巴菲特买IBM鸟

据路透报导，美国金融投资大户巴菲特称，第三季对IBM进行投资；巴菲特称今年已经买入107亿美元IBM股票；今年已经买入6,400万股IBM股票，持有IBM约5.5%的股权

Biggest Quant Fund Cuts Apple, Google Stakes
By Robert Holmes    11/14/11

BOSTON (TheStreet) -- Renaissance Technologies, the biggest quantitative hedge fund in the world, made more than 400 new purchases in the third quarter. But the hedge fund's move to cut stakes Apple(AAPL_), Google(GOOG_) and several Dow components raises some eyebrows.

Renaissance Technologies' Web site promises "superior returns" for its clients and employees by adhering to mathematical and statistical methods. Several reports say that about half of the hedge fund's 275 employees hold doctoral degrees. The fund was started by Jim Simons nearly three decades ago and uses computer-based models to analyze and automate trades.

Apple remains the fund's largest holding as of Sept. 30, according to the latest 13F filing with regulators. RenTec, as Renaissance Technologies is known, doubled down on its Apple position in the second quarter but trimmed its stake by 282,000 shares in the third quarter. RenTec now owns 1 million shares of Apple with a market value of $399 million as of Sept. 30.

RenTec also sold 446,000 shares of Google(GOOG), lowering its stake to 107,000 shares total. While Apple has outperformed the broader market this year with a 17% gain, Google shares are up only 3.2%.

Hedge funds that manage more than $100 million are required to disclose their equity holdings, options and convertible debt on a Form 13F filed to the Securities and Exchange Commission within 45 days of the end of a quarter. Funds aren't required to report short positions betting on declines. RenTec ended the third quarter with nearly 2,600 reported holdings with a market value of $23.5 billion.

Overall, RenTec decreased its stake in 1090 positions and sold completely out of another 626 stocks, including blue-chip names like Exxon Mobil(XOM_), Verizon(VZ_), General Electric(GE_), AT&T(T_), PepsiCo(PEP_), Amazon.com(AMZN_) and Comcast(CMCSA_)


我倒是在三季度搞了一点点Apple，看看文艺复兴牛还是我牛，哈哈

刚在微博上看到，巴菲特想干嘛

IBM最近几年似乎都在走下坡路。

难道老巴要遭？

IBM 的股票最近一年涨了不少

这老头是不是要出货鸟？

巴菲特买ibm看中的是啥呢?其实对这笔买卖有点看不懂的说。

巴菲特如果有幸学习下中国的先进经验，就该知道房地美才是值得投资的。