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巴菲特:比特币不会有好下场

BLOOMBERG 2018年01月16日

沃伦·巴菲特接受CNBC接访,发表了一些重要观点。

2017年9月19日在纽约Pier 60举行的福布斯媒体百年庆典(Forbes Media Centennial Celebration)上,慈善家沃伦·巴非特与其他24位慈善家和商界显赫人士一同出席。他们都是福布斯百位最伟大商业思想家榜单上的人物。Daniel Zuchnik—WireImage/Getty Images

伯克希尔·哈撒韦公司(Berkshire Hathaway Inc.)的首席执行官巴菲特在上周三接受美国全国广播公司财经频道(CNBC)采访时表示:“那些拥有企业的人,如今在本土获得的收入增长了20%。”

巴菲特把这次变化称作“大事件”,他举了伯克希尔·哈撒韦旗下BNSF铁路公司(BNSF Railway)的例子。

巴菲特表示:“政府没有这家企业的资产。我们拥有BNSF全部的资产,但是拿不到全部的利润。我们从BNSF获得的利润比例从65%增加到了79%,这个涨幅超过了20%。”

尽管如此,当被问到他是否会敦促立法者赞成或反对这项法案时,他选择了另一个角度。

他表示:“我会提出一份不同的法案。而如果我是伯克希尔的股东代表,我肯定不得不支持。”

以下是他的其他一些评论:

关于比特币:

巴菲特表示,他不是加密货币的粉丝,而且很确信它们价值飞涨只是短暂现象。“总体来说,在加密货币方面,我几乎可以肯定,它们不会有好下场。至于它们什么时候崩盘,或者如何崩盘之类,我不知道。但我知道一点:如果有机会买每一种加密货币的五年看跌期权,我很乐意去做,但是我绝对不会在这类货币上投入一分钱。”

关于股市:

股市“相对于利率而言,估值不算太高” 。他表示:“我们一直都在买入。长期来看,我们基本上都是买家。有时我们会成为卖家。但是,由于我们在不断赚钱,所以我们基本上都在买进。”

关于IBM:

巴菲特被问到他是这支股票的买家还是卖家。截至去年9月底,巴菲特在IBM还持有3,700万股。他表示:“如果你之前在股票上出现了亏损,那是有利的,我们在IBM上就有这种情况。去年减持股票就比今年更加有利。我们高位买入的IBM股票去年已经卖出,而低位买入的股票仍在持有直至今年。所以我们既是买家也是卖家。”

伯克希尔的副主席查理·芒格也加入了采访,并谈到了企业继承人的问题。他表示,股东可能“还可以看到沃伦在这个位置上工作七年或更长” 。

至于芒格自己还有多少年,94岁的他表示:“不太多了。”(财富中文网)

译者:严匡正

“People who own the businesses, they now own 20 percent more of the domestic earnings,” Buffett, chief executive of Berkshire Hathaway Inc., said in an interview on CNBC Wednesday.

Describing the change as a “big deal,” he gave as an example Berkshire Hathaway’s BNSF Railway.

“The government doesn’t own the assets of the business,” Buffett said. “We own 100 percent of the assets of BNSF, but we don’t own 100 percent of the profits. And we went from 65 to 79 percent of the profits of BNSF and that is a more than 20 percent increase.”

Still, when asked about whether he would have pushed lawmakers to vote for or against the legislation, he chose another route.

“I would have had a different bill,” he said. “If I did it as a representative of Berkshire shareholders, I would have had to vote for it.”

Here are some of his other comments:

On bitcoin:

Buffett said he’s no fan of cryptocurrencies and is confident that the run up in their value is fleeting. “In terms of cryptocurrencies, generally, I can say almost with certainty that they will come to a bad ending. Now when it happens, or how or anything else, I don’t know. But I know this: If I could buy a five year put on every one of the cryptocurrencies, I’d be glad to do it but I would never short a dime’s worth.”

On the stock market:

Stocks “are not richly valued relative to interest rates.” “Net we’re buying,” he said. “We’re basically buyers over time. There could be conditions under which we’re sellers. For one thing, the money keeps coming so we basically keep buying.”

On IBM:

Buffett was asked whether he’s been a buyer or seller of the stock. Berkshire owned 37 million shares of the company as of the end of September. “It was advantageous if you had a loss in shares and we did in some of IBM, it was advantageous to sell last year rather than this year,” he said. “It would certainly mean that if we had a high cost of IBM that we were selling, we would have sold it last year, and if we had low cost, we would have waited until this year. And we had some of both.”

Berkshire Vice Chairman Charles Munger joined Buffett in the interview and also addressed succession at the conglomerate, saying shareholders probably have “seven or more good years coming out of Warren.”

Asked how many they had for him, Munger, 94, said: “Not very many.”

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