Group 1 - The article highlights that Berkshire Hathaway's second-quarter stock holdings have been disclosed, with a focus on its limited but notable investments [1] - Three previously confidential holdings have been revealed, including two homebuilders and a steel giant, with a significant new investment in UnitedHealth [2] - UnitedHealth is described as a "troubled stock," having dropped over 40% this year and reaching a ten-year low in valuation, attracting interest from other notable investors like Michael Burry and David Tepper [3] Group 2 - The article mentions that several institutions capitalized on market opportunities in early April, with specific examples of investments in Pinduoduo and Nvidia [3] - It encourages readers to follow the "Smart Investor" video account for condensed investment wisdom [3]
巴菲特：别人越情绪化，你的机会就越多
聪明投资者·2025-08-17 02:03