Hais txog nyiaj txiag

Charlie Munger hais tias "Alibaba yog kuv qhov kev nqis peev uas phem tshaj plaws," 

02/17/2023
Cov Xov Xwm Bitcoin Ethereum
  • Cov Ntawv Xov Xwm Txhua Hnub ntawm Charlie Munger tuav cov koom nrog Bank of America thiab ntau lwm tus.  
  • Berkshire Hathaway tsim tau $ 250 nphom hauv cov nyiaj tau los.  

Charlie Munger, tus lwm thawj ntawm Berkshire Hathaway thiab tus phooj ywg ntawm Warren Buffett, yog ib tus neeg laus tshaj plaws hauv ntiaj teb. Munger tau hais tias nws tseem yog tus nyiam ntawm ntau lub tsev txhab nyiaj loj txawm tias nws lub tuam txhab tau nqis peev ntawm ntau lub tuam txhab nyiaj txiag saum toj kawg nkaus. 

Thaum lub rooj sib tham txhua xyoo ntawm Daily Journal, Munger tham txog cov txhab nyiaj hauv txhab nyiaj. Tab sis, nws tau hais tias, "Kuv yuav muaj lub tswv yim sib txawv dua li Buffett," Munger tau ua tus thawj coj ntawm Cov Ntawv Xov Xwm Txhua Hnub txog 2022 thiab tseem yog pawg thawj coj ntawm cov ntawv xov xwm Los Angeles. Lub rooj sib tham txhua xyoo tau tshaj tawm hauv CNBC. 

Phau ntawv xov xwm niaj hnub zoo ib yam li Berkshire Hathaway. Nws tuav cov khoom ntawm plaub lub tuam txhab nyiaj txiag loj thoob ntiaj teb: Bank of America (BAC), US Bancorp (USB), Wells Fargo (WFC), thiab Alibaba (BABA), Suav lag luam e-lag luam loj. 

Munger tau hais tias nws tsis xav muag Daily Journal tuav pov hwm vim tias cov xov xwm tshaj tawm tau yuav ntau cov khoom lag luam thaum xyoo 2008-2009 nyiaj txiag teeb meem. Thiab yog tias lub tuam txhab muag nws cov peev txheej, nws yuav ntsib cov se loj hauv California ntawm cov txiaj ntsig tau.  

duab

Nws hais ntxiv tias nws tsis phem rau peb. Peb tsis nyob hauv ib qho chaw. Berkshire Hathaway tuav 400,000,000 shares ntawm coca-cola, txhais tau tias nws muaj 9.25% ntawm tag nrho cov tuam txhab coca-cola shares.

Hauv kev ua thawj coj, Charlie Munger Berkshire Hathaway tau txais ntau dua 53 lub tuam txhab xws li Duracell, Van Tuyl Group, Oriental Trading Company, thiab ntau lwm tus. Qhov kev nrhiav tau tsis ntev los no ntawm Hathaway yog Alleghany corporation rau $ 11.6B.

Thaum lub rooj sib tham txhua xyoo, Munger raug nug txog ChatGPT thiab nws yuav cuam tshuam li cas rau kev lag luam ntawm Daily Journal. Raws li Munger, "Artificial Intelligence yog qhov tseem ceeb, tab sis muaj ntau qhov vwm hype ntawm qhov kev kawm. AI yuav tsis kho mob qog noj ntshav," nws hais ntxiv, "Muaj ntau qhov tsis tseem ceeb hauv nws thiab. Yog li kuv suav tias nws yog ib qho koob hmoov sib xyaw. " 

Thaum kev nqis peev hauv Alibaba tau coj tuaj; Hauv kev teb, Munger tau sau tseg tias kev nqis peev hauv Alibaba yog "ib qho yuam kev phem tshaj plaws uas kuv tau ua." Nws hais ntxiv, “Kuv yeej tsis tso tseg xav tias [Alibaba] tseem yog tus muag khoom. Nws yuav yog kev lag luam sib tw. "     

Ib lo lus nug tshwm sim hauv lub rooj sib tham txog vim li cas Munger thiab nws tus phooj ywg ua lag luam Warren Buffett muaj cov khoom lag luam ntawm BYD, Tuam Tshoj e-tsheb tuam txhab lag luam. Nws teb tias, "BYD ntau dhau ntawm Tesla hauv Suav teb nws yuav luag tsis zoo." Txawm hais tias tus nqi ib feem ntawm BYD yog siab dhau lawm, Berkshire Hathaway tseem tab tom sim txo nws cov tuav kom txog thaum tam sim no; nws tau muag $ 138.9 lab ntawm shares. 

Munger tau sau ib tsab xov xwm ntev rau The Wall Street Journal tsom rau "Vim li cas Asmeskas Yuav Tsum Txiav Txim Crypto, ”nyob rau hauv cov ntaub ntawv xov xwm no, nws tau hais txog txoj hauv kev txwv tsis pub crypto.     

Warren Buffett yog tus txiv neej nplua nuj thib tsib hauv ntiaj teb nrog $ 108.9B cov nyiaj tau los txhua xyoo, thiab nws lub npe hu ua Charles Munger yog nyob rau hauv 1347 txoj haujlwm thoob ntiaj teb nrog $ 2.3B cov nyiaj tau los txhua xyoo.        

Thaum Lub Ob Hlis 1, 2023, thaum tham nrog Wall Street Journal op-ed, Munger tau hais tias, "Ib qho cryptocurrency tsis yog txiaj, tsis yog khoom lag luam, thiab tsis muaj kev ruaj ntseg," nws hais ntxiv "Xwb, nws yog daim ntawv cog lus twv txiaj nrog ze li 100. %. 

Cov ntawv tshaj tawm tshiab los ntawm Andrew Smith (saib tag nrho cov)

Tau qhov twg los: https://www.thecoinrepublic.com/2023/02/16/alibaba-was-my-worst-investment-ever-says-charlie-munger/