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巴菲特向股東認衰!數年前「計錯數」作出錯誤投資 @ 2021-02-28T20: Back Hot News
Keyword:股神 巴菲特 蘋果
Concept:股神巴菲特
替股神巴菲特賺過大錢的優質股,除了可口可樂、蘋果等港人熟悉的國際品牌,還有幾間美國人比較清楚的保險公司(例如NATIONAL INDEMNITY、GEICO)。股神鍾情保險業,除了能夠賺取保險本身的承保利潤,還可以贏得投資保險浮存金(FLOAT)的可觀回報。具投資眼光的人,都視保險業為擴充業務的引擎。最近兩宗本地金融圈矚目的意圖並購,中策收購東亞人壽和偉祿收購先施保險,消息公布後出價公司及目標公司的股價表現,正反映東亞和先施的管理層並未有像股神一樣視保險業為擴充業務的引擎。

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