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[虚拟币资讯] 98岁芒格血亏45% 92岁巴菲特却爆赚近300亿 巴菲特不带芒格玩了?
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别人越恐惧,“股神”似乎越贪婪?

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去年,面对持续大跌的阿里,芒格却大举增持阿里。截至目前,芒格共持股阿里60.2万份美国存托凭证,多次加仓后阿里的仓位也提升至27.65%,位居第三大权重股,市场估算芒格持仓成本大约181美元左右,3月4日,以阿里估计最低触及99.3美元来看,芒格抄底阿里亏损逾45%。

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这边芒格因重仓阿里血亏,另一边好搭档巴菲特从3月2日至11日,已经合计斥资295.18亿人民币加仓西方石油公司。若西方石油公司股价继续上涨,“股神”巴菲特的持股数量可能还会继续上涨。

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号称价值投资股神的巴菲特、芒格的持仓动向,一直是全球市场关注的焦点。如今两人的投资出现差异,或许在一个月前就已有征兆。

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2022年2月16日,在Daily Journal年会上,芒格就表示:“就跟很多其他聪明人一样,沃伦喜欢在他自己感到放心的领域投资,出于一些原因,对于中国,我的放心程度比他更胜一筹。”

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虽然巴菲特对中国市场不是很感冒,但芒格却在公开场合不止一次地表明自己对中国市场的肯定。君子和而不同,虽然他们的投资颇有差异,但两人高山流水般的友谊却一直被世人所称颂。

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芒格出生于1924年,比巴菲特大6岁,两人小时候的家只隔几个街区,但却从未见过面。他们的相遇相知是在1959年,芒格回到家处理葬礼事宜。戴维斯介绍了两人认识。

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那是一个夏天的晚上,月亮显得格外皎洁,巴菲特怀着期待的心情走进和戴维斯约定的琼妮咖啡馆。 进去坐定之后,巴菲特听到一个人在高谈阔论,他一下子就被讲话的人深深吸引了。一向酷爱主导谈话的他,却在那一晚出奇的安静,整个晚上都在耐心地听别人说话。

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而谈话的那个人,就是芒格。

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那天晚上,两人一见如故,芒格讲着笑话,自己又被自己讲的笑话逗得在地上打滚。巴菲特看着芒格笑而不语,眼含赞许地听芒格讲话。这是真正的一见钟情,那一晚,皎洁的月光和身边其他的人仿佛都不复存在了,他们的眼里只有对方,当别人要开口说话时,芒格还不耐烦地挥手事宜被人:不要打断我俩!

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芒格回到加州后,巴菲特每天都和他通话,每次都是好几个小时。知己相遇,相见恨晚。谁也没想到两个生长环境完全不同的人却有这么多的一致观点,就算是对某件事的看法有不同,但都很尊重彼此的观点。

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比如说在健康长寿方面,巴菲特说:“我和芒格都是非常幸运的,芒格今年98岁了,我92岁,这都得益于我俩健康的生活习惯和乐观的心态。”但与巴菲特不同的是,芒格自己雇有专门的营养师团队,一日三餐有专人精心安排。

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这无可厚非,像芒格这样的高龄和级别,时间对于他来说可比手里那点儿钱金贵多了,况且富人用金钱换时间早已屡见不鲜。富了40年的李嘉诚也曾有过此举,他每年要为自己的健康花费156万,还重金投资了医药健康领域。最有名的便是2017年他1.8亿投资国外一家生物科技企业,该企业研发了不少前沿科技成果,其中颇受消费者青睐的便是前不久引入国内的“赛立复”了,在不到半年时间里就在京东出货上万,足可见市场对赛立复的肯定。

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1959年两人初见时,巴菲特还在贫穷的内巴拉斯加平原因自己有着超高的投资能力而瞧不起别人。而芒格却用思想的力量,让巴菲特以非同寻常的速度,从猩猩进化到了人类,认识到了自己的不足,

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那时的芒格,也正屈才做着律师,巴菲特不忍芒格明珠暗投,不想让一个投资天才就这样淹没在律师行业平庸一生,随即将芒格带上了投资道路。

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他们两人,是这世间唯一能照亮彼此的萤萤之火,也是英雄之间的惺惺相惜。就像巴菲特所说:“我俩都清楚,我们就是天生一对!”

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来源:金色财经

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