第一次少了芒格的股东大会 巴菲特都说了啥

巴菲特：投资派拉蒙环球亏钱的责任全在我

巴菲特在回答有关伯克希尔清仓派拉蒙环球（PARA）的问题时，表现出了非常坦率的态度。

他表示：“投资派拉蒙环球完全是我的个人决定。我们已经出售了该公司的全部股票，损失了相当一笔钱。请注意，这完全是我的责任。”

截至2023年底，伯克希尔是派拉蒙环球的最大股东之一，持有该公司6300万股股票，持股比例接近10%。此前有猜测认为，入股派拉蒙环球是管理伯克希尔股票投资组合的泰德·韦施勒（Ted Weschler）或托德·库姆斯（Todd Combs）的决定，《巴伦周刊》估计，伯克希尔以每股超过30美元的价格购入了派拉蒙环球的股票。伯克希尔持有的这部分股份没有投票权。

派拉蒙环球拒绝了《巴伦周刊》提出的评论请求。

缅怀芒格

在这次大会上，巴菲特的声音听起来比以往更加沙哑和虚弱，他的脸也显得更加瘦削。当巴菲特谈及能源时，一个令人心痛的时刻出现了，他让负责伯克希尔非保险业务的格雷格·阿贝尔（Greg Abel）回答这个问题，但他说的不是“格雷格”，而是“查理”——这是他几十年来的本能反应，他很快就承认了这一点，现场的人一起叹了口气，然后鼓起掌来。

当天早些时候，在巴菲特回答提问之前，大会以一部讲述芒格伟大成就的影片开始，巴菲特再次称他为“伯克希尔的建筑师”，所有人都沉浸其中。

影片以巴菲特录制的一段致辞结束，股东们起立为芒格鼓掌。

影片结束后，关于芒格的话题仍在不断被提起，一个小男孩拿起麦克风问巴菲特：“如果有机会和查理再次共度一天，你会和他做些什么？”现场响起一片感叹声。

巴菲特回答说：“如果有机会和他再次共度一天，我们可能会做和以前一样的事情，我们不会愿意去想只能共度一天。一个人不知道自己哪一天会离世是一个很大的优势。”

巴菲特说：“我从来没有见过任何一个在99岁还处于巅峰状态、全世界的人都希望见到他的人，他们都想见查理，查理也很乐意和他们交谈，他以自己的方式度过了一生。”

巴菲特谈接班人

众所周知，现年61岁的阿贝尔很可能成为巴菲特的接班人。在今年的股东大会上，负责伯克希尔保险业务的72岁的阿吉特·贾恩（Ajit Jain）与巴菲特一起登台回答股东提问。

在芒格去世后，接班人问题成为今年大会的一个焦点。巴菲特已经93岁了，未来几年内他可能会不再担任伯克希尔CEO，这将给阿贝尔和贾恩带来压力，他们必须让人们看到，即使在巴菲特卸任后，伯克希尔的后备人员也足够强大，值得投资者的信任。

贾恩在谈到这个话题时说：“没有人是不可替代的，蒂姆·库克在现场吧？他已经证明了这一点。”贾恩向库克致敬的举动引起了现场一片掌声。

巴菲特很坦率地谈到了接班人的问题，他指出，阿贝尔和贾恩至少已

Berkshire Hathaway Annual Shareholders' Meeting Buffett said that he sold some Apple shares. According to the local time, the annual shareholders' meeting of Berkshire Hathaway was held in Omaha. This was the first time that Warren Buffett, CEO of Berkshire, attended Munger's meeting without his long-term partner Charlie Munger. He died before his centenary birthday last month. According to the financial report released by Berkshire on the same day, the after-tax operating profit in the first quarter increased to a record $ billion. At the same time, Berkshire. By the end of the year, Berkshire held about 100 million shares of Apple stock. Buffett said that although we have sold some shares, Apple may still be the largest heavyweight stock in Berkshire by the end of this year. He added that American Express and Coca Cola are very good companies, and Apple is better. We will continue to hold Apple stock, unless something dramatic happens, Apple will continue to be our biggest investment target. Buffett pointed out that considering the current market situation. He has no objection to Berkshire's accumulation of cash reserves. He said that when I look at other options in the stock market and what is happening in the world, we think that cash is quite attractive. I don't mind increasing the cash position at all. By the end of the first quarter, Berkshire held $ billion in cash and short-term US Treasury bonds. Buffett said in the opening speech of the conference that by the end of the second quarter, this figure may reach $ billion. In the first quarter, Berkshire repurchased $ billion in stock, which was larger than that in the fourth quarter of last year. Mcraesykes, the portfolio manager of $100 million, told Barron's Weekly that Berkshire's profits looked quite good, and it was not surprising to sell some of Apple's shares. Buffett's responsibility for losing money in investing in Paramount Universal was entirely mine, and Buffett showed a very frank attitude when answering questions about Berkshire's clearance of Paramount Universal. He said that investing in Paramount Universal was entirely my personal decision, and we had sold the company. All the shares lost a considerable amount of money. Please note that this is entirely my responsibility. By the end of the year, Berkshire was one of the largest shareholders of Paramount Universal, holding 10,000 shares of the company, which was close to the previous speculation that the investment in Paramount Universal was the decision of Ted Weschler or Todd Combs, who managed Berkshire's stock portfolio. Barron's Weekly estimated that Berkshire bought Paramount Universal shares at a price of more than US dollars per share. This part of the shares held by Berkshire did not have the right to vote. Meng Universal rejected Barron's request for comments to remember Munger. At this conference, Buffett's voice sounded hoarse and weak than before, and his face looked thinner. When Buffett talked about energy, a heartbreaking moment appeared. He asked Greg Abel, who was in charge of Berkshire's non-insurance business, to answer this question, but he didn't say Greg, but Charlie. This was his instinctive reaction for decades. He quickly admitted this. People at the scene sighed together and drummed. Earlier in the day, before Buffett answered questions, the conference began with a film about Munger's great achievements. Buffett once again called him the architect of Berkshire, and everyone was immersed in it. The film ended with a speech recorded by Buffett, and shareholders stood up and applauded Munger. After the film ended, the topic of Munger was still being raised. A little boy picked up the microphone and asked Buffett what you would do with him if he had the opportunity to spend another day with Charlie. Fett replied that if we have the chance to spend another day with him, we may do the same things as before. We don't want to think that it is a great advantage to spend only one day alone. Buffett said, I have never seen anyone who is still at the peak of his life. They all want to meet him. Charlie is also happy to talk to them. He has spent his life in his own way. Buffett talks about successors. It is well known that he is now. Bell is likely to be Buffett's successor. At this year's shareholders' meeting, Ajit Jain, who is in charge of Berkshire's insurance business, took the stage with Buffett to answer shareholders' questions. After Munger's death, the issue of successor became a focus of this year's meeting. Buffett is already years old, and he may no longer serve as Berkshire in the next few years, which will put pressure on Abel and Jain. They must let people see that even after Buffett leaves office, Berkshire's reserve staff is strong enough to be worthy of investors. When talking about this topic, Jain said that no one is irreplaceable. Tim Cook is on the scene, right? He has proved this point. Jain's tribute to Cook caused applause at the scene. Buffett talked frankly about the successor. He pointed out that Abel and Jain had at least 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

巴菲特间接透露，坐在这张桌子边上的所有人都不知道如何有效地用它，所以他们不用它。他认为伯克希尔能够从短期美国国债获得高回报，即使利率只是回报的一小部分因素，也不会改变他们投资短期美债的核心理念。

巴菲特解释说，并非因为“绝食抗议”等事情，而是因为目前没有很有吸引力的投资标的，所以他们不动用现金储备。

此外，巴菲特透露伯克希尔正在考虑投资一家加拿大公司，但没有详细说明是哪一家，也没有透露投资的可能性有多大。投资者一直在等待伯克希尔逐渐增持的一只神秘股票，该股票将在2023年下半年加仓。美国证券交易委员会(SEC)已经要求保密去年第三季度和第四季度买入的一只或多只股票。

巴菲特曾在年度股东大会上公布过投资决策。2022年，他透露伯克希尔增持了动视暴雪的股票。去年，他宣布伯克希尔持有西方石油(OXY)的比例达到了25%，但不会收购该公司的全部股份。

在探讨人工智能潜力时，巴菲特表示，尽管对这项新技术了解有限，但他认为有一天我们可能会后悔“把精灵从瓶子里放出来”，就像后悔制造核武器一样。他还提到人工智能可能会导致对诈骗感兴趣的人投资于这一领域，使之成为历史上增长最快的行业。

当有人问及对香港和中国内地投资的计划时，巴菲特表示，他们大部分投资仍将集中在美国。但他提到，查理曾坚持要投资比亚迪和开市客，对这两家公司持有很高的评价。

另外，巴菲特还透露，伯克希尔回购了前董事大卫·戈特斯曼的遗孀捐赠的10亿美元伯克希尔股票，以及从另一位股东那里回购了5亿美元的股票，这些股票之前曾捐赠给慈善机构。

最后，巴菲特表达了对股东身份的好奇，希望能了解所有持有伯克希尔股票的人员。他承认很难追踪所有股东，但他确实希望能够做到这一点。出席大会的人数并没有因为转播而减少，而他则希望能够获得更多关于股东身份的信息。

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