今年伯克希尔的年会比起往年来也没什么热度了。一来芒格先逝仙逝,二来老巴去年底也把CEO给卸了,接班人阿贝尔戏份多了点,三来,半导体超级繁荣周期的超级牛市,跟老巴的持仓关系也不大。伯克希尔大幅跑输气势如虹的纳斯达克,甚至也跑不赢标普500。
比较出圈的可能就是这几句话:
1. “市场总是让人感觉像是一座附带着赌场的教堂。人们可以在教堂与赌场之间来回穿梭……而赌场对人们来说已经变得极具吸引力。”
( "The market always feels like a church with a casino attached. People can move between the church and the casino... the casino has gotten very attractive to people.")
2. “如果你买卖末日期权,那根本不叫投机,那就是赌博。彻头彻尾的赌博。”
("If you're buying one-day options or selling them, that is not speculating. That is gambling. Totally.")
3. “人们的赌博情绪从未像现在这般高涨。”
("We've never had people in a more gambling mood than now." )
发布于 上海
