-->

Type something and hit enter

On

 
Why Warren Buffett’s Apple Stock Holding was laughed at? (为什么巴菲特的苹果持股被其他人取笑呢?)

Warren Buffett started to buy Apple stock back in May 2016 where its cost is around $100 ($20 after the 4-for-1 share split in August 2020). When Buffett first bought Apple, everyone was surprised as Buffett normally won’t invest in technology stocks. However, Buffett said that Apple was extremely undervalued by that time, and have immense future going forward.

We can see that Apple share price does not only go up, but will also retrace sometimes. In September 2018, the share price rose to $280 ($56 now) and everyone was praising Buffett for his wise decision, and even almost making three-fold of profit just from Apple alone. However, a big dip occurred in December 2018 where the share price dropped to $185 ($37 now) due to the heat rise from US-China Trade War, and Buffett was still holding all of his Apple stock, without selling any of it. Everyone was laughing at him for still holding the stock, because he can earn much more if he chose to sell earlier and buy in now. Buffett stayed silent.

About a year later, the stock rebound to its previous high and continue to soar higher as times go. This time, fellow investors praise Buffett yet again for being able to hold the stocks for so long, regardless of what is happening outside the world. The share price soared to the high of $405 ($81 now) in February 2020, and everyone is still saying that Buffett is still the Master of Investing, for being able to spot such stock back in 2016. Buffett stayed silent, yet again.

However, tragedy happened in March 2020 where the share price fell to $285 ($57 now) due to the rise in Covid-19 cases and lockdowns. Yet again, fellow investors turn their target on Buffett, saying that he is too old and has lost his “investment sense” for still holding the stock and not having it sold at its previous high a month ago. Once again, Buffett stayed silent.

Today, as of the writing date, Apple is currently trading at $122, which is $610 before share splitting. In these tough time, Buffett has not said a word but just minding his own business, keeping faith in the stocks he bought and believed they will grow eventually. During these 5 years, there are surely people who buy and sell, earning some money. However, the writer believed that there is only a small amount of people who can be real to its investment like Buffett, where they will hold a stock for as long as they can, before the stock is overvalued or its fundamental is deteriorated.

In short, the writer thinks that investment should not involve any buying and selling activities when the fundamental of a company has yet to be changes. However, it will be extremely hard to do so as market price fluctuate every day, and it will definitely affect one’s decision. Hence, focusing more on the company itself rather than market price is a wise choice as we can see from the story of Buffett’s Apple holding, and what he would like to advice the new investors.

巴菲特在2016年5月开始以当时100美金买入APPLE (苹果),而这个100美金在今年8月拆分过后变成了20美金。当巴菲特一开始买进苹果时,每个人都很惊讶因为巴菲特曾经说过他一般不会买入科技股。但是,巴菲特当时给的回复是苹果在当时非常被低估,而以后的前景会非常好。

我们也可以看到苹果的股价并不只是会上升,它也会回调。在2018年9月,苹果的股价去到当时的历史新高280美金,合算现在的56美金。当时每个人都在说巴菲特做了很好的决定,也几乎单单在苹果身上翻了三倍。但是好景不长,在同年12月,苹果的股价因为中美贸易战的关系由高点跌到185美金,合算现在的37美金。这时,巴菲特依然没有卖出苹果的任何一股,而每个人就在取笑巴菲特的决定,说到巴菲特如果在早些时候卖掉苹果而现在买回来的话,会赚的更多。巴菲特保持沉默。

大约一年后,股价也成功反弹到之前的高度,而且还上升得比之前更高。这次,各大投资者又称赞巴菲特,说他能够抵御住任何的风浪,继续持有着他的股。苹果的股价也在2020年2月来到了405美金,合算现在的81美金,而大家依然称巴菲特为股神,说他能够在2016持股至今的能力值得被敬佩。巴菲特依然保持沉默。

但是,在同年3月,股灾发生了。苹果的股价因为新冠疫情和封城大跌至285美金,合算现在的57美金。大众投资者再次质疑起了巴菲特,说他已经年迈了,没有了 “投资直觉”,并且没有在股灾前卖出他的持股,特别是苹果在一个月前刚刚破了历史新高的股价。巴菲特再次保持沉默。

今天,在笔者写这篇文章时,苹果现在的股价是122美金,既是在拆股前的610美金。在这些时间里面,巴菲特都没说过任何东西,而只是默默的在做好自己的本分,相信着他所选的股是会有所成长的。在这五年里,必定有许多的投资者进行了许多买卖,而从中获益。但是,笔者相信也只有少数的人能够真正的以巴菲特的投资方式,长期持有着这些股,而在这些股的股价被高估或者基本面被改变之前,坚决不卖。

总结,笔者觉得投资不应该存在任何的买卖,特别是当公司的基本面没有任何改变的时候。但是,基于市场每天的浮动,这是很难做到的,毕竟有浮动就意味着会影响一个人所做的决定。因此,我们在巴菲特的苹果持有故事中,明白他要给新投资者们的建议是:我们更应该注重在公司本身多于股价,而那才是最好的决定。

For more EXCLUSIVE content, visit: https://www.facebook.com/InvestingKnowEverything/

请关注笔者的脸书专页以获得独家资讯。

https://klse.i3investor.com/blogs/InvestingKnowEverything/2020-12-11-story-h1537531515.jsp

Click to comment
Back to Top
Back to Top