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和时间赛跑zilong
和时间赛跑zilong
·
12-05 22:48
$META 20251212 635.0 PUT$
继续平仓，继续看好
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和时间赛跑zilong
和时间赛跑zilong
·
12-05 22:45
$META 20251205 630.0 PUT$
还好前两天没有被震出去，反而加仓，赚点钱心惊肉跳的[得意]
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和时间赛跑zilong
和时间赛跑zilong
·
11-29
这篇文章不错，转发给大家看看
查理芒格最后的岁月：99岁仍在大胆投资，扶持年轻邻居打造地产帝国
在去世前几天，芒格请家人离开医院的房间，以便自己最后一次致电巴菲特，两位传奇搭档就此作了最后的告别。
查理芒格最后的岁月：99岁仍在大胆投资，扶持年轻邻居打造地产帝国
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和时间赛跑zilong
和时间赛跑zilong
·
11-26
$META 20251205 605.0 PUT$
结束，等下一波期权机会，还有正股
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和时间赛跑zilong
和时间赛跑zilong
·
11-25
$META 20251205 605.0 PUT$
平一部分，还有还有
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和时间赛跑zilong
和时间赛跑zilong
·
11-25
$LLY 20251128 1050.0 PUT$
太好吃了，平仓，再来
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和时间赛跑zilong
和时间赛跑zilong
·
11-20
逢高减掉
$英伟达(NVDA)$
，转而做
$谷歌(GOOG)$
$Meta Platforms, Inc.(META)$
，以及目前恢复上涨的
$礼来(LLY)$
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和时间赛跑zilong
和时间赛跑zilong
·
11-14
非常认可腾讯这一年来的经营，财报出来的收入与利润增长，更加确认企鹅的发展空间依旧值得信任。特别是坚定不移地投入AI建设加速，更加认可其成本支出的必要性，不错不错，耐心
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和时间赛跑zilong
和时间赛跑zilong
·
11-13
后续肯定看好人工智能的，不过道路是曲折的。就像漂亮五零的工业革命时期、2000年的互联网泡沫时期，都是一次社会性革命和全球生活与工作方式的颠覆，股票市场的相关行业大量泡沫后，才会涌现出全面覆盖的新模式。人工智能将无处不在地进入毛孔，就像互联网现在无处不在一样
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和时间赛跑zilong
和时间赛跑zilong
·
11-10
$META 20251114 625.0 PUT$
恐慌中获得的临时收入，平掉一半赚点零花钱，继续观察短期波动走向。
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还好前两天没有被震出去，反而加仓，赚点钱心惊肉跳的[得意]","images":[{"img":"https://static.tigerbbs.com/1fdd9111f42bc75fc79c00efc13154cf","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507772913193248","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":505429342568696,"gmtCreate":1764420087496,"gmtModify":1764420090230,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"73452179038098","idStr":"73452179038098"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505429342568696","repostId":"2586276246","repostType":4,"repost":{"id":"2586276246","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1764406897,"share":"https://www.laohu8.com/m/news/2586276246?lang=&edition=full","pubTime":"2025-11-29 17:01","market":"us","language":"zh","title":"查理芒格最后的岁月：99岁仍在大胆投资，扶持年轻邻居打造地产帝国","url":"https://stock-news.laohu8.com/highlight/detail?id=2586276246","media":"华尔街见闻","summary":"在去世前几天，芒格请家人离开医院的房间，以便自己最后一次致电巴菲特，两位传奇搭档就此作了最后的告别。","content":"<html><head></head><body><blockquote><p>在去世前几天，芒格请家人离开医院的房间，以便自己最后一次致电巴菲特，两位传奇搭档就此作了最后的告别。</p></blockquote><p>查理·芒格生命的最后篇章，并非退隐海滨的平静晚年，而是一段充满活力、逆向投资和新挑战的时光。这位投资巨擘直至生命终点，仍在积极地进行投资决策、建立新的友谊，并从容应对健康挑战。</p><p>据《华尔街日报》近日发布的一篇特写报道，在芒格晚年，他摒弃了美国加州蒙特西托的海景豪宅，选择留在他那栋甚至没有空调的洛杉矶旧居，只因那里更靠近他欣赏的人和让他感到兴奋的项目。</p><p><strong>在他生命的最后一年，芒格逆势对一个被他回避了60年的行业——煤炭业——进行了大举押注，并获得了超过5000万美元的账面收益。他还与一位年轻的邻居合作，深度参与房地产投资，建立起一个价值约30亿美元的公寓<a href=\"https://laohu8.com/S/00776\">帝国</a>。</strong></p><p>与此同时，这位<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦公司的传奇副主席也面临着视力衰退等健康问题，<strong>但他以冷静和幽默的态度应对，通过固定的早餐会和朋友聚餐来对抗衰老带来的孤独感。</strong></p><p>报道通过其家人和朋友的追忆，拼凑出了一个鲜为人知的芒格，他在生命最后时刻依然思维高速运转，保持着敏锐的商业嗅觉和学习热忱。</p><h2 id=\"id_3424132287\">逆势押注煤炭股获丰厚回报</h2><p>对于一个长达60年都对煤炭行业避而远之的投资者而言，芒格在2023年的举动令市场颇感意外。</p><p>据《华尔街日报》报道，当时许多投资者因煤炭使用量长期下降而看空该行业，但芒格却看到了不同的逻辑。他认为，随着全球能源需求的增长，煤炭仍将是必要的，且许多生产商依然盈利，股价却相当便宜。</p><p>“他读到一篇说煤炭行业完蛋了的文章，”其继子Hal Borthwick回忆道，“他说，‘胡说八道’。”</p><p>于是，在2023年5月，芒格买入了煤炭生产商Consol Energy的股票，并在同年晚些时候购入了冶金煤生产商<a href=\"https://laohu8.com/S/AMR\">Alpha Metallurgical</a> Resources的股份。<strong>到他去世时，Consol的股价已翻倍，Alpha的股价也大幅上涨，这两笔投资合计为他带来了超过5000万美元的账面收益。</strong></p><h2 id=\"id_1279929022\">忘年之交与地产帝国</h2><p>芒格晚年的另一项非凡投资，始于一段忘年之交。</p><p>2005年，年仅17岁的邻居Avi Mayer敲开了芒格的门。当时的Mayer在学业上遇到困难，对未来感到迷茫。芒格成为了他的倾听者和导师，并支持他放弃上大学，进入“芒格大学”——通过观察和实践来学习。</p><p>几年后，当Mayer与童年好友Reuven Gradon合作投身房地产时，芒格在观察了他们初期的运作后，决定为他们的公司Afton Properties提供支持。从2017年左右开始，三人合作在南加州收购了近10000套低层公寓。芒格深度参与了业务的方方面面，从地段选择、建筑评估到粉刷颜色，甚至亲自决定花费数十万美元种植新树木以改善景观。</p><p><strong>在芒格的建议下，该公司选择了长期贷款，以锁定有利的利率并长期持有资产。</strong></p><p>这一策略收效显著，《华尔街日报》援引知情人士称，Afton Properties目前持有的资产价值约30亿美元。直至生命的最后时刻，芒格依然在参与决策，在他去世几天后，一笔位于Costco超市对面的楼产收购交易才最终完成。</p><h2 id=\"id_458732588\">以从容与幽默直面衰老</h2><p>在生命的最后十年，芒格开始面临健康挑战。</p><p>《华尔街日报》文章写道，1978年的一次白内障手术失误导致他左眼失明，而2014年左右，他的右眼视神经也出现问题，一度面临完全失明的可能。据他的朋友Li Lu回忆，芒格对此处之泰然，甚至准备好了学习盲文。幸运的是，他的右眼视力后来缓慢改善。</p><p>随着行动日益受限，他放弃了高尔夫等爱好，并需要依赖手杖行走。但他始终以幽默对抗衰老带来的困扰。<strong>他会开玩笑说自己长寿的秘诀是健怡<a href=\"https://laohu8.com/S/KO\">可乐</a>，并曾对一位访客感叹：“噢，要是能再回到86岁就好了。”</strong>在饮食上，家人最终放弃了让他保持健康饮食的努力，他享受着Costco热狗、In-N-Out汉堡和韩式炸鸡等外卖食品。</p><p>芒格担忧孤独和变得无足轻重，他选择用更紧密的社交来充实生活。他每周二在洛杉矶乡村俱乐部与一群商界人士<a href=\"https://laohu8.com/S/603118\">共进</a>早餐，分享投资智慧和人生哲学。他曾对朋友们说：“在我这个年纪，你要么结交新朋友，要么就一个朋友都没有。”</p><h2 id=\"id_2749423593\">与巴菲特的最后告别</h2><p>尽管芒格在生命的最后十年里，对伯克希尔哈撒韦的日常参与度有所降低，但他与巴菲特的友谊与合作关系贯穿始终。</p><p>两人每周或每两周通话一次，由于芒格住在洛杉矶，巴菲特在奥马哈，且两人都有听力问题，沟通变得更具挑战性。</p><p>据芒格孙媳Whitney Jackson回忆：“他们会对着电话大声喊叫。谈话内容可能本应是保密的，但方圆一英里内的任何人都能听到。”</p><p><strong>据《华尔街日报》，在去世前几天，芒格被送往蒙特西托附近的一家医院。他请家人离开房间，以便自己最后一次致电巴菲特，两位传奇搭档就此作了最后的告别。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>查理芒格最后的岁月：99岁仍在大胆投资，扶持年轻邻居打造地产帝国</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; 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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n查理芒格最后的岁月：99岁仍在大胆投资，扶持年轻邻居打造地产帝国\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-29 17:01 北京时间 <a href=https://wallstreetcn.com/articles/3760296><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在去世前几天，芒格请家人离开医院的房间，以便自己最后一次致电巴菲特，两位传奇搭档就此作了最后的告别。查理·芒格生命的最后篇章，并非退隐海滨的平静晚年，而是一段充满活力、逆向投资和新挑战的时光。这位投资巨擘直至生命终点，仍在积极地进行投资决策、建立新的友谊，并从容应对健康挑战。据《华尔街日报》近日发布的一篇特写报道，在芒格晚年，他摒弃了美国加州蒙特西托的海景豪宅，选择留在他那栋甚至没有空调的洛杉矶...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3760296\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d30d3e4a8c584dc0c7143999338c880","relate_stocks":{"BRK.B":"伯克希尔B"},"source_url":"https://wallstreetcn.com/articles/3760296","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586276246","content_text":"在去世前几天，芒格请家人离开医院的房间，以便自己最后一次致电巴菲特，两位传奇搭档就此作了最后的告别。查理·芒格生命的最后篇章，并非退隐海滨的平静晚年，而是一段充满活力、逆向投资和新挑战的时光。这位投资巨擘直至生命终点，仍在积极地进行投资决策、建立新的友谊，并从容应对健康挑战。据《华尔街日报》近日发布的一篇特写报道，在芒格晚年，他摒弃了美国加州蒙特西托的海景豪宅，选择留在他那栋甚至没有空调的洛杉矶旧居，只因那里更靠近他欣赏的人和让他感到兴奋的项目。在他生命的最后一年，芒格逆势对一个被他回避了60年的行业——煤炭业——进行了大举押注，并获得了超过5000万美元的账面收益。他还与一位年轻的邻居合作，深度参与房地产投资，建立起一个价值约30亿美元的公寓帝国。与此同时，这位伯克希尔·哈撒韦公司的传奇副主席也面临着视力衰退等健康问题，但他以冷静和幽默的态度应对，通过固定的早餐会和朋友聚餐来对抗衰老带来的孤独感。报道通过其家人和朋友的追忆，拼凑出了一个鲜为人知的芒格，他在生命最后时刻依然思维高速运转，保持着敏锐的商业嗅觉和学习热忱。逆势押注煤炭股获丰厚回报对于一个长达60年都对煤炭行业避而远之的投资者而言，芒格在2023年的举动令市场颇感意外。据《华尔街日报》报道，当时许多投资者因煤炭使用量长期下降而看空该行业，但芒格却看到了不同的逻辑。他认为，随着全球能源需求的增长，煤炭仍将是必要的，且许多生产商依然盈利，股价却相当便宜。“他读到一篇说煤炭行业完蛋了的文章，”其继子Hal Borthwick回忆道，“他说，‘胡说八道’。”于是，在2023年5月，芒格买入了煤炭生产商Consol Energy的股票，并在同年晚些时候购入了冶金煤生产商Alpha Metallurgical Resources的股份。到他去世时，Consol的股价已翻倍，Alpha的股价也大幅上涨，这两笔投资合计为他带来了超过5000万美元的账面收益。忘年之交与地产帝国芒格晚年的另一项非凡投资，始于一段忘年之交。2005年，年仅17岁的邻居Avi Mayer敲开了芒格的门。当时的Mayer在学业上遇到困难，对未来感到迷茫。芒格成为了他的倾听者和导师，并支持他放弃上大学，进入“芒格大学”——通过观察和实践来学习。几年后，当Mayer与童年好友Reuven Gradon合作投身房地产时，芒格在观察了他们初期的运作后，决定为他们的公司Afton Properties提供支持。从2017年左右开始，三人合作在南加州收购了近10000套低层公寓。芒格深度参与了业务的方方面面，从地段选择、建筑评估到粉刷颜色，甚至亲自决定花费数十万美元种植新树木以改善景观。在芒格的建议下，该公司选择了长期贷款，以锁定有利的利率并长期持有资产。这一策略收效显著，《华尔街日报》援引知情人士称，Afton Properties目前持有的资产价值约30亿美元。直至生命的最后时刻，芒格依然在参与决策，在他去世几天后，一笔位于Costco超市对面的楼产收购交易才最终完成。以从容与幽默直面衰老在生命的最后十年，芒格开始面临健康挑战。《华尔街日报》文章写道，1978年的一次白内障手术失误导致他左眼失明，而2014年左右，他的右眼视神经也出现问题，一度面临完全失明的可能。据他的朋友Li Lu回忆，芒格对此处之泰然，甚至准备好了学习盲文。幸运的是，他的右眼视力后来缓慢改善。随着行动日益受限，他放弃了高尔夫等爱好，并需要依赖手杖行走。但他始终以幽默对抗衰老带来的困扰。他会开玩笑说自己长寿的秘诀是健怡可乐，并曾对一位访客感叹：“噢，要是能再回到86岁就好了。”在饮食上，家人最终放弃了让他保持健康饮食的努力，他享受着Costco热狗、In-N-Out汉堡和韩式炸鸡等外卖食品。芒格担忧孤独和变得无足轻重，他选择用更紧密的社交来充实生活。他每周二在洛杉矶乡村俱乐部与一群商界人士共进早餐，分享投资智慧和人生哲学。他曾对朋友们说：“在我这个年纪，你要么结交新朋友，要么就一个朋友都没有。”与巴菲特的最后告别尽管芒格在生命的最后十年里，对伯克希尔哈撒韦的日常参与度有所降低，但他与巴菲特的友谊与合作关系贯穿始终。两人每周或每两周通话一次，由于芒格住在洛杉矶，巴菲特在奥马哈，且两人都有听力问题，沟通变得更具挑战性。据芒格孙媳Whitney 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