伯克希尔罕见大跌，段永平再度出手！嗅到了什么？

Core Viewpoint - Berkshire Hathaway's stock price has experienced a significant drop due to investment losses in Kraft Heinz and the suspension of share buybacks [1][5]. Group 1: Berkshire Hathaway's Financial Performance - In Q2, Berkshire reported revenue of $92.515 billion, exceeding market expectations, but net profit fell to $12.37 billion, a 59% year-on-year decline, despite also surpassing market forecasts [5]. - The investment income was $4.97 billion, down over 73% year-on-year, which contributed to investor dissatisfaction with the financial report [6]. - The company confirmed a $3.8 billion impairment loss on its investment in Kraft Heinz, marking it as one of Buffett's few investment failures [6]. Group 2: Investor Sentiment and Market Reaction - Following the financial report, Berkshire's A shares dropped by 2.65%, and since May 2, when the stock reached a historical high of $812,855, it has fallen over 13%, contrasting with an 11% rise in the S&P 500 during the same period [6]. - The decline in stock price reflects investor concerns about the potential loss of the "Buffett premium" and uncertainty regarding the company's future without Buffett [8]. Group 3: Investment Strategies and Insights - Notable investor Duan Yongping has sold put options on Berkshire, indicating he believes the current price is attractive for long-term investment [2][3]. - Duan has a history of using the "sell put" strategy to build positions in companies he understands, emphasizing the importance of not using leverage [4]. - His fund, H&H International Investment, holds a significant position in Berkshire's B shares, valued at $1.8 billion, despite a reduction in holdings [3].