芒格旗下公司投資阿里巴巴(09988.HK) 稱需要以現金等價物形式持有股票
「股神」巴菲特搭檔芒格擔任董事長的電商和軟件公司Daily Journal Corp於今年首季建倉阿里巴巴(09988.HK)(BABA.US),早前文件披露持有逾16.53萬股,佔公司3月底投資組合比例達19%。
金融雜誌《巴倫周刊》(Barron's)本周刊登Daily Journal的聲明,其中指公司擁有且需要以現金等價物形式持有的股票,此等現金等價物通常是美國國債,不過由於目前美債投資回報率很低,公司轉而投資普通股。
聲明提到,除非股票的長期前景看起來不俗,否則不會被視為良好的現金等價物。Daily Journal指,公司將早前投資於國債的少量資金轉至投資阿里巴巴,在第一季尾的頭寸總值為3,740萬美元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.