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巴菲特观察:Doug Kass预言巴菲特2010年退位

(2009-12-30 23:46:19)
标签:

巴菲特

股票

分类: 投资理财

因在2008年卖空伯克夏股票而赚钱的投资策略家Doug Kass对2010年可能发生的20件意外之事做了预测,其中第12条预测是巴菲特退位,让伯克夏以外的人来管理投资,然后将在2011年的伯克夏股东会宣布由原伯克夏内部继承人担任公司首席运营官。

 

作出这个预言的依据是巴菲特已经完成了公司史上最大的收购案,而且投资者对巴菲特的信仰度也在降低,这位Doug Kass在过去两年对巴菲特有很负面批评。

 

巴菲特一直说除非身体或者精神上有问题,否则他还是觉得每天去公司想法赚更多钱比干别的什么都好。

 

以下来自CNBC: http://www.cnbc.com/id/34609872

 

Doug Kass Predicts Warren Buffett Will Step Down In 2010

Published: Monday, 28 Dec 2009
By: Alex Crippen
Executive Producer

The investment strategist who profitably shorted Berkshire Hathaway's stock in 2008 has a bold forecast for 2010.

Appearing as guest host on CNBC's Squawk Box this morning, Seabreeze Partners' Doug Kass predicted Warren Buffett will step down in the coming year.

 

 

As he ran down a series of coming surprises with Joe Kernen and Carl Quintanilla, Kass told viewers, "With the Burlington Northern acquisition, the Oracle has basically completed his canvas and there's really very little left for him to do." 

The prediction is number 12 of "Dougie's Top 20 Surprises for 2010," as listed last week in a Barron's blog:

12. Warren Buffett steps down. Warren Buffett announces that he is handing over the investment reins to a Berkshire outsider and that he plans to also announce his in-house successor as chief operating officer by Berkshire Hathaway annual meeting in 2011.

(Kass has his own post on the subject today in a paying-subscribers-only section of TheStreet.com.)

 

http://media.cnbc.com/j/CNBC/Sections/News_And_Analysis/_Blogs/Warren_Buffett_Watch/_DAILY%20POSTS/Graphics/080519_DougKassStreetcom.standard.jpg
Short seller Doug Kass, as seen on TheStreet.com

While Kass says he "worships" at Buffett's "investing altar," he's been very critical of Buffett over the past two years.  In January, Kass wrote that "Buffett's salad days seem to be over; the only question that remains is the timing and to what degree investors will abandon the Oracle of Omaha."

 

Buffett has repeatedly said he has no intention of quitting at Berkshire anytime soon because he loves his work so much.

Unless he suffers some unexpected physical or mental impairment, it's hard to imagine that he would be any happier doing anything other than going into his Omaha office each day looking for more ways to make money.

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