苹果 伯克希尔
巴老说现在没有什么可以改变BRK的命运了,我看未必!苹果就足以改变BRK的命运.难道靠BNSF（目前市值700亿（老巴说的是资产价格))和BHE这种公用事业公司能获得高收益？正如他所说的这两块的定价权最终取决于总统和国会;石油当然是一种稀缺资源,但也就是一种资源和土地一样,不能也不应该有高收益；还有什么?保险，保险能有高收益吗?
我看BRK的四大块业务(苹果,保险,BNSF,BHE）只有苹果才有可能让它获得高收益,其他三块都不可能也不应该有高收益，如果靠那三块业务长期跑赢标普500,那可以说美国社会都已经不正常了!!因为只有苹果是靠人的创造力,人力资源推动的!
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