黑莓

$黑莓(BB)$
$苹果(AAPL)$
$寒武纪-U(SH688256)$
Prem Watsa：“我再也不做科技股投资了！”
同样是逆向投资，历史业绩优异的瓦特萨却在黑莓公司这笔投资上遭遇失败。这深刻地揭示了，即使遵循了所有正确的价值投资原则，比如低估、逆向、看重管理层、保持长期耐心等等，科技公...

$黑莓(BB)$ 有没有大公司把黑莓收购了呢

10.24 美股交易计划 (2)
市场环境：评级B，1）昨天没有进行交易，但市场表现比较积极，前天计划中讨论过的oil&gas refining整个行业都强势突破，software/cyber/storage/defense表现都不错；2）今天CPI数据不错，VIX下降到17左右，安全区域。如果从今天开始，市场真的复苏，关注重点是一些...

$黑莓(BB)$ 8-K Current report, items 2.02 and 9.01 Accession Number: 0001070235-25-000173  Act: 34  Size: 884 KB 网页链接

$黑莓(BB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002009144-25-000004  Size: 9 KB 网页链接

$黑莓(BB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001070235-25-000187  Size: 5 KB 网页链接

$黑莓(BB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001070235-25-000191  Size: 5 KB 网页链接

$黑莓(BB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001070235-25-000193  Size: 5 KB 网页链接

$黑莓(BB)$ 10-Q Quarterly report [Sections 13 or 15(d)] Accession Number: 0001070235-25-000176  Act: 34  Size: 10 MB 网页链接

$黑莓(BB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001234080-25-000004  Size: 8 KB 网页链接

$黑莓(BB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001860524-25-000003  Size: 9 KB 网页链接

$黑莓(BB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001070235-25-000188  Size: 5 KB 网页链接

瓦特萨评估黑莓公司被低估，然后不断投入，最后以失败告终。这个案例提醒我们，公司价值最终是未来现金流的折现，最重要的是未来会不会持续创造高自由现金流。目前评估公司低估了，如果它未来创造的现金价值越来越少，那就不值得投资。投资，难就难在真正看懂公司，能比较准确毛估估它未来的现金流...

$黑莓(BB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001939273-25-000007  Size: 9 KB 网页链接

$黑莓(BB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002031563-25-000004  Size: 9 KB 网页链接

$黑莓(BB)$ SCHEDULE 13D/A [Amend] General Statement of Acquisition of Beneficial Ownership Accession Number: 0000947871-25-000873  Act: 34  Size: 442 KB 网页链接

$黑莓(BB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001070235-25-000189  Size: 5 KB 网页链接

$黑莓(BB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001939273-25-000005  Size: 14 KB 网页链接

$黑莓(BB)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001070235-25-000192  Size: 5 KB 网页链接

$黑莓(BB)$ 8-K Current report, items 5.02 and 9.01 Accession Number: 0001070235-25-000178  Act: 34  Size: 197 KB 网页链接