巴菲特2012年新年盯上谷歌
????沃倫?巴菲特圣誕節期間列出的愿望清單里有哪些公司上榜? ????這個秘密已經泄露。 ????這位伯克希爾哈撒韋公司(Berkshire Hathaway)的董事長發布了一張自己的照片。他坐在圣誕老人的膝蓋上,欽點了幾家公司的名字。顯然,他相信這些公司將成為2012年值得持有的優質股票。 ????巴菲特在 “圣誕2011”這個標題下列出了埃克森美孚(Exxon Mobil)和富國銀行(Wells Fargo)——他已經持有了這兩家公司的股份——以及谷歌(Google)的名字。沒有公開記錄顯示巴菲特曾經持有谷歌的股票。 ????這是否意味著,巴菲特這位一向都不愿投資硅谷公司的奧馬哈先知(Oracle of Omaha)現在已經將目光瞄準了谷歌? ????巴菲特在郵件中回答說:“我再給出清淡的時候并沒有仔細考慮,只是選擇了我們已經‘完全’持有的公司,然后再天馬行空地想出其他公司的名字添加進去,其中帶著點荒唐。我希望這份名單傳達出這樣一個信息:名單上的這些公司我希望能完全持有,而不只是持有部分股份。” ????完全持有??松梨诤凸雀??聽起來確實有點荒謬,但我們不能指責這位將伯克希爾哈撒韋公司打造成美國第七大公司的人癡心妄想。 ????巴菲特所說的伯克希爾哈撒韋公司“完全持有”的公司是指政府員工保險公司(GEICO)、BNSF鐵路公司(BNSF Railway)和2003年巴菲特從沃爾瑪(Wal-Mart)手中購得的配送巨頭麥克萊恩公司(McLane)。 ????至于圣誕名單上的最后一個名字“Youth Pills(致查理)”,這里巴菲特指的是查理?芒格。他是巴菲特的長期商業伙伴,在新年那天年滿88歲。巴菲特相對年輕,年齡為81歲。 ????至于讓巴菲特坐在大腿上的那個圣誕老人是誰?他名叫邁克爾?威廉,是沃倫?巴菲特之女蘇西?巴菲特一個好朋友的兄弟。每年圣誕節的時候,威廉都會把自己的胡子染色扮成圣誕老人,給巴菲特一家的年輕人帶去歡樂——我們猜其中也包括了沃倫?巴菲特。 ????譯者:千牛絮 |
????What companies did Warren Buffett put on his wish list for Santa Claus? ????The secret is out. ????The Berkshire Hathaway (BRKA) chief sent a photo of himself, perched on Santa's lap, and named several companies that he apparently believes will be great stocks to own in 2012. ????Under the header, "Santa - 2011," Buffett listed Exxon Mobil (XOM), Wells Fargo (WF)--both companies in which he already owns shares--and Google (GOOG). No public records indicate that Buffett has ever owned Google stock. ????Does this mean that the Oracle of Omaha, who has mostly shunned investments in Silicon Valley, now has his sights set on Google? ????Buffett answered in an email: "I just wrote out the list without much thought except to pick companies that we already owned as 'completed' and then just pulled the other names out of a hat--with an eye toward ridiculousness. The implication I hoped was that they were on a list designating those I hoped to own in their entirety, not just shares." ????Hmm, owning Exxon Mobil and Google in their entirety does sound a bit ridiculous. But you can't accuse the man who built Berkshire Hathaway into America's seventh-largest company of thinking small. ????Those "completed" companies that Buffett says Berkshire already owns in their entirety are GEICO, BNSF Railway, and McLane, a distribution giant that he bought from Wal-Mart (WMT) in 2003. ????As for the last item on his Christmas list, "Youth Pills (for Charlie)," here Buffett is referring to Charlie Munger, his longtime business partner who turned 88 on New Years Day. Buffett is a relatively youthful 81. ????And who is this Santa, upon whose lap Buffett sits? That is Michael Wilhelm, the brother of a good friend of Susie Buffett, Warren's daughter. Every Christmas, Wilhelm dyes his beard to play Santa and entertain the young 'uns in the Buffett crew--including Warren, we guess. |