smt 晨星最佳的英国上市交易投资信托,官网https://www.bailliegifford.com/,历史100多年。

今年在看它的历史年报,因为知道amazon是它第一大持股,想看看什么时候买的amazon,什么理由。

查下来2006年买的,买了1%的仓位,理由是:

We are particularly attracted by the outstanding network driven competitive advantages。

之后应该是一致在增持。现在是第一大持仓占比10%左右。查了下2006年的amazon股价…

在看历年年报持仓的时候看到了nokia,想看看什么时候买,什么时候卖的,又是为什么?

查下来2003年报买,2004年报就卖了。

买了1%,买的时候理由是:

Whilst equipment demand remains subdued Nokia’s dominance of the global handset market continues to grow and profitability has remained strikingly high despite the difficult environment. We have added to our holding in the course of the year.

卖的时候理由是:

the faltering efforts of Nokia have disappointed us

Nokia当时的股价:

08年买了苹果,0.5%仓位,这么说的:

Indeed from Amazon to Google to Apple there are clear indications that both innovation and structural changes tend to be magnifi ed in tough times and that these companies are actually thriving rather than merely surviving.

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