK)

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[原创]Lifetime investment opportunity,next Berkshire Hathaway(BRK)

naboo

头衔: 海归少校
声望: 学员
性别: 性别:男

年龄: 52
加入时间: 2004/02/22
文章: 145
来自: 天津/Tianjin
海归分: 15567

标题: [原创]Lifetime investment opportunity,next Berkshire Hathaway(BRK) (1829 reads) 时间: 2008-9-06 周六, 14:58

作者：naboo 在海归商务发贴, 来自【海归网】 http://www.haiguinet.com

我几次提到过Prem Wasta. Chairman and CEO of Fairfax financial, people call him "Warren Buffett" of the North.

The lifetime opportunity: Fairfax Financial Holdings Limited (NYSE: FFH)

https://groups.msn.com/BerkshireHathawayShareholders/general.msnw?action=get_message&mview=0&ID_Message=45412&LastModified=4675688612517544525

我相信有一天FFH会被写入MBA的案例。1985-1998 26% annual return，然后是bad acquisition，2002年几乎资金周转不灵，凭借Wasta在Bond上赚的 $1 Billion度过难关，然后就是被市场 Naked Short， 2007-2008年，在CDS上赚到 >1B.

Wasta在季度的 shareholder meeting上重复的一句话就是。 We have well prepared for one-in-100 year financial storm. He is an honest man, very knowledgeable and the management team of FFH is truly exceptional.

You could find information of FFH:

Financial Report : www.Farifax.ca

Discussions: https://groups.msn.com/BerkshireHathawayShareholders/messageboard.msnw ( I have been there 5+ years, but never posted one message)

My portfolio: 70% in FFH, 30% in cash. (keep buying FFH)

附：我最喜欢的一个小段子：

在Wesco 2003 年的年会上，Chlarles Munger谈到投资，说你每投资一次就打一个孔，最多只能打20个孔。这时有一个Investor站起来，说“我从70年代就开始买BRK.A, keep buying”，
Munger: “very focus investor, you must be very rich. Do you drive a Lamborghini?"
"No, I drive a 94 dodge."
Munger: "typical value investor".

作者：naboo 在海归商务发贴, 来自【海归网】 http://www.haiguinet.com

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