Liberty SiriusXM Series C股票討論區

$Liberty SiriusXM Series C(LSXMK.US)$ why warren buffet buy this bullshit ?

Can't Stop, Won't Stop: Berkshire Hathaway bought more Liberty Media Sirius XM tracking stock over the past three business days.
• 3.7 million shares of $Liberty SiriusXM Series A(LSXMA.US)$
• 5.9 million shares of $Liberty SiriusXM Series C(LSXMK.US)$
Total price tag of $288 million. $伯克希爾-A(BRK.A.US)$ $伯克希爾-B(BRK.B.US)$

Seth Klarman’s 13F portfolio value decreased from $6.13B to $5.85B this quarter.
Baupost Group increased Alphabet and Fidelity National Information Services while dropping Meta Platforms, Micron Technology, and Amazon.com.
The portfolio continues to be heavily concentrated with the top three positions accounting for ~40% of the 13F portfolio.
New Stakes:
$思佳訊(SWKS.US)$ and $爵士製藥(JAZZ.US)$
Stake Disposals:
$Meta Platforms(META.US)$
...

Upgrades
• $德希尼布FMC(FTI.US)$ : Societe Generale Upgrades to uy from Hold - PT $10
• $Lululemon Athletica(LULU.US)$ : Truist Securities Upgrades to Buy from Hold - PT $495 (from $390)
• $NorthWestern(NWE.US)$ : Barclays Upgrades to Equal Weight From Underweight - PT $62 (from $57)
• $波特蘭通用電氣(POR.US)$ : Barclays Upgrades to EqualWeight From Underweight - PT $57 (from $53)
• $普爾斯瑪特(PSMT.US)$ : Scotiabank Upgrades to Sector Outperform Fro...