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A Canadian Billionaire Investor Sold Micron Stock and Bought This TSX Company Instead

A Canadian Billionaire Investor Sold Micron Stock and Bought This TSX Company Instead

一位加拿大億萬富翁投資者出售了美光股票,轉而購買了這家tsx公司
The Motley Fool ·  10/12 14:05

Watching how billionaires invest can be a savvy strategy. These investors typically have access to extensive research, insider knowledge, and teams of experts analyzing the market. They often invest in companies or sectors that have strong long-term growth potential, and by following their lead, you might catch wind of profitable trends early on. Plus, there's a certain appeal in knowing you're aligning with the same strategies as the ultra-wealthy!

觀察億萬富翁的投資方式可以是一種精明策略。這些投資者通常可以獲取大量研究資料、內幕消息和由專家團隊分析市場。他們經常投資於具有強勁長期增長潛力的公司或板塊,通過跟隨他們的步伐,您可能會早早地掌握盈利的趨勢。另外,知道自己與超級富豪採取相同的策略也具有一定吸引力!

The 'Canadian Warren Buffett'

「加拿大禾倫·巴菲特」

Prem Watsa, often called the "Warren Buffett of Canada," is a highly respected investor and the founder of Fairfax Financial (TSX:FFH). Known for his long-term value investment approach, Watsa seeks out undervalued companies with strong fundamentals that the market may have overlooked. His strategy often focuses on buying businesses during tough times, when prices are low but the potential for a rebound is high. This contrarian style has helped him grow Fairfax into a multi-billion dollar company, all while staying cool-headed in the face of market turbulence.

普雷姆·瓦察,通常被稱爲「加拿大巴菲特」,是一位備受尊敬的投資者,也是Fairfax Financial(tsx:FFH)的創始人。瓦察以長期價值投資爲特色,尋找市場可能忽略的具有強大基本面的低估公司。他的策略通常側重於在困難時期購買企業,當時價格低而反彈潛力較高。這種逆向操作風格幫助他將Fairfax發展成爲一個市值數十億美元的公司,同時在市場動盪中保持冷靜頭腦。

One of Watsa's trademarks is his cautious optimism. He's willing to take risks, but he also hedges his bets. Take during the 2008 financial crisis, when he made profitable moves by betting against the market. Watsa looks beyond just numbers, though. He values businesses with strong leadership, solid reputations, and sustainable models. His thoughtful, patient approach has earned him a spot among the world's most admired investors. And his track record makes him a fascinating role model for those looking to win in the market with a calm, long-term mindset.

瓦察的標誌之一是他的謹慎樂觀主義。他願意冒險,但也對押注進行對沖。比如,在2008年的金融危機期間,他通過與市場對沖進行盈利操作。而瓦察並不只看重數字。他看重具有強大領導力、良好聲譽和可持續模式的企業。他深思熟慮、耐心的方法使他躋身於世界上最受欽佩的投資者之列。而他的投資業績讓他成爲對於那些希望在市場上獲得穩定、長期思維的人來說一位迷人的榜樣。

Watsa sells off Micron stock

沃爾薩拋售了美光科技的股票

Watsa recently decided to slash his stake in Micron Technology (NASDAQ:MU) by over 90%, likely because of his value-driven approach to investing. Micron's stock has returned 14% year to date, and he may have viewed the company's near-term prospects as shaky because of overvaluation or industry challenges. His investing style, often inspired by Warren Buffett, involves reallocating capital where he sees greater long-term potential. So this move could indicate that Watsa is shifting away from semiconductor exposure in favour of more stable or undervalued opportunities.

沃爾薩最近決定將其對美光科技(納斯達克:MU)的持股削減超過90%,可能是因爲他價值驅動的投資方式。 美光科技的股票今年迄今爲止回報了14%,他可能認爲該公司的短期前景不佳,原因可能是公司被高估或行業面臨挑戰。 他的投資風格常常受到禾倫•巴菲特的啓發,包括在他看到更大長期潛力的地方重新配置資本。 因此,這一舉動可能表明沃爾薩正在轉向更穩定或被低估的機會,而不是暴露於半導體行業。

As he exited much of his Micron stake, Watsa added positions in other companies. One of them was Orla Mining (TSX:OLA).

在減持大部分美光科技股份的同時,沃爾薩增加了其他公司的持倉,其中之一是orla mining(tsx:OLA)。

Watsa sees opportunity in Orla Mining stock

沃爾薩看好orla mining股票的機會

Orla Mining's focus is on gold and silver, which are typically seen as safe-haven assets during times of economic uncertainty. So Watsa likely views this as a strong bet for future gains, particularly with the mining sector's potential for long-term value.

orla mining的重點是黃金和白銀,通常被視爲在經濟不確定時期的安全投資。 安全避風港資產 因此,瓦薩可能認爲這是未來獲利的強大押注,特別是在挖掘板塊具有長期價值的潛力時。

Canadian investors should consider Orla Mining for similar reasons. The company has delivered robust revenue growth (43% year over year in the most recent quarter) and boasts a healthy balance sheet with cash reserves of $154 million. The company's operating margin of over 50% reflects strong operational efficiency.

加拿大投資者應考慮選擇orla mining出於類似原因。該公司已經實現了強勁的營業收入增長(最近一個季度同比增長43%),並且擁有健康的資產負債表,現金儲備爲15400萬美元。公司超過50%的營業利潤率反映出強大的運營效率。

Watsa's confidence in the company should signal to Canadian investors that Orla Mining could be a highly strategic addition to their portfolios, especially for those looking to diversify into precious metals.

瓦薩對該公司的信懇智能應該向加拿大投資者傳遞信號,orla mining可能是高度戰略性的投資組合補充,尤其是對那些希望將投資多樣化到貴金屬的投資者而言。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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