股神巴菲特也有承認錯誤的一天,只因買了IBM!而且還是老友曾經警告過他的。。。

忠政快訊     2017-05-07     檢舉

 

(紐約6日綜合電)「股神」巴菲特減持三分一國際商業機器(IBM)股份惹起市場高度關注。據外國傳媒透露,原來巴菲特的「老友」微軟創辦人蓋茨,曾在2015年警告,巴菲特買入IBM是錯誤的!

巴菲特透露,在今年第1及2季,已分階段減持了所持IBM約三分一股權。資料顯示,截至2016年底,巴菲特投資旗艦伯克夏擁有IBM約8.6%股權,為該公司最大股東。

巴菲特在最新接受傳媒訪問時說:「我錯了,IBM是強大的公司,但它亦遇上強大的競爭對手。現時我不能再以6年前買入IBM時的估值,去衡量它現時的價值了。經過重估後,IBM價值某程度上正在下滑。」

IBM股價嚴重跑輸大市

事實上,IBM股價嚴重跑輸大市,從2011年至今僅累升8%,相比標指已累飆90%。

不過,原來巴菲特的「好友」蓋茨早在2015年5月接受媒體訪問時已唱衰IBM前景。蓋茨當時說:「IBM對科技的野心已減少,這真是遺憾,最少證明巴菲特原來是錯的,就算是企業客戶,IBM也不能成功向他們進行銷售。我是有偏見,IBM是偉大企業,與我創立的微軟競爭數十年,但現時我的確看不到IBM的長期價值是光明的,這與其他人的想法不同。」

曾為「國際大鱷」索羅斯「軍師」的德魯肯米勒更於2015年11月透露,正沽空IBM,原因與蓋茨差不多。他當時說:「我喜歡亞馬遜,因為它正在投資未來,IBM則沒有。」

新聞來源:東網

Buffett: 'I was wrong' about investment in IBM

Warren Buffett says he dumped 33% of his stock in the blue-chip tech company IBM.

Buffett unveiled the deal in a meeting with CNBC. He said he began offering the shares once the value transcended $180 a share.

"I don't esteem IBM a similar way that I did six years prior when I began purchasing," he said. "I think on the off chance that you glance back at what they were anticipating and how they thought the business would create, I would state what they've keep running into is some quite extreme contenders."

Buffett's Berkshire Hathaway (BRKA) claimed 81.2 million shares of IBM as of Dec. 31, approximately a 8% stake. Indeed, even with 33% less shares, IBM is one of Berkshire's biggest property, likely behind just Kraft Heinz (KHC), Wells Fargo (WFC), Coca-Cola (KO) and American Express (AXP), as indicated by year-end possessions unveiled by the organization.

It's conceivable IBM will soon be passed by Apple, on the off chance that it hasn't been as of now. Buffett has been purchasing Apple for the most recent year, and it has delighted in unfaltering increases in stock cost.

He said he sold the stock in the first and second quarters. He has not explained the subtle elements in SEC filings but rather is because of refresh his property not long from now. He could likewise remark assist at Berkshire's yearly shareholder meeting Saturday in Omaha, Nebraska.