最后一代股神

Core Insights - The article discusses the interactions between Warren Buffett and Dong Yongping, highlighting their mutual respect and influence on each other's investment philosophies [1][3][5]. Group 1: Key Meetings - Buffett and Dong have met three times, with the first meeting in 2006 when Dong paid $620,000 for a lunch with Buffett, expressing gratitude for his investment insights [3][5]. - Their second meeting occurred in 2018, where Dong discussed Apple's business model, which Buffett later credited for his significant investment in Apple [5][6]. - The last face-to-face meeting was during the 2022 Berkshire Hathaway annual meeting, where Buffett acknowledged Dong's influence on his investment decisions regarding Apple [6][8]. Group 2: Investment Philosophy - Dong emphasizes that investing is about understanding business models, a principle he learned from Buffett, which shaped his investment approach of "buying companies, not just stocks" [5][9]. - Dong's successful investments include significant stakes in companies like NetEase, Yahoo, and Apple, with Apple being a major contributor to Buffett's investment success [8][15]. - Dong's investment strategy is rooted in his entrepreneurial background, having founded successful companies like Bubugao, which later evolved into OPPO and Vivo [11][12]. Group 3: Current Market Dynamics - The article notes the challenges both Buffett and Dong face in the current AI-driven market, with Dong acknowledging the difficulty of understanding new technologies like AI and its impact on traditional investment strategies [16][20]. - Dong's recent investments in companies like NVIDIA reflect a cautious approach to not miss out on potential opportunities in the AI sector, despite his reservations about the technology [20].