巴菲特观察:我们没干大蠢事
(2009-12-15 22:25:20)
标签:
巴菲特投资股票 |
分类: 投资理财 |
最新的CNBC巴菲特观察文章以此为标题,说明巴菲特还是善于知足。
对他而言,在错失机会和干大蠢事之间,他更希望避免后者。
所以尽管他反省如果等到今年三月再来抄底会更好,以及认识他在这次金融危机中犯的不少错误,但他还是认为结果OK。
我们应该从巴菲特那里学的就是宁可失去诱人的机会,也不要犯灾难性的错误。
以下原文见http://www.cnbc.com/id/34405727。
Warren Buffett: "We Didn't Do Anything Really Dumb"
Published: Monday, 14 Dec 2009 | 6:57 AM ET Text Size By: Alex
Crippen
Executive Producer
--------------------------------------------------------------------------------
Looking back at his performance during the global financial crisis
of the past two years, Warren Buffett tells the Wall Street
Journal, "We didn't do all the smartest things.
Buffett admits that he could have done better if he waited until
the stock market bottomed in March of this year, but he's happy
with the Goldman Sachs and General Electric deals he agreed to in
September and October of 2008.
"I made plenty of mistakes.
That's because he avoided making a number of deals offered to
him that could have proven disasterous.
In a page one article headlined In Year of Living Dangerously, Buffett Looked 'Into the Abyss' reporter Scott Patterson lays out an extensive account of Buffett's "epic deal negotiations, including anxious phone calls he fielded from wounded companies such as Freddie Mac, Wachovia, and Morgan Stanley ."
Buffett also turned down potential deals with Lehman Brothers, Bear Stearns, and AIG .
As Janney Montgomery Scott analyst Paul Howard tells Patterson,
"I don't think Buffett gets enough credit for all the pitches he
doesn't swing at.