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Powerpei
Influential Creator
等伯克希尔的三季报出来
说实话，我现在看它就盯两个数：经营性利润和现金
总净利润波动太大，投资盈亏一晃就几亿十几亿，没什么意思。经营性利润要是还能稳住或者微增，说明底下那些保险、铁路、能源业务还在正常赚钱
要是掉得明显，那才是真问题
现金更关键。上季度末大概3600亿左右，这季度已经花了买Taylor Morrison和回购。如果现金继续往下走，说明Greg Abel开始动真格了；如果又堆回去，那还是老样子——钱多但找不到够便宜的地方
数字出来我就看这两个，其他的先不急着下结论。
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