所以,大资金虽占尽一切优势肯定赚,却也辛苦!比较而言,在有意识地利用主力做盘过程的规律和特点前提下,聪明的小资金有取得高ROI的机会和可能性,因而,可对大资金的占尽除船小好掉头之外的一切优势也大可心平气和(Martin S. Schwartz ROI非常高,成立Hedge Fund后,资金量相对于交易方法的市场容量显得过大而ROI严重减低,后来毅然退还部分客户资金,保持总资金量$80M时稳定地得心应手)。
主力资金或庄家,比如,Buffett, Soros, Rogers, Peter Lynch宣扬价值投资,宣扬市场整体是客观的、机械运行的、随机漫步的、混沌无序的、无生命的Entity,却从不揭示市场人与人之间博弈的本质,且博弈类型是:专业运动员兼裁判员 vs 业余儿童选手 之间的游戏!
Had a nice conversation with Tim Cook today. Discussed my opinion that a larger buyback should be done now. We plan to speak again shortly.
Carl Icahn on Twitter: "We currently have a large position in APPLE. We believe the company to be extremely undervalued. Spoke to Tim Cook today."
More from Icahn: "Discussed my opinion that a larger buyback should be done now. We plan to speak again shortly."
Apple (AAPL +4.1%) shares have jumped on the disclosure. The company added $50B to its buyback authorization in April.
Update: Statement from Apple: "We appreciate the interest and investment of all our shareholders. Tim [Cook] had a very positive conversation with Mr. Icahn today."
BREAKING- Carl Icahn Has Large Position In Apple (AAPL)
" I think it’s a well-managed company, and one of the great brands of the world, and there’s a lot of affection for Apple, but I think it’s hard to know [how to value the business]."
"Paulson & Co., the largest investor in the SPDR Gold Trust, the biggest exchange-traded product for the metal, pared its stake to 10.2 million shares in the three months ended June 30 from 21.8 million at the end of the first quarter, according to a government filing yesterday. The New York-based firm, which manages $18 billion, cut its ownership for the first time since 2011 “due to a reduced need for hedging."
If you owned Apple Inc. (NASDAQ:AAPL) stock , you saw a 5% jump in shares on August 13, when Carl Icahn tweeted that he held “a large” position in Apple.
Same with Netflix Inc. (NASDAQ:NFLX), when shares spiked as much as 14%, back on October 31, 2012, when Icahn’s regulatory findings revealed he held a tidy 10% stake in the company.
So, what’s the secret to pocketing these double-digit gains?
Both came about thanks to the moves of one legendary investor, one “self-made man” worth about $20 billion today…
The good news: He’s not done, and you have a chance to profit from him, as we’ll see.