第一次少了芒格的股东大会 巴菲特都说了啥

Berkshire Hathaway held its annual shareholders' meeting on January, local time, and Warren Buffett attended it alone for the first time. Due to the death of long-term partner Charlie Munger, the financial report released by the company showed that the after-tax operating profit in the first quarter reached a record high of US$ 100 million. At the same time, Berkshire sold about apple shares and is still expected to hold the largest position in the company. Buffett said that although some shares were sold, his attitude towards holding shares in Apple has not changed, and he pointed out that Apple is an important investment of the company. Although Berkshire will continue to accumulate cash, it doesn't mind that cash is still attractive to the increase of cash position. By the end of the second quarter, it is estimated that cash reserves will reach billion dollars. In the first quarter, Berkshire repurchased billion dollars of stocks, which exceeded the billion dollars in the fourth quarter of last year. Portfolio manager McReskers pointed out that Berkshire's profit performance was good, and it was not surprising that some Apple stocks were sold. Buffett's responsibility for losing money by investing in Paramount Universal was entirely mine. When I was asked about Berkshire's clearance of Paramount Universal, Buffett's answer was very frank. He said that it was my personal decision to invest in Paramount Universal. We have sold all the shares of the company and lost a lot of money. Listen up, the responsibility lies entirely with me. 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 that of Ted Weiss, who managed Berkshire's stock portfolio. Le or Todd Combs' Decision Barron's Weekly estimated that Berkshire bought shares in Paramount Universal at a price higher than US$ per share. This part of shares held by Berkshire had no voting right. Paramount Universal rejected Barron's request for comment. When Munger answered questions at this conference, Buffett's voice sounded hoarse and weaker than before, and his face looked thinner. When Buffett talked about energy, a sad moment came when he put Berkshire in charge. Greg Abel of Delphi Insurance answered this question, but he didn't mean Greg, but Charlie, which was his instinctive reaction for decades. He quickly admitted this point, and everyone at the scene sighed and clapped their hands. Earlier in the day, before Buffett answered the question, 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 the shareholders stood up as Mans. After the film ended, the topic of Munger was still being brought up. A little boy picked up the microphone and asked Buffett what you would do with Charlie if he had the chance to spend another day with him. There was a sigh at the scene. Buffett replied that if he had the opportunity to spend another day with him, we might do the same things as before. We would not want to think that it is a great advantage to spend only one day alone and not know when he will die. Buffett said that I have never seen anyone. At the age of, people all over the world want to meet his people. They all want to see Charlie, and Charlie is happy to talk with them. He has spent his life in his own way. Buffett talks about successors. It is well known that Abel, now at the age of, is likely to be Buffett's successor. Ajit Jain, who is in charge of Berkshire insurance business at this year's shareholders' meeting, took the stage to answer questions from shareholders together with Buffett. After Munger's death, the issue of successors has become a focus of this year's meeting. Buffett is already years old. In the next few years, he may no longer serve as Berkshire, 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 trusted by 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's problem. Buffett insisted on short-term excellent US debt. In a recent speech, Buffett said that I don't think anyone sitting at this table knows how to use it effectively, so we don't use it. Buffett indirectly said that Berkshire can get high returns from short-term US Treasury bonds, but he said that even if the interest rate is only a small part of the return, it will not change Berkshire's core idea of investing in short-term US debt. Buffett said that not using cash reserves is not my hunger strike or anything. This kind of thing is just that there is no attractive investment target at present. Earlier in the day, Buffett hinted that Berkshire is currently considering investing in a Canadian company, but he did not specify which company and did not disclose how likely Berkshire is to promote investment. Investors have been waiting for Berkshire to disclose a mysterious stock that Berkshire has gradually increased since the second half of 2008. Berkshire asked the US Securities and Exchange Commission to buy one in the third and fourth quarters of last year. In the past, Buffett used the annual general meeting of shareholders to announce the investment decision-making year. He revealed that Berkshire increased its shareholding in Activision Blizzard. Last year, he also revealed that Berkshire's shareholding in Western Oil reached and would not buy all the shares of the company. Buffett talked about artificial intelligence, and we may regret letting the genie out of the bottle. Some investors asked Buffett about his views on the potential of generative artificial intelligence. After expressing his limited understanding of this new technology, Buffett said that one day we would. I may regret letting the genie out of the bottle, just as many people regret making nuclear weapons. Buffett shared his experience related to artificial intelligence, saying that I saw an image on the screen, which was my voice and the kind of clothes I was wearing. If my wife or daughter saw it, she would not notice any difference. The image was conveying a message that would never come from me. Buffett went on to say that fraud has always existed in the United States, but artificial intelligence will encourage people interested in fraud to invest in it. Fraud will become the fastest-growing industry in history. Munger insisted on investing in BYD and the market opener. An Asian investor asked whether Buffett would increase his investment in Hongkong and China. This question was applauded by investors in China present. Buffett replied that most of our investment would be in the United States. He also said that Charlie insisted on investing in the market opener and BYD. He said that he must buy them. In addition, Buffett said that he was very satisfied with our investment in Japan. We will continue to hold these investments for many years. Berkshire repurchased shares. 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

现场观看比赛的人会减少。

据称，年度股东大会对奥马哈的酒店、餐厅以及优步司机和其他商家来说都是一个重要的周末。当地主要报纸《奥马哈世界先驱报》称年度股东大会是“奥马哈不断收到的一份礼物”，该报引用当地一位商人的话将其称作“我们的圣诞节”。

伯克希尔董事会成员、投资人克里斯·戴维斯在一篇文章中写道，（年度股东大会）“是对某种价值体系和看待世界的某种方式的一个提醒，我们认为这已经深深地融入了参会者的文化中，而且大会非常有意思。”

正如戴维斯所说，每个参会者都度过了一个愉快的周末，怎么会不快乐呢？伯克希尔的股东是这个星球上最幸福的人。