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为何再也不会出现另一个沃伦·巴菲特
Sou Hu Cai Jing· 2025-12-05 10:45
我们重刊了罗伯特·伦兹纳这篇2012年的旧文,作者以长达半个世纪的近距离观察,记录下巴菲特与一 个普通孩子的温暖互动、他在危机时刻的担当,以及那些隐藏在致股东信与日常言行中的智慧。 这些故事跨越时间,依然鲜活——或许正因如此,我们才更感慨:世上很难再有下一个巴菲特,但他的 精神与方法,仍将长久照亮投资与为人之道。 以下是全文,敬请阅读。 我想分享一个关于沃伦·巴菲特(Warren Buffett)的故事。这个故事我一直铭记于心,相信读者也能从 我的讲述中,感受到他令人敬佩的品格。 1993年,为了撰写《福布斯》美国富豪榜特刊封面报道,我采访了这位当时的美国首富。在奥马哈小联 盟棒球场,有个界外球落在我们附近,巴菲特捡起球,在上面签了名,递给我儿子杰德。那时杰德还只 是个小不点,可从那以后,来自奥马哈的信件就不断寄来,问我什么时候带他去参加伯克希尔·哈撒韦 的年度股东大会。我一直纳闷,一位身家430亿美元的亿万富豪,怎么会记得一个孩子的名字?然而正 是这样的言行举动,让他如此与众不同。自1993年那次封面报道以来,这位来自中西部的81岁长者的财 富已增长五倍有余。 杰德13岁那年,我给巴菲特发了条消息,说六个小 ...
【笔记20250515— 成功、失败、印度式;赚钱、亏损、放AC】
债券笔记· 2025-05-15 15:15
Group 1 - The article discusses the costs associated with doing business and investing, emphasizing that every transaction has an acceptable maximum loss rather than just the principal investment [1] - The central bank conducted a 645 billion yuan reverse repurchase operation, with a total net withdrawal of 2,191 billion yuan due to maturing reverse repos and MLF [1][2] - The interbank funding rates remained stable, with DR001 around 1.41% and DR007 around 1.52% throughout the day [1] Group 2 - The overnight risk assets saw a slight increase, while the bond market remained stable with the 10-year government bond yield hovering around 1.67% [3] - The central bank has been net withdrawing funds for three consecutive days, and the recent reserve requirement ratio cut has led to a weak performance in the stock market [3] - The article notes that the recent performance of the 2-year treasury futures has been weak, attributed to market uncertainty regarding the sustainability of monetary easing [4]