由股神巴菲特(Warren Buffett)担任总裁的控股公司伯克希尔·哈撒韦(Berkshire Hathaway)在5月初奥马哈举行的年度会议上针对股东的提问,提出真知灼见。86岁的巴菲特这次任性地分享了个人饮食的一个心得:一天灌5罐可乐。当然,当你得知他的控股公司是可乐的大股东,你就明白股神必须力挺这家饮料公司。
可口可乐VS节食减肥
"I would say I've been eating things I like to eat all my life. And Coca-Cola, this Coca-Cola 12 ounces, I drink about five a day. It has about 1.2 ounces of sugar in it...... If you told me that I would live one year longer-and I don't think I would-if I'd live one year longer if I ate only broccoli or asparagus or whatever, or if I eat what I like including Coca-Colas and steak and hash bns, I'd rather eat what I like and enjoy eating what I like than eat something I don't and live another year.
“我这一生都在吃自己喜欢的东西。好比可口可乐。这12盎司装的可口可乐,我一天要喝上五罐。加起来大概就有1.2盎司的糖……如果你告诉我,只吃西蓝花或芦笋,还是其他什么东西,就能比照吃喝我喜欢的可口可乐、牛排、马铃薯煎饼等多活一年的话——而且我也不觉得这样就能延年益寿——那我宁愿选择吃我喜欢的,享受吃的过程,而不是逼自己吃不爱的东西来多活一年。”
对裁员的公司的看法
"We don't enjoy the process at all of getting more productive. Because it's unpleasant ... It's just not as much fun to be in a business that cuts job as one that adds jobs. So Charlie and I would avoid personally having Berkshire buy businesses where the main benefits are actually having fewer workers.
“我们一点都不享受提高生产力的过程。因为这过程的确让人很不愉快……参与一家裁员的公司,不如在一家扩聘的公司那么有趣。所以查理和我会避免让伯克希尔收购那些把主要盈利点建立在减少员工的公司。”
人工智能和自动驾驶汽车会殃及保险业?
"I would say that driverless trucks are a lot more of a threat than an opportunity to the Burlington Northern. And I would say that if driverless trucks became pervasive, it would only be because they are safer, and that would mean that the overall economic cost of auto-related losses had gone down, and that would drive down the premium income of Geico. So I would say both of those: Autonomous vehicles widespread would hurt us, if they spread to trucks, and they would hurt our auto insurance business."
“我认为无人驾驶卡车给北伯灵顿所带来的威胁要比机会更多。而且无人驾驶卡车之所以会普及开来,只可能是因为它们更加安全,也就是说汽车造成的相关损失给整体经济带来的代价会降低,这也会导致Geico的保险收入减少。所以总结起来就是:无人汽车的普及会伤害我们,如果这种普及蔓延到了卡车,那还会伤害我们的汽车保险业务。”

