巴菲特芒格启示录
涉外田律师一起探寻巴菲特和芒格的投资智慧
| Publishes | Daily | Episodes | 4 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Category | Society & Culture | ||
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巴菲特：50倍市盈率的可乐是一个愚蠢的价格
股东问：你已经有一段时间没有对可口可乐发表评论了，现在你离开了董事会，我想知道你是否愿意对此发表评论？
巴菲特：我不会做出与我在董事会时特别不同的评论，可口可乐是一家出色的公司。今年，可口可乐将在全球销售超过210亿箱各种产品，比其他任何产品都多，而且每年都在增长。
不管是1997还是1998年，当时股票都卖到了每股80美元以上，当时收益并不像现在的收益质量那么好，那时的收益是2.17美元，或者差不多的数字。
每年它们占世界上人们所消费的液体的... more
芒格：当年，在我听说菲利普·费雪之前，我已经在按他说的方法做投资了。看过费雪的阐述，我对自己的投资方法有了更坚定的信心。我还是非常感谢费雪。他提出应该只投资几家公司，把这少数几家公司研究透。我的投资方法与他的主张不谋而合，这对我是很大的鼓舞。
我很不理解，为什么学费雪的人不多。我估计在座的大多数人应该都是学费雪的。咱们统计一下。你们有多少人持有的股票数量低于12只？你们有多少人持有的股票数量高于12只？大概九成的人持有不到12只股票。在我们的会场里，费雪的信徒占大多数。但是，在整个投资群体中，... more
巴菲特：灰姑娘跳舞的问题在于墙上没有挂钟
巴菲特：对于任何资产类别来说，如果有大的波动，这种波动最初是基于基本面的，然后在某些时候会吸引投机性的参与，随着时间的推移，投机性的参与可能会成为主导，著名的案例就是郁金香泡沫，郁金香可能比蒲公英什么的更吸引人，所以人们多花了点钱。
一旦价格不断地上涨，导致人们开始关注他们以前从未关注过的资产，并羡慕他们的邻居在没有任何努力的情况下赚了很多钱，仅仅因为他很早就看到了这一点，等等，这就麻烦了。
我们在大宗商品领域看到了一些，我们在住房领域也看到了一些... more
巴菲特：所谓＂常识＂，是平常人没有的常识
巴菲特：我想说，投资中的品性仍然是最重要的。
芒格：但光靠品性是不行的。你必须有这种品性，以及正确的基本理念，然后你必须带着极大的好奇心坚持很长一段时间。
巴菲特：但你不一定要睿智，也不一定要有敏锐的洞察力，或者有很高的智商来看中石油。当你看到一家公司每天生产2.5百万桶石油，这是世界石油产量的3.5%或3%，他们根据美国的价格出售，使用WTI作为基准价格，他们在一个国家有众多的销售网络和精炼工厂，而税率为30%。然后他们说他们会给你45%的盈利分... more
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