巴菲特迄今最成功的六筆投資
????2. 比亞迪(BYD) ????年平均復合回報率:41% ????總回報率:671% ????持有期:6年 ????巴菲特近幾年最成功的一筆投資是長期追隨他的副手查理?芒格提議的。2008年,芒格向巴菲特推薦了中國汽車動力電池制造商比亞迪。他說,比亞迪的CEO王傳福是托馬斯?愛迪生和杰克?韋爾奇(譯注:前通用電氣公司CEO)的化身,解決技術問題時像愛迪生,行事風格則像韋爾奇。芒格說:“我以前從未見到過這樣的人才。” ????2008年末,伯克希爾哈撒韋公司以2.3億美元收購了比亞迪10%的股權。芒格后來說,他認為電動汽車的普及所需要的時間比許多人認為得要長,但他表示對王傳福有充分的信心。而他和巴菲特的這份信任也獲得了回報。六年后,伯克希爾哈撒韋公司至今仍持有比亞迪10%的股份,現在價值近18億美元。 |
????2. BYD ????Annual average compounded return: 41% ????Total Return: 671% ????Years held: 6 ????One of Buffett's best recent investments came as a suggestion from his long-time lieutenant Charlie Munger. In 2008, Munger sold Buffett on Chinese car battery company BYD by saying that its CEO, Wang Chuan-Fu, was quite obviously a descendant of both Thomas Edison and Jack Welch. He solves problems like Edison and gets things done like Welch, Munger said. "I've never seen anything like it in my life." ????In late 2008, Berkshire bought 10% of BYD for $230 million. Munger has since said that he thinks the adoption of electric cars will take longer than many think, but he said he has plenty of faith in Chuan-Fu, and he and Buffett have been rewarded for that. Six years later, that 10% stake in BYD, which Berkshire still holds, is now worth nearly $1.8 billion. |