巴菲特股東大會見聞:投資者不看好Facebook
????羅素稱,盡管他看好這只股票,他仍希望巴菲特能更清晰地描繪該公司的未來發展藍圖。“將來由誰決定收購哪家公司?包括那些有伯克希爾旗下公司進行的小規模收購,”羅素稱,“我不認為該問題已有明確答案。” ????巴菲特極為公開地支持奧巴馬總統對美國最富裕階層增稅,對此蓋伯里也有些不滿,他認為這會對股價造成負面影響。“他是不是犯了太過政治化的錯誤?”蓋伯里說,“我覺得是。” ????不過,大多數人最熱衷于談論的股票似乎不受這些巴菲特擁躉的青睞。Facebook上周四宣布,本月稍晚些時候完成首次公開募股后,其市值將高達960億美元,可我采訪過的所有投資者都表示無意購買該股。蓋伯里是個Twitter用戶,他自稱根本就沒考慮過投資Facebook。格林沃德則說看好Facebook的說法純屬臆測,他認為Facebook不像谷歌等科技公司那樣已有明確商業模式,人們高估了該公司近10億用戶的價值。“空氣現在有70億用戶了,”格林沃德說,“可投資空氣仍是個壞主意。” ????譯者:小宇 |
????Russo said while he likes the stock he would like Buffett to lay out a better picture of what the company will look like in the future. "Who will be in charge of making the call on acquisitions, including the smaller ones done by the individual companies," says Russo. "I still don't think that is clear." ????Gabelli took issue with Buffett's very public backing of President Obama's push to raise taxes on the wealthiest Americans. He thought that was a negative for stock. "Did he make a mistake by getting too political," says Gabelli. "I think so." ????But the stock that most of America was buzzing about appeared not to be on the radar of the Buffett faithful. All of the people I asked about Facebook, which on Thursday indicated it could be worth as much as $96 billion after its initial public offering later this month, said they weren't interested in buying the stock. Gabelli, who uses Twitter, says he hasn't even thought about investing in Facebook. Greenwald said the idea that Facebook was a good investment was pure speculation. He said Facebook's business model was not as well established as say Google's, and said that people were overvaluing the fact that the company has nearly 1 billion users. "Air currently has over 7 billion users," says Greenwald. "And it's a lousy investment." |