还是老巴沉的住气，不动如山。以前不买, 现在也不会说自己就是全仓

Warren Buffett's Berkshire Hathaway just reported earnings on May 3, 2025. The first-quarter results showed a 14% drop in operating earnings, coming in at $9.64 billion compared to $11.2 billion year-over-year, with net earnings falling 64% to $4.6 billion. The cash pile also hit a record $347.7 billion, up from $334.2 billion last quarter

看城头一则新闻说老巴的重要入场指标已经绿了，会不会又打击熊熊了？

老巴真是难啊， 到底是听巴菲特指数，还是听巴菲特本人？ ；）

If that is the case, he missed the bottom on April 7-8

You’re so dedicated in search of every corner of market 7/24

老巴要等trend 确认再入场？他是有原则的。

LOL， 老巴不用等趋势，他在等deeply discounted market, 他有时间和资金去等

记得他曾说过：他现在找价值股已经不分牛熊市了，

真正的价值股能穿越牛熊，所以，研究具体个股的股性比大盘牛熊更重要。

最近我在关注医药股 NVO, REGN, 它们显然独立于大盘Trend

当然，大部分股票受大盘影响很大

我截图了