巴菲特观察:巴菲特的首选继任人领先优势扩大

标签:
巴菲特继任人sokol伯克夏滚雪球比亚迪股票 |
分类: 投资理财 |
这是由于巴菲特在他欣赏的人(也是继任人选之一)离开NetJets公司之后马上任命David Sokol担任NetJets的董事会主席和临时CEO后导致外界的推测,即Sokol成为巴菲特的继任人几乎是板上钉钉了。但是Sokol的反应很有趣,他认为巴菲特比他十年前开始和他共事的时候更加capable,所以他认为A:这种事情(指继任)20年内不会发生(巴菲特万岁!);B:现在推测谁将继任是在浪费大家的时间。同时他也谦虚地说公司里比他更有资格和能力的人还多的是。
《滚雪球》的作者则根据自己对巴菲特的个性了解说巴菲特是那种不到最后关头不做决定的人,在此之前,他给各种可能性都保留机会。
伯克夏的接班人问题如同中国古代皇帝的选太子一样正变得越来越扑朔迷离,历代最后成功被选为太子的人都是比较会韬光养晦的,Sokol可千万别夺了巴菲特的光芒。
大家都知道,Sokol就是那个提出买比亚迪股份的始作俑者。
Executive Producer
http://media.cnbc.com/j/CNBC/Sections/News_And_Analysis/_Blogs/Warren_Buffett_Watch/_DAILY%20POSTS/Graphics/071217_Sokol-David-MidAmericanCEO_Crop.standard.jpg |
MidAmerican Energy Chairman David Sokol
|
Buffett selected
David Sokol to be Chairman and interim CEO of NetJets after the
resignation this
week of the Berkshire Hathaway
subsidiary's founder.
Well over a year ago, Barron's used its cover to proclaim Sokol the "Next Buffett," calling him the "most likely candidate to lead Berkshire Hathaway once the Great One departs."
Now, Barron's
Andrew Bary, a longtime Buffett-watcher, says the NetJets
appointment "seems
to solidify Sokol's position as the likely successor to
Buffett."
The Wall Street Journal writes that Sokol's appontment, "even on a temporary basis, could be seen as another sign of Mr. Sokol's growing clout in the conglomerate and with Mr. Buffett."
Berkshire shareholder Thomas Russo tells Reuters, "David has been increasingly appearing as a person who might be a strong horse in the race for CEO. This certainly wouldn't be inconsistent with that direction."
And Buffett
biographer
Alice Schroeder isn't jumping to any
conclusions.
Sokol, whose MidAmerican Energy has been at the center of Berkshire's already hugely profitable investment in Chinese electric car maker BYD, has been playing down all the speculation for months.
In a live interview from Omaha on CNBC's Squawk Box with Becky Quick last May, Sokol told us no one has approached him from Berkshire about succeeding Buffett:
"The reality is there are a dozen or more executives more qualified than I am to succeed Warren, should that ever happen. Frankly, I've been working with Warren, fortunately, for ten years and I think he's every bit more capable today than he was ten years ago. So, A, I don't think it's going to happen in the next twenty years, and B, frankly, the speculation is kind of a waste of time."