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2021-12-16

Apple is always a reliable play for value appreciation

Will Warren Buffett’s Conglomerate Trim Its AAPL Position?<blockquote>沃伦·巴菲特的企业集团会削减其苹果公司的头寸吗？</blockquote>

Apple stock now accounts for about 50% of Berkshire Hathaway’s portfolio. Buffett and team could tak

Will Warren Buffett’s Conglomerate Trim Its AAPL Position?<blockquote>沃伦·巴菲特的企业集团会削减其苹果公司的头寸吗？</blockquote>

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Buffett and team could tak","content":"Apple stock now accounts for about 50% of Berkshire Hathaway’s portfolio. Buffett and team could take advantage of the recent rally in AAPL to find more opportunities in the market.<blockquote>苹果股票目前约占Berkshire Hathaway投资组合的50%。巴菲特和他的团队可以利用苹果公司最近的反弹在市场上寻找更多机会。</blockquote> Ihave&nbsp;recently taken a temporary stance&nbsp;on Apple stock&nbsp;that is not very popular among AAPL investors and enthusiasts: the stock could struggle to keep its rally intact in the immediate term, and locking in some profits now might make sense.<blockquote>我最近对苹果股票采取了临时立场，该股票在苹果公司投资者和爱好者中不太受欢迎：该股可能很难在短期内保持涨势，现在锁定一些利润可能是有意义的。</blockquote> But would Warren Buffett and his team consider making the same move in Berkshire Hathaway’s&nbsp;portfolio? Today, the Apple Maven looks at the possibility.<blockquote>但沃伦·巴菲特和他的团队会考虑在伯克希尔·哈撒韦公司的投资组合中采取同样的举措吗？今天，苹果专家着眼于这种可能性。</blockquote> <img src=\"https://static.tigerbbs.com/1e1b13b8208f33d92fa665500660373b\" tg-width=\"1240\" tg-height=\"850\" width=\"100%\" height=\"auto\">Figure 1: Berkshire Hathaway's CEO and Owner Warren Buffett.<blockquote>图1：伯克希尔哈撒韦公司首席执行官兼所有者沃伦·巴菲特。</blockquote> Buffett: not big on diversification<blockquote>巴菲特：不太喜欢多元化</blockquote> The Nebraska-based conglomerate&nbsp;disclosed&nbsp;its Q3-end holdings in mid-November. Now, after Apple stock climbed an impressive 23% since the start of the current quarter alone, AAPL&nbsp;accounts&nbsp;for roughly 50% of Berkshire’s total asset value — assuming no change in ownership.<blockquote>这家总部位于内布拉斯加州的企业集团于11月中旬披露了其第三季度末的持股情况。现在，仅自本季度初以来，苹果股价就上涨了令人印象深刻的23%，假设所有权没有变化，AAPL约占伯克希尔总资产价值的50%。</blockquote> To the best of my knowledge, this is the most concentrated that this portfolio has ever been in one single name. Yet, low levels of diversification is consistent with Warren Buffett’s stance on the matter. Here is his famous&nbsp;quote:<blockquote>据我所知，这是该投资组合有史以来最集中的一个名字。然而，低水平的多元化与沃伦·巴菲特在此事上的立场是一致的。以下是他的名言：</blockquote> \"Diversification is protection against ignorance. It makes little sense if you know what you are doing.\" For this reason, I would not automatically assume that Berkshire Hathaway will reduce its exposure to AAPL in the near term only because the stock has been up lately — maybe not even for rebalancing purposes. This next quote summarizes Warren Buffett’s approach to trimming winning positions:<blockquote>“多元化是对无知的保护。如果你知道自己在做什么，那就没有什么意义了。”出于这个原因，我不会仅仅因为该股最近上涨就自动假设伯克希尔哈撒韦公司会在短期内减少对苹果公司的投资——甚至可能不是为了再平衡的目的。下一段引文总结了沃伦·巴菲特削减盈利头寸的方法：</blockquote> \"You would not sell off Michael Jordan just because he has gotten so important to the team.\" But trims at the peak have happened<blockquote>“你不会仅仅因为迈克尔·乔丹对球队如此重要就卖掉他。”但高峰时期的修剪已经发生</blockquote> Warren Buffett is probably the best-known “buy and hold” investor out there. Hisforteis certainly not to time entries and exits, but to bet on above-average companies at a reasonable price and stay put over a multiyear or multi-decade period.<blockquote>沃伦·巴菲特可能是最著名的“买入并持有”投资者。他的强项当然不是决定进入和退出的时间，而是以合理的价格押注于高于平均水平的公司，并在多年或几十年内保持不变。</blockquote> Having said this, don’t think that Berkshire would never sell shares in one of its largest positions. Apple itself is an example. In Q4 of last year, the conglomerate sold $7.4 billion worth of Apple stock, effectively reducing the AAPL allocation to 43% from 48% in a matter of six months.<blockquote>话虽如此，但不要认为伯克希尔永远不会出售其最大头寸之一的股票。苹果本身就是一个例子。去年第四季度，该集团出售了价值74亿美元的苹果股票，在短短六个月内有效地将AAPL的配置从48%减少到43%。</blockquote> I explained, earlier this year, that the trim did not mean that Berkshire had become less bullish on AAPL at the turn of the year. Keep in mind that Warren Buffett is generally very diligent about price and value, and Apple stock had climbed nearly 50% in the second half of 2020 alone.<blockquote>今年早些时候，我解释说，此次削减并不意味着伯克希尔哈撒韦公司在年初不再看好苹果公司。请记住，沃伦·巴菲特通常对价格和价值非常关注，仅在2020年下半年，苹果的股价就上涨了近50%。</blockquote> What next?<blockquote>接下来呢？</blockquote> Following the same rationale above, I believe that Berkshire could unwind a bit of its AAPL position in Q4. Apple stock spent the better part of 2021 trailing the broad market, which helps to explain why Buffett’s company kept the same 887 million shares in the portfolio for the past few quarters.<blockquote>遵循上述相同的理由，我相信伯克希尔可以在第四季度解除其AAPL头寸。苹果股票在2021年的大部分时间里都落后于大盘，这有助于解释为什么巴菲特的公司在过去几个季度的投资组合中保留了同样的8.87亿股股票。</blockquote> However, with the stock well ahead of the Nasdaq in November and December, the Oracle of Omaha may start to look at buying opportunities in the market. Some of Buffett’s favorites, like Verizon&nbsp;and Coca-Cola, have been lagging the S&amp;P 500 by quite a bit in 2021.<blockquote>然而，由于该股远远领先于11月和12月的纳斯达克，这位奥马哈先知可能会开始寻找市场上的买入机会。巴菲特最喜欢的一些公司，如威瑞森和可口可乐，在2021年的表现一直落后于标普500相当多。</blockquote> Selling some AAPL to finance these purchases is a reasonable expectation, in my view.<blockquote>在我看来，出售部分苹果公司来为这些收购提供资金是一个合理的预期。</blockquote>","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>Will Warren Buffett’s Conglomerate Trim Its AAPL Position?<blockquote>沃伦·巴菲特的企业集团会削减其苹果公司的头寸吗？</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\">\nWill Warren Buffett’s Conglomerate Trim Its AAPL Position?<blockquote>沃伦·巴菲特的企业集团会削减其苹果公司的头寸吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-12-16 09:47\n\n</h4>\n</header>\n<article>\nApple stock now accounts for about 50% of Berkshire Hathaway’s portfolio. Buffett and team could take advantage of the recent rally in AAPL to find more opportunities in the market.<blockquote>苹果股票目前约占Berkshire Hathaway投资组合的50%。巴菲特和他的团队可以利用苹果公司最近的反弹在市场上寻找更多机会。</blockquote> Ihave&nbsp;recently taken a temporary stance&nbsp;on Apple stock&nbsp;that is not very popular among AAPL investors and enthusiasts: the stock could struggle to keep its rally intact in the immediate term, and locking in some profits now might make sense.<blockquote>我最近对苹果股票采取了临时立场，该股票在苹果公司投资者和爱好者中不太受欢迎：该股可能很难在短期内保持涨势，现在锁定一些利润可能是有意义的。</blockquote> But would Warren Buffett and his team consider making the same move in Berkshire Hathaway’s&nbsp;portfolio? Today, the Apple Maven looks at the possibility.<blockquote>但沃伦·巴菲特和他的团队会考虑在伯克希尔·哈撒韦公司的投资组合中采取同样的举措吗？今天，苹果专家着眼于这种可能性。</blockquote> <img src=\"https://static.tigerbbs.com/1e1b13b8208f33d92fa665500660373b\" tg-width=\"1240\" tg-height=\"850\" width=\"100%\" height=\"auto\">Figure 1: Berkshire Hathaway's CEO and Owner Warren Buffett.<blockquote>图1：伯克希尔哈撒韦公司首席执行官兼所有者沃伦·巴菲特。</blockquote> Buffett: not big on diversification<blockquote>巴菲特：不太喜欢多元化</blockquote> The Nebraska-based conglomerate&nbsp;disclosed&nbsp;its Q3-end holdings in mid-November. Now, after Apple stock climbed an impressive 23% since the start of the current quarter alone, AAPL&nbsp;accounts&nbsp;for roughly 50% of Berkshire’s total asset value — assuming no change in ownership.<blockquote>这家总部位于内布拉斯加州的企业集团于11月中旬披露了其第三季度末的持股情况。现在，仅自本季度初以来，苹果股价就上涨了令人印象深刻的23%，假设所有权没有变化，AAPL约占伯克希尔总资产价值的50%。</blockquote> To the best of my knowledge, this is the most concentrated that this portfolio has ever been in one single name. Yet, low levels of diversification is consistent with Warren Buffett’s stance on the matter. Here is his famous&nbsp;quote:<blockquote>据我所知，这是该投资组合有史以来最集中的一个名字。然而，低水平的多元化与沃伦·巴菲特在此事上的立场是一致的。以下是他的名言：</blockquote> \"Diversification is protection against ignorance. It makes little sense if you know what you are doing.\" For this reason, I would not automatically assume that Berkshire Hathaway will reduce its exposure to AAPL in the near term only because the stock has been up lately — maybe not even for rebalancing purposes. This next quote summarizes Warren Buffett’s approach to trimming winning positions:<blockquote>“多元化是对无知的保护。如果你知道自己在做什么，那就没有什么意义了。”出于这个原因，我不会仅仅因为该股最近上涨就自动假设伯克希尔哈撒韦公司会在短期内减少对苹果公司的投资——甚至可能不是为了再平衡的目的。下一段引文总结了沃伦·巴菲特削减盈利头寸的方法：</blockquote> \"You would not sell off Michael Jordan just because he has gotten so important to the team.\" But trims at the peak have happened<blockquote>“你不会仅仅因为迈克尔·乔丹对球队如此重要就卖掉他。”但高峰时期的修剪已经发生</blockquote> Warren Buffett is probably the best-known “buy and hold” investor out there. Hisforteis certainly not to time entries and exits, but to bet on above-average companies at a reasonable price and stay put over a multiyear or multi-decade period.<blockquote>沃伦·巴菲特可能是最著名的“买入并持有”投资者。他的强项当然不是决定进入和退出的时间，而是以合理的价格押注于高于平均水平的公司，并在多年或几十年内保持不变。</blockquote> Having said this, don’t think that Berkshire would never sell shares in one of its largest positions. Apple itself is an example. In Q4 of last year, the conglomerate sold $7.4 billion worth of Apple stock, effectively reducing the AAPL allocation to 43% from 48% in a matter of six months.<blockquote>话虽如此，但不要认为伯克希尔永远不会出售其最大头寸之一的股票。苹果本身就是一个例子。去年第四季度，该集团出售了价值74亿美元的苹果股票，在短短六个月内有效地将AAPL的配置从48%减少到43%。</blockquote> I explained, earlier this year, that the trim did not mean that Berkshire had become less bullish on AAPL at the turn of the year. Keep in mind that Warren Buffett is generally very diligent about price and value, and Apple stock had climbed nearly 50% in the second half of 2020 alone.<blockquote>今年早些时候，我解释说，此次削减并不意味着伯克希尔哈撒韦公司在年初不再看好苹果公司。请记住，沃伦·巴菲特通常对价格和价值非常关注，仅在2020年下半年，苹果的股价就上涨了近50%。</blockquote> What next?<blockquote>接下来呢？</blockquote> Following the same rationale above, I believe that Berkshire could unwind a bit of its AAPL position in Q4. Apple stock spent the better part of 2021 trailing the broad market, which helps to explain why Buffett’s company kept the same 887 million shares in the portfolio for the past few quarters.<blockquote>遵循上述相同的理由，我相信伯克希尔可以在第四季度解除其AAPL头寸。苹果股票在2021年的大部分时间里都落后于大盘，这有助于解释为什么巴菲特的公司在过去几个季度的投资组合中保留了同样的8.87亿股股票。</blockquote> However, with the stock well ahead of the Nasdaq in November and December, the Oracle of Omaha may start to look at buying opportunities in the market. Some of Buffett’s favorites, like Verizon&nbsp;and Coca-Cola, have been lagging the S&amp;P 500 by quite a bit in 2021.<blockquote>然而，由于该股远远领先于11月和12月的纳斯达克，这位奥马哈先知可能会开始寻找市场上的买入机会。巴菲特最喜欢的一些公司，如威瑞森和可口可乐，在2021年的表现一直落后于标普500相当多。</blockquote> Selling some AAPL to finance these purchases is a reasonable expectation, in my view.<blockquote>在我看来，出售部分苹果公司来为这些收购提供资金是一个合理的预期。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/apple/stock/will-warren-buffetts-conglomerate-trim-its-aapl-position\">TheStreet</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":{"AAPL":"苹果","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.thestreet.com/apple/stock/will-warren-buffetts-conglomerate-trim-its-aapl-position","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185059175","content_text":"Apple stock now accounts for about 50% of Berkshire Hathaway’s portfolio. Buffett and team could take advantage of the recent rally in AAPL to find more opportunities in the market.\nIhave recently taken a temporary stance on Apple stock that is not very popular among AAPL investors and enthusiasts: the stock could struggle to keep its rally intact in the immediate term, and locking in some profits now might make sense.\nBut would Warren Buffett and his team consider making the same move in Berkshire Hathaway’s portfolio? Today, the Apple Maven looks at the possibility.\nFigure 1: Berkshire Hathaway's CEO and Owner Warren Buffett.\nBuffett: not big on diversification\nThe Nebraska-based conglomerate disclosed its Q3-end holdings in mid-November. Now, after Apple stock climbed an impressive 23% since the start of the current quarter alone, AAPL accounts for roughly 50% of Berkshire’s total asset value — assuming no change in ownership.\nTo the best of my knowledge, this is the most concentrated that this portfolio has ever been in one single name. Yet, low levels of diversification is consistent with Warren Buffett’s stance on the matter. Here is his famous quote:\n\n \"Diversification is protection against ignorance. It makes little sense if you know what you are doing.\"\n\nFor this reason, I would not automatically assume that Berkshire Hathaway will reduce its exposure to AAPL in the near term only because the stock has been up lately — maybe not even for rebalancing purposes. This next quote summarizes Warren Buffett’s approach to trimming winning positions:\n\n \"You would not sell off Michael Jordan just because he has gotten so important to the team.\"\n\nBut trims at the peak have happened\nWarren Buffett is probably the best-known “buy and hold” investor out there. Hisforteis certainly not to time entries and exits, but to bet on above-average companies at a reasonable price and stay put over a multiyear or multi-decade period.\nHaving said this, don’t think that Berkshire would never sell shares in one of its largest positions. Apple itself is an example. In Q4 of last year, the conglomerate sold $7.4 billion worth of Apple stock, effectively reducing the AAPL allocation to 43% from 48% in a matter of six months.\nI explained, earlier this year, that the trim did not mean that Berkshire had become less bullish on AAPL at the turn of the year. Keep in mind that Warren Buffett is generally very diligent about price and value, and Apple stock had climbed nearly 50% in the second half of 2020 alone.\nWhat next?\nFollowing the same rationale above, I believe that Berkshire could unwind a bit of its AAPL position in Q4. Apple stock spent the better part of 2021 trailing the broad market, which helps to explain why Buffett’s company kept the same 887 million shares in the portfolio for the past few quarters.\nHowever, with the stock well ahead of the Nasdaq in November and December, the Oracle of Omaha may start to look at buying opportunities in the market. Some of Buffett’s favorites, like Verizon and Coca-Cola, have been lagging the S&P 500 by quite a bit in 2021.\nSelling some AAPL to finance these purchases is a reasonable expectation, in my view.","news_type":1,"symbols_score_info":{"AAPL":0.9,"BRK.B":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":2331,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL"],"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":46,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

Will Warren Buffett’s Conglomerate Trim Its AAPL Position?<blockquote>沃伦·巴菲特的企业集团会削减其苹果公司的头寸吗？</blockquote>

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