His moody _老虎社区_美港股上老虎

2021-11-03

His moody stock soar like crazy

Warren Buffett says this is the best type of business to own when inflation spikes — in other words, what you should buy right now<blockquote>沃伦·巴菲特表示，这是通胀飙升时拥有的最佳企业类型——换句话说，你现在应该购买什么</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":841305904,"tweetId":"841305904","gmtCreate":1635875174666,"gmtModify":1635875178635,"author":{"id":3575765870316438,"idStr":"3575765870316438","authorId":3575765870316438,"authorIdStr":"3575765870316438","name":"Derrickhodl","avatar":"https://static.tigerbbs.com/2e1a91ff1e2c7029f0ea5d952a46bebb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1046,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>His moody stock soar like crazy</body></html>","htmlText":"<html><head></head><body>His moody stock soar like crazy</body></html>","text":"His moody stock soar like crazy","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/841305904","repostId":2180020937,"repostType":4,"repost":{"id":"2180020937","kind":"news","pubTimestamp":1635846331,"share":"https://www.laohu8.com/m/news/2180020937?lang=zh_CN&edition=full","pubTime":"2021-11-02 17:45","market":"us","language":"en","title":"Warren Buffett says this is the best type of business to own when inflation spikes — in other words, what you should buy right now<blockquote>沃伦·巴菲特表示，这是通胀飙升时拥有的最佳企业类型——换句话说，你现在应该购买什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2180020937","media":"MoneyWise","summary":"Inflation is high. You might as well profit from it.High inflation rates in the country have become a serious concern on Wall Street.But fortunately for everyday investors, Berkshire Hathaway chief Warren Buffett has plenty of experience in navigating such an environment.Buffett managed a stock portfolio through periods of double-digit inflation rates in the 1970s and has plenty of advice on what to own when consumer prices spike.In a 1981 letter to Berkshire shareholders, Buffett highlighted tw","content":"Inflation is high. You might as well profit from it.<blockquote>通货膨胀很高。你不妨从中获利。</blockquote> <img src=\"https://static.tigerbbs.com/143c38befb27f09743294aafaffbe94a\" tg-width=\"1800\" tg-height=\"800\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><blockquote></blockquote> High inflation rates in the country have become a serious concern on Wall Street.<blockquote>该国的高通胀率已成为华尔街的严重担忧。</blockquote> But fortunately for everyday investors, Berkshire Hathaway chief Warren Buffett has plenty of experience in navigating such an environment.<blockquote>但对于普通投资者来说幸运的是，伯克希尔哈撒韦公司首席执行官沃伦·巴菲特在应对这种环境方面拥有丰富的经验。</blockquote> Buffett managed a stock portfolio through periods of double-digit inflation rates in the 1970s and has plenty of advice on what to own when consumer prices spike.<blockquote>巴菲特在20世纪70年代管理了一个股票投资组合，度过了两位数的通胀率时期，并就消费者价格飙升时持有什么股票提出了很多建议。</blockquote> In a 1981 letter to Berkshire shareholders, Buffett highlighted two characteristics that make a business well adapted to an inflationary environment: 1) an ability to increase prices easily, and 2) an ability to take on more business without having to spend too much in order to do it.<blockquote>在1981年致伯克希尔股东的一封信中，巴菲特强调了使企业能够很好地适应通货膨胀环境的两个特征：1）能够轻松提高价格，2）能够在不花费太多的情况下承接更多业务。为了做到这一点。</blockquote> In other words, aim to invest in asset-light businesses with pricing power.<blockquote>换句话说，瞄准投资有定价权的轻资产业务。</blockquote> Let’s take a quick look at three companies that fit that description. One (or all) of them might be worth purchasing with your spare pennies.<blockquote>让我们快速浏览一下符合这一描述的三家公司。其中一个（或全部）可能值得用你的闲钱购买。</blockquote> Nike (NKE)<blockquote>耐克(NKE)</blockquote> <img src=\"https://static.tigerbbs.com/0a24fd7cb9b4e01313c7bb848af6da9d\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\">TY Lim/Shutterstock<blockquote>泰·林/Shutterstock</blockquote> Nike is a global footwear powerhouse that commands high customer loyalty.<blockquote>耐克是全球鞋类巨头，拥有很高的客户忠诚度。</blockquote> Customers are willing to pay top dollar for signature gear associated with high-profile athletes like LeBron James and Michael Jordan.<blockquote>顾客愿意花高价购买与勒布朗·詹姆斯和迈克尔·乔丹等知名运动员相关的标志性装备。</blockquote> Despite inflationary pressures, Nike continues to expand gross margins and post solid returns on equity well above 30%.<blockquote>尽管面临通胀压力，耐克仍继续扩大毛利率，并实现远高于30%的稳健股本回报率。</blockquote> The company is also capturing the full price of its products in an increasingly digital, direct-to-consumer business model.<blockquote>该公司还在日益数字化、直接面向消费者的商业模式中获取其产品的全价。</blockquote> Management believes digital sales could continue to grow from 20% of revenue currently to about 40% of the business by 2025. And price increases could kick in as early as next year.<blockquote>管理层认为，到2025年，数字销售可能会继续从目前占收入的20%增长到业务的40%左右。价格上涨最早可能在明年开始。</blockquote> Amazingly, profit margins may keep expanding, even as operating costs rise with inflation.<blockquote>令人惊讶的是，利润率可能会继续扩大，即使运营成本随着通货膨胀而上升。</blockquote> Nike shares are up about 19% so far in 2021.<blockquote>2021年迄今为止，耐克股价已上涨约19%。</blockquote> Apple (AAPL)<blockquote>苹果(AAPL)</blockquote> <img src=\"https://static.tigerbbs.com/b22460a66469a2da0380edd32d454c84\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\">Vytautas Kielaitis/Shutterstock<blockquote>维陶塔斯·基莱蒂斯/Shutterstock</blockquote> Global demand for Apple’s premium-priced hardware is growing, as are adoption rates for its high-margin Apple services.<blockquote>全球对苹果高端硬件的需求正在增长，其高利润苹果服务的采用率也在增长。</blockquote> Strong brand identity, user friendliness, and a wide range of fully integrated products are powerful attributes that aren’t going away any time soon.<blockquote>强大的品牌形象、用户友好性和各种完全集成的产品是不会很快消失的强大属性。</blockquote> Customers just can’t afford to live outside the Apple ecosystem. That gives the tech giant more freedom to play with pricing as inflation spikes.<blockquote>客户无法生活在苹果生态系统之外。随着通胀飙升，这让这家科技巨头在定价方面有更多的自由。</blockquote> The company’s latest M1 chips, which will gradually replace Intel’s CPUs in every single Mac, underscore its commitment to constant innovation.<blockquote>该公司最新的M1芯片将逐渐取代每台Mac中的英特尔CPU，突显了其不断创新的承诺。</blockquote> Apple’s ability to pass rising costs to a global consumer base without significant loss of sales volumes is undeniable.<blockquote>不可否认，苹果有能力将不断上升的成本转嫁给全球消费者群体，而不会大幅损失销量。</blockquote> Warren Buffett has allowed Apple to grow to 40% of Berkshire Hathaway’s investments portfolio for good reason: The business just keeps growing profits through all economic cycles.<blockquote>Warren Buffett允许苹果在Berkshire Hathaway的投资组合中增长到40%，这是有充分理由的：该业务在所有经济周期中都保持利润增长。</blockquote> Apple is up about 13% year to date and trades at nearly $150 per share. But if you’re on the fence about jumping in at the current level, some apps might give you a free share of Apple just for signing up.<blockquote>苹果今年迄今已上涨约13%，交易价格接近每股150美元。但如果你对目前的水平犹豫不决，一些应用程序可能会给你一份免费的苹果，只是为了注册。</blockquote> Levi Strauss &amp; Co. (LEVI)<blockquote>李维斯公司（LEVI）</blockquote> <img src=\"https://static.tigerbbs.com/71b31165e275a966ad050139a054c73a\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\">dean bertoncelj/Shutterstock<blockquote>dean bertoncelj/Shutterstock</blockquote> A market leader in the denim business, Levi Strauss has been firing on all cylinders of late.<blockquote>作为牛仔布行业的市场领导者，李维斯最近一直在全力以赴。</blockquote> Specifically, its well-known brand and a flexible business model have enabled management to grow the top line without sacrificing pricing power.<blockquote>具体来说，其知名品牌和灵活的商业模式使管理层能够在不牺牲定价权的情况下增加营收。</blockquote> In the most recent quarter, revenue increased 41% while adjusted gross margin improved 390 basis points to 57.5%.<blockquote>最近一个季度，收入增长了41%，调整后毛利率提高了390个基点，达到57.5%。</blockquote> In fact, management proactively started adjusting its pricing for inflation back in 2020.<blockquote>事实上，管理层早在2020年就开始主动调整通胀定价。</blockquote> The company also sources raw materials from 24 different countries. And that kind of supply chain diversification provides Levi Strauss with plenty of flexibility during times of crisis.<blockquote>该公司还从24个不同的国家采购原材料。这种供应链多元化为李维斯在危机时期提供了足够的灵活性。</blockquote> Levi shares are up more than 30% in 2021.<blockquote>Levi股价在2021年上涨了30%以上。</blockquote> The ultimate 'forever asset'?<blockquote>终极“永久资产”？</blockquote> <img src=\"https://static.tigerbbs.com/d5d520eb27cdf18f25a787cd9145eb1b\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\">MNStudio/Shutterstock<blockquote>MNStudio/Shutterstock</blockquote> Warren Buffett once said that his favorite holding period is forever.<blockquote>沃伦·巴菲特曾经说过，他最喜欢的持有期是永远。</blockquote> But forever is a long time, and since companies rise and fall, growing your wealth by never selling a share may not be the best strategy.<blockquote>但永远是一段很长的时间，由于公司兴衰，通过从不出售股票来增加财富可能不是最好的策略。</blockquote> But there might be one inflation safe haven that's worth holding forever — U.S. farmland.<blockquote>但可能有一个通胀避风港值得永远持有——美国农田。</blockquote> No matter how high or fast consumer prices climb, people still need to eat. And it just so happens that Buffett’s good friend Bill Gates is America’s largest private owner of farmland.<blockquote>无论消费价格攀升得多高或多快，人们仍然需要吃饭。而恰好巴菲特的好朋友比尔·盖茨是美国最大的农田私人所有者。</blockquote> These days, new platforms allow you to invest in U.S. farmland by taking stake in a farm of your choice.<blockquote>如今，新平台允许你通过入股你选择的农场来投资美国农田。</blockquote> You’ll earn cash income from the leasing fees and crop sales. And of course, you’ll benefit from any long-term appreciation on top of that.<blockquote>你将从租赁费和农作物销售中获得现金收入。当然，除此之外，你还会从任何长期升值中受益。</blockquote> This article provides information only and should not be construed as advice. It is provided without warranty of any kind.<blockquote>本文仅提供信息，不应被解释为建议。它没有任何形式的担保。</blockquote>","source":"lsy1621813427262","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett says this is the best type of business to own when inflation spikes — in other words, what you should buy right now<blockquote>沃伦·巴菲特表示，这是通胀飙升时拥有的最佳企业类型——换句话说，你现在应该购买什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett says this is the best type of business to own when inflation spikes — in other words, what you should buy right now<blockquote>沃伦·巴菲特表示，这是通胀飙升时拥有的最佳企业类型——换句话说，你现在应该购买什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMoneyWise2021-11-02 17:45\n\n</h4>\n</header>\n<article>\nInflation is high. You might as well profit from it.<blockquote>通货膨胀很高。你不妨从中获利。</blockquote> <img src=\"https://static.tigerbbs.com/143c38befb27f09743294aafaffbe94a\" tg-width=\"1800\" tg-height=\"800\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><blockquote></blockquote> High inflation rates in the country have become a serious concern on Wall Street.<blockquote>该国的高通胀率已成为华尔街的严重担忧。</blockquote> But fortunately for everyday investors, Berkshire Hathaway chief Warren Buffett has plenty of experience in navigating such an environment.<blockquote>但对于普通投资者来说幸运的是，伯克希尔哈撒韦公司首席执行官沃伦·巴菲特在应对这种环境方面拥有丰富的经验。</blockquote> Buffett managed a stock portfolio through periods of double-digit inflation rates in the 1970s and has plenty of advice on what to own when consumer prices spike.<blockquote>巴菲特在20世纪70年代管理了一个股票投资组合，度过了两位数的通胀率时期，并就消费者价格飙升时持有什么股票提出了很多建议。</blockquote> In a 1981 letter to Berkshire shareholders, Buffett highlighted two characteristics that make a business well adapted to an inflationary environment: 1) an ability to increase prices easily, and 2) an ability to take on more business without having to spend too much in order to do it.<blockquote>在1981年致伯克希尔股东的一封信中，巴菲特强调了使企业能够很好地适应通货膨胀环境的两个特征：1）能够轻松提高价格，2）能够在不花费太多的情况下承接更多业务。为了做到这一点。</blockquote> In other words, aim to invest in asset-light businesses with pricing power.<blockquote>换句话说，瞄准投资有定价权的轻资产业务。</blockquote> Let’s take a quick look at three companies that fit that description. One (or all) of them might be worth purchasing with your spare pennies.<blockquote>让我们快速浏览一下符合这一描述的三家公司。其中一个（或全部）可能值得用你的闲钱购买。</blockquote> Nike (NKE)<blockquote>耐克(NKE)</blockquote> <img src=\"https://static.tigerbbs.com/0a24fd7cb9b4e01313c7bb848af6da9d\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\">TY Lim/Shutterstock<blockquote>泰·林/Shutterstock</blockquote> Nike is a global footwear powerhouse that commands high customer loyalty.<blockquote>耐克是全球鞋类巨头，拥有很高的客户忠诚度。</blockquote> Customers are willing to pay top dollar for signature gear associated with high-profile athletes like LeBron James and Michael Jordan.<blockquote>顾客愿意花高价购买与勒布朗·詹姆斯和迈克尔·乔丹等知名运动员相关的标志性装备。</blockquote> Despite inflationary pressures, Nike continues to expand gross margins and post solid returns on equity well above 30%.<blockquote>尽管面临通胀压力，耐克仍继续扩大毛利率，并实现远高于30%的稳健股本回报率。</blockquote> The company is also capturing the full price of its products in an increasingly digital, direct-to-consumer business model.<blockquote>该公司还在日益数字化、直接面向消费者的商业模式中获取其产品的全价。</blockquote> Management believes digital sales could continue to grow from 20% of revenue currently to about 40% of the business by 2025. And price increases could kick in as early as next year.<blockquote>管理层认为，到2025年，数字销售可能会继续从目前占收入的20%增长到业务的40%左右。价格上涨最早可能在明年开始。</blockquote> Amazingly, profit margins may keep expanding, even as operating costs rise with inflation.<blockquote>令人惊讶的是，利润率可能会继续扩大，即使运营成本随着通货膨胀而上升。</blockquote> Nike shares are up about 19% so far in 2021.<blockquote>2021年迄今为止，耐克股价已上涨约19%。</blockquote> Apple (AAPL)<blockquote>苹果(AAPL)</blockquote> <img src=\"https://static.tigerbbs.com/b22460a66469a2da0380edd32d454c84\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\">Vytautas Kielaitis/Shutterstock<blockquote>维陶塔斯·基莱蒂斯/Shutterstock</blockquote> Global demand for Apple’s premium-priced hardware is growing, as are adoption rates for its high-margin Apple services.<blockquote>全球对苹果高端硬件的需求正在增长，其高利润苹果服务的采用率也在增长。</blockquote> Strong brand identity, user friendliness, and a wide range of fully integrated products are powerful attributes that aren’t going away any time soon.<blockquote>强大的品牌形象、用户友好性和各种完全集成的产品是不会很快消失的强大属性。</blockquote> Customers just can’t afford to live outside the Apple ecosystem. That gives the tech giant more freedom to play with pricing as inflation spikes.<blockquote>客户无法生活在苹果生态系统之外。随着通胀飙升，这让这家科技巨头在定价方面有更多的自由。</blockquote> The company’s latest M1 chips, which will gradually replace Intel’s CPUs in every single Mac, underscore its commitment to constant innovation.<blockquote>该公司最新的M1芯片将逐渐取代每台Mac中的英特尔CPU，突显了其不断创新的承诺。</blockquote> Apple’s ability to pass rising costs to a global consumer base without significant loss of sales volumes is undeniable.<blockquote>不可否认，苹果有能力将不断上升的成本转嫁给全球消费者群体，而不会大幅损失销量。</blockquote> Warren Buffett has allowed Apple to grow to 40% of Berkshire Hathaway’s investments portfolio for good reason: The business just keeps growing profits through all economic cycles.<blockquote>Warren Buffett允许苹果在Berkshire Hathaway的投资组合中增长到40%，这是有充分理由的：该业务在所有经济周期中都保持利润增长。</blockquote> Apple is up about 13% year to date and trades at nearly $150 per share. But if you’re on the fence about jumping in at the current level, some apps might give you a free share of Apple just for signing up.<blockquote>苹果今年迄今已上涨约13%，交易价格接近每股150美元。但如果你对目前的水平犹豫不决，一些应用程序可能会给你一份免费的苹果，只是为了注册。</blockquote> Levi Strauss &amp; Co. (LEVI)<blockquote>李维斯公司（LEVI）</blockquote> <img src=\"https://static.tigerbbs.com/71b31165e275a966ad050139a054c73a\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\">dean bertoncelj/Shutterstock<blockquote>dean bertoncelj/Shutterstock</blockquote> A market leader in the denim business, Levi Strauss has been firing on all cylinders of late.<blockquote>作为牛仔布行业的市场领导者，李维斯最近一直在全力以赴。</blockquote> Specifically, its well-known brand and a flexible business model have enabled management to grow the top line without sacrificing pricing power.<blockquote>具体来说，其知名品牌和灵活的商业模式使管理层能够在不牺牲定价权的情况下增加营收。</blockquote> In the most recent quarter, revenue increased 41% while adjusted gross margin improved 390 basis points to 57.5%.<blockquote>最近一个季度，收入增长了41%，调整后毛利率提高了390个基点，达到57.5%。</blockquote> In fact, management proactively started adjusting its pricing for inflation back in 2020.<blockquote>事实上，管理层早在2020年就开始主动调整通胀定价。</blockquote> The company also sources raw materials from 24 different countries. And that kind of supply chain diversification provides Levi Strauss with plenty of flexibility during times of crisis.<blockquote>该公司还从24个不同的国家采购原材料。这种供应链多元化为李维斯在危机时期提供了足够的灵活性。</blockquote> Levi shares are up more than 30% in 2021.<blockquote>Levi股价在2021年上涨了30%以上。</blockquote> The ultimate 'forever asset'?<blockquote>终极“永久资产”？</blockquote> <img src=\"https://static.tigerbbs.com/d5d520eb27cdf18f25a787cd9145eb1b\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\">MNStudio/Shutterstock<blockquote>MNStudio/Shutterstock</blockquote> Warren Buffett once said that his favorite holding period is forever.<blockquote>沃伦·巴菲特曾经说过，他最喜欢的持有期是永远。</blockquote> But forever is a long time, and since companies rise and fall, growing your wealth by never selling a share may not be the best strategy.<blockquote>但永远是一段很长的时间，由于公司兴衰，通过从不出售股票来增加财富可能不是最好的策略。</blockquote> But there might be one inflation safe haven that's worth holding forever — U.S. farmland.<blockquote>但可能有一个通胀避风港值得永远持有——美国农田。</blockquote> No matter how high or fast consumer prices climb, people still need to eat. And it just so happens that Buffett’s good friend Bill Gates is America’s largest private owner of farmland.<blockquote>无论消费价格攀升得多高或多快，人们仍然需要吃饭。而恰好巴菲特的好朋友比尔·盖茨是美国最大的农田私人所有者。</blockquote> These days, new platforms allow you to invest in U.S. farmland by taking stake in a farm of your choice.<blockquote>如今，新平台允许你通过入股你选择的农场来投资美国农田。</blockquote> You’ll earn cash income from the leasing fees and crop sales. And of course, you’ll benefit from any long-term appreciation on top of that.<blockquote>你将从租赁费和农作物销售中获得现金收入。当然，除此之外，你还会从任何长期升值中受益。</blockquote> This article provides information only and should not be construed as advice. It is provided without warranty of any kind.<blockquote>本文仅提供信息，不应被解释为建议。它没有任何形式的担保。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://moneywise.com/investing/stocks/warren-buffett-inflation-stocks\">MoneyWise</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LEVI":"李维斯","AAPL":"苹果","INTC":"英特尔","BRK.B":"伯克希尔B","NKE":"耐克","BRK.A":"伯克希尔"},"source_url":"https://moneywise.com/investing/stocks/warren-buffett-inflation-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2180020937","content_text":"Inflation is high. You might as well profit from it.\n\nHigh inflation rates in the country have become a serious concern on Wall Street.\nBut fortunately for everyday investors, Berkshire Hathaway chief Warren Buffett has plenty of experience in navigating such an environment.\nBuffett managed a stock portfolio through periods of double-digit inflation rates in the 1970s and has plenty of advice on what to own when consumer prices spike.\nIn a 1981 letter to Berkshire shareholders, Buffett highlighted two characteristics that make a business well adapted to an inflationary environment: 1) an ability to increase prices easily, and 2) an ability to take on more business without having to spend too much in order to do it.\nIn other words, aim to invest in asset-light businesses with pricing power.\nLet’s take a quick look at three companies that fit that description. One (or all) of them might be worth purchasing with your spare pennies.\nNike (NKE)\nTY Lim/Shutterstock\nNike is a global footwear powerhouse that commands high customer loyalty.\nCustomers are willing to pay top dollar for signature gear associated with high-profile athletes like LeBron James and Michael Jordan.\nDespite inflationary pressures, Nike continues to expand gross margins and post solid returns on equity well above 30%.\nThe company is also capturing the full price of its products in an increasingly digital, direct-to-consumer business model.\nManagement believes digital sales could continue to grow from 20% of revenue currently to about 40% of the business by 2025. And price increases could kick in as early as next year.\nAmazingly, profit margins may keep expanding, even as operating costs rise with inflation.\nNike shares are up about 19% so far in 2021.\nApple (AAPL)\nVytautas Kielaitis/Shutterstock\nGlobal demand for Apple’s premium-priced hardware is growing, as are adoption rates for its high-margin Apple services.\nStrong brand identity, user friendliness, and a wide range of fully integrated products are powerful attributes that aren’t going away any time soon.\nCustomers just can’t afford to live outside the Apple ecosystem. That gives the tech giant more freedom to play with pricing as inflation spikes.\nThe company’s latest M1 chips, which will gradually replace Intel’s CPUs in every single Mac, underscore its commitment to constant innovation.\nApple’s ability to pass rising costs to a global consumer base without significant loss of sales volumes is undeniable.\nWarren Buffett has allowed Apple to grow to 40% of Berkshire Hathaway’s investments portfolio for good reason: The business just keeps growing profits through all economic cycles.\nApple is up about 13% year to date and trades at nearly $150 per share. But if you’re on the fence about jumping in at the current level, some apps might give you a free share of Apple just for signing up.\nLevi Strauss & Co. (LEVI)\ndean bertoncelj/Shutterstock\nA market leader in the denim business, Levi Strauss has been firing on all cylinders of late.\nSpecifically, its well-known brand and a flexible business model have enabled management to grow the top line without sacrificing pricing power.\nIn the most recent quarter, revenue increased 41% while adjusted gross margin improved 390 basis points to 57.5%.\nIn fact, management proactively started adjusting its pricing for inflation back in 2020.\nThe company also sources raw materials from 24 different countries. And that kind of supply chain diversification provides Levi Strauss with plenty of flexibility during times of crisis.\nLevi shares are up more than 30% in 2021.\nThe ultimate 'forever asset'?\nMNStudio/Shutterstock\nWarren Buffett once said that his favorite holding period is forever.\nBut forever is a long time, and since companies rise and fall, growing your wealth by never selling a share may not be the best strategy.\nBut there might be one inflation safe haven that's worth holding forever — U.S. farmland.\nNo matter how high or fast consumer prices climb, people still need to eat. And it just so happens that Buffett’s good friend Bill Gates is America’s largest private owner of farmland.\nThese days, new platforms allow you to invest in U.S. farmland by taking stake in a farm of your choice.\nYou’ll earn cash income from the leasing fees and crop sales. And of course, you’ll benefit from any long-term appreciation on top of that.\nThis article provides information only and should not be construed as advice. It is provided without warranty of any kind.","news_type":1,"symbols_score_info":{"LEVI":0.9,"INTC":0.9,"BRK.B":0.9,"BRK.A":0.9,"NKE":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1171,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":26,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/841305904"}