Kev sib koom ua ke thoob ntiaj teb thiab kev yuav khoom ua haujlwm tau ntaus cov ntaub ntawv siab thaum muaj kev sib kis thoob ntiaj teb vim cov tuam txhab lag luam tau ua cov kauj ruam tseem ceeb los txhim kho txoj hauv kev ntawm lawv lub neej yav tom ntej hauv ntiaj teb tom qab COVID. Txawm li cas los xij, Berkshire Hathaway (BRK-A, BRK-B) tshwj xeeb tsis tau txais ib lub tuam txhab loj thoob plaws ntiaj teb.
Berkshire Hathaway Tus Lwm Thawj Coj thiab Cov Ntawv Xov Xwm Txhua Hnub (DJCO) Tus Thawj Coj Charlie Munger piav qhia vim li cas tom qab Berkshire tsis muaj M&A nyob rau ob xyoos dhau los ntawm Daily Journal lub rooj sib tham txhua xyoo cov tswv cuab.
'Peb tab tom siv peb tus kheej cov nyiaj, lossis tsawg kawg yog qhov peb xav txog nws'
"Tsis yog, [Berkshire kev tswj hwm tsis tau txais kev saib xyuas nrog M&A], vim li cas peb tsis yuav yog peb tsis tuaj yeem yuav ib yam dab tsi ntawm tus nqi peb txaus siab them. Nws tsuas yog qhov yooj yim xwb, ”nws hais.
Munger ntseeg hais tias qhov chaw muaj vaj huam sib luag ntiag tug yog los liam rau qhov kev nce nqi ntawm cov tuam txhab hauv Berkshire lub qhov muag.
“Lwm tus neeg tab tom twv tus nqi nce. Thiab ntau qhov kev yuav khoom tsis yog los ntawm cov neeg uas xav tau tiag tiag lawv. Feem ntau nws yog tus nqi them nyiaj yuav khoom, "nws hais ntxiv. "Private equity yuav khoom kom lawv muaj peev xwm muaj nqi ntau dua los ntawm kev muaj ntau yam hauv kev tswj hwm. Tau kawg, nws yooj yim dua los yuav ib yam dab tsi thaum koj siv lwm tus nyiaj. Peb siv peb tus kheej cov nyiaj, lossis tsawg kawg yog qhov peb xav txog nws. "
Munger teb cov lus nug ntsig txog Berkshire Hathaway, Tuam Tshoj kev lag luam, COVID-19 kev pom, cryptocurrencies, thiab lwm yam teeb meem ntawm lub rooj sib tham. Nws kuj tau koom nrog DJCO Thawj Tswj Hwm thiab CEO Jerry Salzman.
Thiab nrog M&A cov haujlwm yuav tsum nyob twj ywm rau xyoo no - Morgan Stanley (MS) ntseeg tias ntau lub zog hauv M&A kev ua lag luam tseem nyob hauv qhov chaw, txawm tias 2022 yuav tsis yog xyoo sau cia zoo li 2021 - Munger tau sau tseg tias nws tsis tas yuav yog qhov phem. tias Berkshire muaj qee qhov nyiaj seem ntawm tes uas nws tsis nqis peev.
"Peb saib ntau lub luag haujlwm nrog kev nplua nuj ntxiv, thiab peb muaj lub luag haujlwm ntau dua nrog kev nplua nuj ntxiv," nws hais. "Tab sis yog tias cov tswv lag luam txhawj xeeb txog yav tom ntej vim tias nws zoo li nyuaj thiab nyuaj thiab muaj kev phom sij, kuv xav hais rau lawv tias kuv tus xibfwb qub tau hais rau kuv - nws xav hais tias, 'Charlie, qhia kuv seb koj qhov teeb meem yog dab tsi, thiab kuv yuav sim ua kom nws nyuaj dua rau koj.'
Thomas Hum yog tus kws sau ntawv ntawm Yahoo Nyiaj Txiag. Ua raws nws ntawm Twitter @thomashumTV
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
Ua raws li Yahoo Finance Twitter, Instagram, YouTube, Facebook, Flipboard, Thiab LinkedIn
Tau qhov twg los: https://finance.yahoo.com/news/charlie-munger-on-berkshires-lack-of-ma-throughout-the-pandemic-160744768.html