To The Moon

價值大師中文站近期更新了巴菲特旗下伯克希爾的13F美股持倉報告。報告顯示，伯克希爾新建倉了兩家公司，動視暴雪和Nu，其中，動視暴雪的加倉時機太過巧合，讓人不禁懷疑有“黑幕”存在。 圖源wiki 1月18日，微軟宣佈將以每股95美元的價格收購動視暴雪。消息公開後，動視暴雪的股價從約65美元/股飆漲到近80美元/股。 而當地時間2月14日，伯克希爾提交的13F持倉報告中赫然顯示：四季度新建倉1466萬股動視暴雪，按當時的價格算，這些股票的市價略低於10億美元。價值大師中文站估計，該筆交易的回報率達到了19.9%。 圖源：價值大師中文站 而衆所周知，巴菲特和微軟創始人比爾·蓋茨是多年老友，巴菲特在股東信中寫過：蓋茨曾要親自教他怎麼用電腦。蓋茨也表示過，從他倆第一次見面，他就被巴菲特的思考方式折服了。同時，動視暴雪所在的遊戲行業也並非巴菲特，或者伯克希爾擅長的投資領域。雖然有可能是伯克希爾的投資經理巧合爲之，但在這種情況下，吃瓜羣衆很難不懷疑，這背後是否有點小貓膩。 上一次巴菲特和蓋茨在媒體“同框”還是去年六月，巴菲特表示將辭去比爾和梅琳達·蓋茨基金會的受託人職務。 伯克希爾建倉的另一家公司，是巴西最大數字銀行Nu。該公司於2021年12月9日在紐交所掛牌，截至2021年3月，其銀行服務Nubank客戶總數已經升至4810萬。美股之家的Nu融資歷史顯示，在2014-2021年IPO之前的7年間，公司陸續獲得了紅杉資本，老虎環球，高盛以及騰訊的投資。而伯克希爾則參加了公司上市前的G輪融資。不過，Nu上市之前提交的財報顯示，2018-2020年間，公司虧損持續擴大。上一家伯克希爾參與IPO的虧損公司，是雲計算公司Snowflake。伯克希爾在Snowflake上嚐到了甜頭後，又參股Nu，是否是巴老“能力圈”再次擴大的標誌？ 圖源：價值大師中文站 不過，投資Nu的還有騰訊，這引發了諸多關

Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in," said Michael Farr of Farr, Miller and Washington LLC. "The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction." The United States and Europe stepped up their warnings of an imminent attack

$Sea Ltd(SE)$Long way from recovery

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