它BRK很大一部分盈利来自于profit from operating business，常人没法复制
Ownership of Operating Businesses: Berkshire fully owns a diverse portfolio of companies, including GEICO (insurance), BNSF (railroads), and Duracell (batteries). These subsidiaries generate profits through their operations, contributing steady cash flow. The insurance businesses, in particular, provide “float”—premiums collected before claims are paid—which Buffett uses as capital for investments.
他也有大量的资产在股市。
不可能毫发无伤。
下一步就看他什么时候下场捞底了。
今年年初，我在投坛发了几篇豆腐帖谈巴菲特的持仓并建议
1）不要跟风买妖股。不要用马金，不要喝三倍体毒药。
2）增加现金，迎接即将来临的股市风暴。
只是动作还是慢了一点，没有想到暴风雨来的这么快，这么猛。打了个措手不及。
没想到是普涨。目前平均关税是18-26%。二到三倍。所以影响才这么大。
多数人，包括我都误判了。花街很多人也没想到。虽然不少曾rotate去欧洲和恒生。但是对全球性股灾基本都没什么准备。恒生昨晚跌-13%。我还想不起来历史上哪次一天跌这么多。日经-7%。老巴在日本也有大量投资。肯定也损失不小。
误判导致损失也没辙。只能怪自己能力不够。就这个命，没办法。呵呵。
TSLA， PLTR去年涨了四倍。短时间内涨这么多的东西不买那是太贪了。至少50-60%得卖出。那它再怎么跌也不会亏。
Ownership of Operating Businesses: Berkshire fully owns a diverse portfolio of companies, including GEICO (insurance), BNSF (railroads), and Duracell (batteries). These subsidiaries generate profits through their operations, contributing steady cash flow. The insurance businesses, in particular, provide “float”—premiums collected before claims are paid—which Buffett uses as capital for investments.