
看不懂的sol|Jul 27, 2025 11:47
A brother asked, since Buffett's holdings are public, why can't we buy with Buffett?
The most important thing is that you can't hold it.
To grasp it, one needs to have conviction, which means that you need to be very confident and knowledgeable about the stock.
And Buffett is an investment veteran, not to mention how many companies he has seen, any investment is not a simple one.
Public disclosure cannot provide a comprehensive understanding of Buffett's decision-making process or complete investment portfolio strategy.
The second point to grasp is your risk tolerance and investment duration.
Buffett's investment strategy is tailored to his specific goals and Berkshire Hathaway's long-term prospects. And you may not be able to resist selling it for a few months at most, not even finishing a half year report.
Style matching. If you are a person with strong gambling tendencies, you are simply not suitable for Buffett's investment. Because he is a value investor, he buys at a reasonable price and does not pay for uncertainty. If you still think NIO can beat Tesla, you are really not suitable. Tesla Buffett doesn't even like it.
The market environment is constantly evolving. The strategies that were effective for Buffett in the past may not be as effective under current or future market conditions.
You should know that every investment he makes is made at a good price, which is difficult for ordinary people to do because you don't participate in decision-making. When Buffett's investment is known to the public, market conditions and stock prices may have undergone significant changes, and the most obvious possibility is that the stock price has already risen.
Listen to Buffett's words, ordinary people should just bid on the P&500 index. The national mechanism of the United States is very suitable for the development of high-quality, globalized companies, and has a large amount of funding. It's best not to touch individual stocks if you're not professional.
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