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eeee0824
eeee0824
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2022-08-18
这篇文章不错，转发给大家看
非常抱歉，此主贴已删除
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eeee0824
eeee0824
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2022-02-15
这篇文章不错，转发给大家看
Roblox Earnings Are Coming: What to Watch<blockquote>Roblox 财报即将公布：值得关注的内容</blockquote>
Roblox is slated to report its fourth-quarter and full-year 2021 results after the market close on T
Roblox Earnings Are Coming: What to Watch<blockquote>Roblox 财报即将公布：值得关注的内容</blockquote>
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eeee0824
eeee0824
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2020-10-21
这篇文章不错，转发给大家看
知行合一：Baillie Gifford如何实现长期主义
@MidasMike：
$SCOTTISH MORT(SMT.UK)$ $特斯拉(TSLA)$ $蔚来(NIO)$ $亚马逊(AMZN)$ $腾讯控股(00700)$ 七年重仓陪跑特斯拉后，苏格兰资产管理公司Baillie Gifford（“柏基”）在高位减持约近四成仓位并获利约170亿美元，这家低调的百年老店突然成为中国投资圈里的网红。在对Baillie Gifford的投资风格进行了初步复盘之后（可参考Baillie Gifford的长线思维：陪跑特斯拉七年获利千亿），另外一个问题开始引起了我的极大兴趣：Baillie Gifford如何有效地构建起行之有效的长线投资体系？如何真正做到了“Actual investors think in decades, not in quarters？”长期主义知易行难，但是Baillie Gifford却成功地践行了这一理念：其投资平均持仓周期接近10年，并且视期间的价格波动、新闻甚至季报为噪音；然而旗舰基金SMIT过去十年净值增长768%，而BG则成为英国成长最快的资管公司，资管规模在过去五年已经翻番并高达 2620亿英镑。下图：Baillie Gi
知行合一：Baillie Gifford如何实现长期主义
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Moreover, the company has the potential of being a major participant in the burgeoning metaverse.</p><p><blockquote>自 2021 年 3 月通过纽约证券交易所直接上市公开交易以来，Roblox 的收入一直保持强劲增长。此外，该公司有潜力成为蓬勃发展的元宇宙的主要参与者。</blockquote></p><p>The Zacks Consensus Estimate for revenues is pegged at $763.11 million. The consensus mark for loss improved by 7.14% at 13 cents per share in the past 30 days.</p><p><blockquote>Zacks 对收入的一致估计为 7.6311 亿美元。过去 30 天内，亏损共识提高了 7.14%，达到每股 13 美分。</blockquote></p><p><b>Key Quarterly Numbers</b></p><p><blockquote><b>主要季度数据</b></blockquote></p><p>In the third quarter, revenue soared 102% year over year to $509.3 million. This growth is particularly impressive when you consider the company faced tough year-over-year comparables because of the pandemic. In the third quarter of 2020 -- which was before vaccines started rolling out -- people were still staying home much more than usual. This dynamic drove a surge in video gaming, among other activities.</p><p><blockquote>第三季度，收入同比飙升102%，达到5.093亿美元。当你考虑到该公司因疫情而面临严峻的同比可比性时，这种增长尤其令人印象深刻。在2020年第三季度——也就是疫苗开始推出之前——人们仍然比平时更多地呆在家里。这种动态推动了视频游戏和其他活动的激增。</blockquote></p><p>In the third quarter, Roblox posted a net loss of $74 million, or $0.13 per share, compared to a net loss of $48.6 million, or $0.26 per share, in the year-ago period. That said, the company is profitable from a cash standpoint. Operating cash flow slipped 2% year over year to $181.2 million and free cash flow rose 7% to $170.6 million.</p><p><blockquote>第三季度，Roblox 净亏损 7400 万美元，即每股亏损 0.13 美元，而去年同期净亏损 4860 万美元，即每股亏损 0.26 美元。也就是说，从现金角度来看，该公司是盈利的。经营现金流同比下滑 2% 至 1.812 亿美元，自由现金流增长 7% 至 1.706 亿美元。</blockquote></p><p><b>Factors to Consider</b></p><p><blockquote><b>需要考虑的因素</b></blockquote></p><p>Roblox’s fourth-quarter performance is expected to have benefited from growth in the company’s community of users and developers. This is expected to have driven sales of Robux, the currency used in Roblox, thereby aiding the top line.</p><p><blockquote>Roblox 第四季度的业绩预计将受益于公司用户和开发者社区的增长。预计这将推动 Roblox 中使用的货币 Robux 的销售，从而帮助营收。</blockquote></p><p>The company’s fastest-growing demographic is between 17-to 24-year-olds. The Roblox developer community has been focused on tackling this expanding market with a robust content portfolio, updates and more innovative experiences featuring visuals and effects.</p><p><blockquote>该公司增长最快的人群是 17 至 24 岁的年轻人。Roblox开发者社区一直致力于通过强大的内容组合、更新和更具创新性的视觉效果体验来应对这个不断扩大的市场。</blockquote></p><p>The company is expected to have benefited from the strong cash flow generated from Robux sales. Users spend Robux on experiences and items for their avatars, while developers and creators earn Robux by building experiences and items for users.</p><p><blockquote>该公司预计将受益于 Robux 销售产生的强劲现金流。用户将Robux花在他们头像的体验和物品上，而开发者和创作者通过为用户构建体验和物品来赚取Robux。</blockquote></p><p>As measured on Jan 1, 2022, the median user on Roblox visited 40 unique experiences over the course of 2021.</p><p><blockquote>根据2022年1月1日的测量，Roblox上的用户中位数在2021年期间访问了40次独特的体验。</blockquote></p><p>In third-quarter 2021, the average daily active users (DAU) reached 47.3 million, up 31% year over year. Average bookings per DAU (ABPDAU) were $13.49, reflecting a 1.75% decline year over year. The game was offline for three days between Oct 28 and Oct 31.</p><p><blockquote>2021年第三季度，日均活跃用户（DAU）达到4730万，同比增长31%。每 DAU (ABPDAU) 的平均预订量为 13.49 美元，同比下降 1.75%。游戏在10月28日至10月31日期间离线了三天。</blockquote></p><p>Roblox also reported a 43% year-over-year growth in daily active users during the first 27 days of October 2021.</p><p><blockquote>Roblox 还报告称，2021 年 10 月的前 27 天，每日活跃用户同比增长 43%。</blockquote></p><p>Roblox reported 54% growth in its user base, reaching 50 million, as of November 2021, from 32.6 million. The to-be-reported quarter’s performance is expected to have benefited from robust growth in daily active users.</p><p><blockquote>Roblox 报告称，截至 2021 年 11 月，其用户群增长了 54%，从 3260 万增至 5000 万。预计即将公布的季度业绩将受益于日活跃用户的强劲增长。</blockquote></p><p><b>Analyst Opinion on Roblox Stock</b></p><p><blockquote><b>分析师对Roblox股票的看法</b></blockquote></p><p>BTIG Research upped their price target on shares of Roblox from $98.00 to $133.00 and gave the company a "buy" rating in a report on Monday, November 15th. </p><p><blockquote>BTIG Research 将 Roblox 股票的目标价从 98.00 美元上调至 133.00 美元，并在 11 月 15 日星期一的一份报告中给予该公司“买入”评级。</blockquote></p><p>Truist Financial lowered their price target on shares of Roblox from $103.00 to $92.00 and set a "buy" rating for the company in a report on Wednesday, October 27th. </p><p><blockquote>Truist Financial 在 10 月 27 日星期三的一份报告中将 Roblox 股票的目标价从 103.00 美元下调至 92.00 美元，并对该公司给予“买入”评级。</blockquote></p><p>Stifel Nicolaus boosted their price objective on shares of Roblox from $121.00 to $134.00 and gave the company a "buy" rating in a research report on Thursday, November 18th. </p><p><blockquote>Stifel Nicolaus 在 11 月 18 日星期四的一份研究报告中将 Roblox 股票的目标价从 121.00 美元上调至 134.00 美元，并给予该公司“买入”评级。</blockquote></p><p>Atlantic Securities boosted their price objective on shares of Roblox from $110.00 to $125.00 and gave the company an "overweight" rating in a research report on Thursday, November 18th. </p><p><blockquote>大西洋证券 (Atlantic Securities) 在 11 月 18 日星期四的一份研究报告中将 Roblox 股票的目标价从 110.00 美元上调至 125.00 美元，并给予该公司“跑赢大盘”评级。</blockquote></p><p>Finally, Morgan Stanley reduced their price objective on shares of Roblox from $150.00 to $115.00 and set an "overweight" rating on the stock in a research report on Wednesday, January 19th. </p><p><blockquote>最后，摩根士丹利在 1 月 19 日星期三的一份研究报告中将 Roblox 股票的目标价从 150.00 美元下调至 115.00 美元，并将该股定为“跑赢大盘”评级。</blockquote></p><p>One analyst has rated the stock with a sell rating, three have given a hold rating and eleven have issued a buy rating to the company's stock. </p><p><blockquote>一名分析师对该公司股票给予卖出评级，三名分析师给予持有评级，十一名分析师给予该公司股票买入评级。</blockquote></p><p>Based on data from MarketBeat.com, Roblox currently has a consensus rating of "Buy" and a consensus price target of $103.46.</p><p><blockquote>根据 MarketBeat.com 的数据，Roblox 目前的一致评级为“买入”，一致目标价为 103.46 美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoblox Earnings Are Coming: What to Watch<blockquote>Roblox 财报即将公布：值得关注的内容</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2022-02-14 11:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Roblox is slated to report its fourth-quarter and full-year 2021 results after the market close on Tuesday, Feb. 15.</p><p><blockquote><html><head></head><body>Roblox 定于 2 月 15 日星期二收盘后公布 2021 年第四季度和全年业绩。</body></html></blockquote></p><p>Roblox has been posting strong revenue growth since it became publicly traded in March 2021 via a direct listing on the New York Stock Exchange. Moreover, the company has the potential of being a major participant in the burgeoning metaverse.</p><p><blockquote>自 2021 年 3 月通过纽约证券交易所直接上市公开交易以来，Roblox 的收入一直保持强劲增长。此外，该公司有潜力成为蓬勃发展的元宇宙的主要参与者。</blockquote></p><p>The Zacks Consensus Estimate for revenues is pegged at $763.11 million. The consensus mark for loss improved by 7.14% at 13 cents per share in the past 30 days.</p><p><blockquote>Zacks 对收入的一致估计为 7.6311 亿美元。过去 30 天内，亏损共识提高了 7.14%，达到每股 13 美分。</blockquote></p><p><b>Key Quarterly Numbers</b></p><p><blockquote><b>主要季度数据</b></blockquote></p><p>In the third quarter, revenue soared 102% year over year to $509.3 million. This growth is particularly impressive when you consider the company faced tough year-over-year comparables because of the pandemic. In the third quarter of 2020 -- which was before vaccines started rolling out -- people were still staying home much more than usual. This dynamic drove a surge in video gaming, among other activities.</p><p><blockquote>第三季度，收入同比飙升102%，达到5.093亿美元。当你考虑到该公司因疫情而面临严峻的同比可比性时，这种增长尤其令人印象深刻。在2020年第三季度——也就是疫苗开始推出之前——人们仍然比平时更多地呆在家里。这种动态推动了视频游戏和其他活动的激增。</blockquote></p><p>In the third quarter, Roblox posted a net loss of $74 million, or $0.13 per share, compared to a net loss of $48.6 million, or $0.26 per share, in the year-ago period. That said, the company is profitable from a cash standpoint. Operating cash flow slipped 2% year over year to $181.2 million and free cash flow rose 7% to $170.6 million.</p><p><blockquote>第三季度，Roblox 净亏损 7400 万美元，即每股亏损 0.13 美元，而去年同期净亏损 4860 万美元，即每股亏损 0.26 美元。也就是说，从现金角度来看，该公司是盈利的。经营现金流同比下滑 2% 至 1.812 亿美元，自由现金流增长 7% 至 1.706 亿美元。</blockquote></p><p><b>Factors to Consider</b></p><p><blockquote><b>需要考虑的因素</b></blockquote></p><p>Roblox’s fourth-quarter performance is expected to have benefited from growth in the company’s community of users and developers. This is expected to have driven sales of Robux, the currency used in Roblox, thereby aiding the top line.</p><p><blockquote>Roblox 第四季度的业绩预计将受益于公司用户和开发者社区的增长。预计这将推动 Roblox 中使用的货币 Robux 的销售，从而帮助营收。</blockquote></p><p>The company’s fastest-growing demographic is between 17-to 24-year-olds. The Roblox developer community has been focused on tackling this expanding market with a robust content portfolio, updates and more innovative experiences featuring visuals and effects.</p><p><blockquote>该公司增长最快的人群是 17 至 24 岁的年轻人。Roblox开发者社区一直致力于通过强大的内容组合、更新和更具创新性的视觉效果体验来应对这个不断扩大的市场。</blockquote></p><p>The company is expected to have benefited from the strong cash flow generated from Robux sales. Users spend Robux on experiences and items for their avatars, while developers and creators earn Robux by building experiences and items for users.</p><p><blockquote>该公司预计将受益于 Robux 销售产生的强劲现金流。用户将Robux花在他们头像的体验和物品上，而开发者和创作者通过为用户构建体验和物品来赚取Robux。</blockquote></p><p>As measured on Jan 1, 2022, the median user on Roblox visited 40 unique experiences over the course of 2021.</p><p><blockquote>根据2022年1月1日的测量，Roblox上的用户中位数在2021年期间访问了40次独特的体验。</blockquote></p><p>In third-quarter 2021, the average daily active users (DAU) reached 47.3 million, up 31% year over year. Average bookings per DAU (ABPDAU) were $13.49, reflecting a 1.75% decline year over year. The game was offline for three days between Oct 28 and Oct 31.</p><p><blockquote>2021年第三季度，日均活跃用户（DAU）达到4730万，同比增长31%。每 DAU (ABPDAU) 的平均预订量为 13.49 美元，同比下降 1.75%。游戏在10月28日至10月31日期间离线了三天。</blockquote></p><p>Roblox also reported a 43% year-over-year growth in daily active users during the first 27 days of October 2021.</p><p><blockquote>Roblox 还报告称，2021 年 10 月的前 27 天，每日活跃用户同比增长 43%。</blockquote></p><p>Roblox reported 54% growth in its user base, reaching 50 million, as of November 2021, from 32.6 million. The to-be-reported quarter’s performance is expected to have benefited from robust growth in daily active users.</p><p><blockquote>Roblox 报告称，截至 2021 年 11 月，其用户群增长了 54%，从 3260 万增至 5000 万。预计即将公布的季度业绩将受益于日活跃用户的强劲增长。</blockquote></p><p><b>Analyst Opinion on Roblox Stock</b></p><p><blockquote><b>分析师对Roblox股票的看法</b></blockquote></p><p>BTIG Research upped their price target on shares of Roblox from $98.00 to $133.00 and gave the company a "buy" rating in a report on Monday, November 15th. </p><p><blockquote>BTIG Research 将 Roblox 股票的目标价从 98.00 美元上调至 133.00 美元，并在 11 月 15 日星期一的一份报告中给予该公司“买入”评级。</blockquote></p><p>Truist Financial lowered their price target on shares of Roblox from $103.00 to $92.00 and set a "buy" rating for the company in a report on Wednesday, October 27th. </p><p><blockquote>Truist Financial 在 10 月 27 日星期三的一份报告中将 Roblox 股票的目标价从 103.00 美元下调至 92.00 美元，并对该公司给予“买入”评级。</blockquote></p><p>Stifel Nicolaus boosted their price objective on shares of Roblox from $121.00 to $134.00 and gave the company a "buy" rating in a research report on Thursday, November 18th. </p><p><blockquote>Stifel Nicolaus 在 11 月 18 日星期四的一份研究报告中将 Roblox 股票的目标价从 121.00 美元上调至 134.00 美元，并给予该公司“买入”评级。</blockquote></p><p>Atlantic Securities boosted their price objective on shares of Roblox from $110.00 to $125.00 and gave the company an "overweight" rating in a research report on Thursday, November 18th. </p><p><blockquote>大西洋证券 (Atlantic Securities) 在 11 月 18 日星期四的一份研究报告中将 Roblox 股票的目标价从 110.00 美元上调至 125.00 美元，并给予该公司“跑赢大盘”评级。</blockquote></p><p>Finally, Morgan Stanley reduced their price objective on shares of Roblox from $150.00 to $115.00 and set an "overweight" rating on the stock in a research report on Wednesday, January 19th. </p><p><blockquote>最后，摩根士丹利在 1 月 19 日星期三的一份研究报告中将 Roblox 股票的目标价从 150.00 美元下调至 115.00 美元，并将该股定为“跑赢大盘”评级。</blockquote></p><p>One analyst has rated the stock with a sell rating, three have given a hold rating and eleven have issued a buy rating to the company's stock. </p><p><blockquote>一名分析师对该公司股票给予卖出评级，三名分析师给予持有评级，十一名分析师给予该公司股票买入评级。</blockquote></p><p>Based on data from MarketBeat.com, Roblox currently has a consensus rating of "Buy" and a consensus price target of $103.46.</p><p><blockquote>根据 MarketBeat.com 的数据，Roblox 目前的一致评级为“买入”，一致目标价为 103.46 美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153888860","content_text":"Roblox is slated to report its fourth-quarter and full-year 2021 results after the market close on Tuesday, Feb. 15.Roblox has been posting strong revenue growth since it became publicly traded in March 2021 via a direct listing on the New York Stock Exchange. Moreover, the company has the potential of being a major participant in the burgeoning metaverse.The Zacks Consensus Estimate for revenues is pegged at $763.11 million. The consensus mark for loss improved by 7.14% at 13 cents per share in the past 30 days.Key Quarterly NumbersIn the third quarter, revenue soared 102% year over year to $509.3 million. This growth is particularly impressive when you consider the company faced tough year-over-year comparables because of the pandemic. In the third quarter of 2020 -- which was before vaccines started rolling out -- people were still staying home much more than usual. This dynamic drove a surge in video gaming, among other activities.In the third quarter, Roblox posted a net loss of $74 million, or $0.13 per share, compared to a net loss of $48.6 million, or $0.26 per share, in the year-ago period. That said, the company is profitable from a cash standpoint. Operating cash flow slipped 2% year over year to $181.2 million and free cash flow rose 7% to $170.6 million.Factors to ConsiderRoblox’s fourth-quarter performance is expected to have benefited from growth in the company’s community of users and developers. This is expected to have driven sales of Robux, the currency used in Roblox, thereby aiding the top line.The company’s fastest-growing demographic is between 17-to 24-year-olds. The Roblox developer community has been focused on tackling this expanding market with a robust content portfolio, updates and more innovative experiences featuring visuals and effects.The company is expected to have benefited from the strong cash flow generated from Robux sales. Users spend Robux on experiences and items for their avatars, while developers and creators earn Robux by building experiences and items for users.As measured on Jan 1, 2022, the median user on Roblox visited 40 unique experiences over the course of 2021.In third-quarter 2021, the average daily active users (DAU) reached 47.3 million, up 31% year over year. Average bookings per DAU (ABPDAU) were $13.49, reflecting a 1.75% decline year over year. The game was offline for three days between Oct 28 and Oct 31.Roblox also reported a 43% year-over-year growth in daily active users during the first 27 days of October 2021.Roblox reported 54% growth in its user base, reaching 50 million, as of November 2021, from 32.6 million. The to-be-reported quarter’s performance is expected to have benefited from robust growth in daily active users.Analyst Opinion on Roblox StockBTIG Research upped their price target on shares of Roblox from $98.00 to $133.00 and gave the company a \"buy\" rating in a report on Monday, November 15th. Truist Financial lowered their price target on shares of Roblox from $103.00 to $92.00 and set a \"buy\" rating for the company in a report on Wednesday, October 27th. Stifel Nicolaus boosted their price objective on shares of Roblox from $121.00 to $134.00 and gave the company a \"buy\" rating in a research report on Thursday, November 18th. Atlantic Securities boosted their price objective on shares of Roblox from $110.00 to $125.00 and gave the company an \"overweight\" rating in a research report on Thursday, November 18th. Finally, Morgan Stanley reduced their price objective on shares of Roblox from $150.00 to $115.00 and set an \"overweight\" rating on the stock in a research report on Wednesday, January 19th. One analyst has rated the stock with a sell rating, three have given a hold rating and eleven have issued a buy rating to the company's stock. Based on data from MarketBeat.com, Roblox currently has a consensus rating of \"Buy\" and a consensus price target of $103.46.","news_type":1,"symbols_score_info":{"RBLX":0.9}},"isVote":1,"tweetType":1,"viewCount":2980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303418570,"gmtCreate":1603220657390,"gmtModify":1703829140914,"author":{"id":"3546903852185765","authorId":"3546903852185765","name":"eeee0824","avatar":"https://static.tigerbbs.com/2bd6182a7eee51bf1968ef34eebc6850","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3546903852185765","idStr":"3546903852185765"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/303418570","repostId":"303817712","repostType":1,"repost":{"id":303817712,"gmtCreate":1603094920136,"gmtModify":1703828617047,"author":{"id":"3473459794537757","authorId":"3473459794537757","name":"MidasMike","avatar":"https://static.tigerbbs.com/7cafd3d1411d04107e3c4859369109f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3473459794537757","idStr":"3473459794537757"},"themes":[],"title":"知行合一：Baillie Gifford如何实现长期主义","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMT.UK\">$SCOTTISH MORT(SMT.UK)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 七年重仓陪跑特斯拉后，苏格兰资产管理公司Baillie Gifford（“柏基”）在高位减持约近四成仓位并获利约170亿美元，这家低调的百年老店突然成为中国投资圈里的网红。在对Baillie Gifford的投资风格进行了初步复盘之后（可参考Baillie Gifford的长线思维：陪跑特斯拉七年获利千亿），另外一个问题开始引起了我的极大兴趣：Baillie Gifford如何有效地构建起行之有效的长线投资体系？如何真正做到了“Actual investors think in decades, not in quarters？”长期主义知易行难，但是Baillie Gifford却成功地践行了这一理念：其投资平均持仓周期接近10年，并且视期间的价格波动、新闻甚至季报为噪音；然而旗舰基金SMIT过去十年净值增长768%，而BG则成为英国成长最快的资管公司，资管规模在过去五年已经翻番并高达 2620亿英镑。下图：Baillie Gi","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMT.UK\">$SCOTTISH MORT(SMT.UK)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 七年重仓陪跑特斯拉后，苏格兰资产管理公司Baillie Gifford（“柏基”）在高位减持约近四成仓位并获利约170亿美元，这家低调的百年老店突然成为中国投资圈里的网红。在对Baillie Gifford的投资风格进行了初步复盘之后（可参考Baillie Gifford的长线思维：陪跑特斯拉七年获利千亿），另外一个问题开始引起了我的极大兴趣：Baillie Gifford如何有效地构建起行之有效的长线投资体系？如何真正做到了“Actual investors think in decades, not in quarters？”长期主义知易行难，但是Baillie Gifford却成功地践行了这一理念：其投资平均持仓周期接近10年，并且视期间的价格波动、新闻甚至季报为噪音；然而旗舰基金SMIT过去十年净值增长768%，而BG则成为英国成长最快的资管公司，资管规模在过去五年已经翻番并高达 2620亿英镑。下图：Baillie Gi","text":"$SCOTTISH MORT(SMT.UK)$ $特斯拉(TSLA)$ $蔚来(NIO)$ $亚马逊(AMZN)$ $腾讯控股(00700)$ 七年重仓陪跑特斯拉后，苏格兰资产管理公司Baillie Gifford（“柏基”）在高位减持约近四成仓位并获利约170亿美元，这家低调的百年老店突然成为中国投资圈里的网红。在对Baillie Gifford的投资风格进行了初步复盘之后（可参考Baillie Gifford的长线思维：陪跑特斯拉七年获利千亿），另外一个问题开始引起了我的极大兴趣：Baillie Gifford如何有效地构建起行之有效的长线投资体系？如何真正做到了“Actual investors think in decades, not in quarters？”长期主义知易行难，但是Baillie Gifford却成功地践行了这一理念：其投资平均持仓周期接近10年，并且视期间的价格波动、新闻甚至季报为噪音；然而旗舰基金SMIT过去十年净值增长768%，而BG则成为英国成长最快的资管公司，资管规模在过去五年已经翻番并高达 2620亿英镑。下图：Baillie Gi","images":[{"img":"https://static.tigerbbs.com/8699ecabd64be7b7e85d9e7a5f0fa609","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/46a1dfd27dba848799ec3db5a39bca54","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/2274d06bc4ebd92680210be592ad0192","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303817712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6151,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}