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巴菲特迄今最成功的六笔投资

巴菲特迄今最成功的六笔投资

Stephen Gandel 2014-11-06
回顾“股神”巴菲特的整个职业生涯,《财富》发现,他最成功的几笔投资都发生在过去几年,而且前两笔都和中国有关。

 

    2. 比亚迪(BYD)

    年平均复合回报率:41%

    总回报率:671%

    持有期:6年

    巴菲特近几年最成功的一笔投资是长期追随他的副手查理•芒格提议的。2008年,芒格向巴菲特推荐了中国汽车动力电池制造商比亚迪。他说,比亚迪的CEO王传福是托马斯•爱迪生和杰克•韦尔奇(译注:前通用电气公司CEO)的化身,解决技术问题时像爱迪生,行事风格则像韦尔奇。芒格说:“我以前从未见到过这样的人才。”

    2008年末,伯克希尔哈撒韦公司以2.3亿美元收购了比亚迪10%的股权。芒格后来说,他认为电动汽车的普及所需要的时间比许多人认为得要长,但他表示对王传福有充分的信心。而他和巴菲特的这份信任也获得了回报。六年后,伯克希尔哈撒韦公司至今仍持有比亚迪10%的股份,现在价值近18亿美元。

    2. BYD

    Annual average compounded return: 41%

    Total Return: 671%

    Years held: 6

    One of Buffett's best recent investments came as a suggestion from his long-time lieutenant Charlie Munger. In 2008, Munger sold Buffett on Chinese car battery company BYD by saying that its CEO, Wang Chuan-Fu, was quite obviously a descendant of both Thomas Edison and Jack Welch. He solves problems like Edison and gets things done like Welch, Munger said. "I've never seen anything like it in my life."

    In late 2008, Berkshire bought 10% of BYD for $230 million. Munger has since said that he thinks the adoption of electric cars will take longer than many think, but he said he has plenty of faith in Chuan-Fu, and he and Buffett have been rewarded for that. Six years later, that 10% stake in BYD, which Berkshire still holds, is now worth nearly $1.8 billion.

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