2023年巴菲特年会｜流水账

今年，巴菲特92岁，芒格99岁了。‍‍‍‍

和绅士的申申和一众朋友们一起到奥马哈，带着朝拜的心情，把一个粉丝能干的事儿都干了一遍。

读书和身临其境，真是感触不同。‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍

Day One

巴菲特住了30多年的房子。‍

从地上拾起一片片花瓣，夹在笔记本里带走。我也想像巴老爷子一样，活得毫不为物质所累。‍‍

跳着踢踏舞去上班的麦当劳和办公室。一路遇到很多人，都说认识巴菲特，他就像在镇子上人人都认识，都能打招呼的乡绅。‍‍‍‍

常去吃的牛排店里，放着一比一的纸牌人物像，专门拿到各个餐桌上供人拍照。 这么小的一个城市，巴菲特带来多少经济效益，I think his city and community is very proud of him, and he is very happy to do the contribution too.

股东折扣卖场，一个超大场馆中很多个摊位，就像促销展会一样。一美元的DQ随便吃，想起当年对DQ的投资，搞得我糖戒都破了。‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍

Day Two

最卷队伍不是盖的，凌晨四点就到门口排队。还战略研究了一下应该去哪个区域，最后敲定了122/106区，目标相当明确。（凌晨四点，已经有不少人在排队了）。‍‍‍‍‍‍‍

这世界还是奖励勤奋的人的，坐到了非常好的位置。‍‍‍

几乎能看清楚两位老先生脸上的表情，看到个比尔.盖茨也不是问题。

把自己乱七八糟的笔记贴上来。

我没有整理和编辑，因为需要花费大量时间，可能会让我最终发不出去这篇文章。所以，就这样，说错了不负责：‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍

价值投资是个信仰有人来许愿、有人来还愿有人第1次来，有人第5次来，有人第35次来。有位连续来了5年的年轻投资人，他说，知易行难，所以来增强自己的信心。需要不断来汲取能量，才能保持住初心。现场感受价值投资

在A股做价值投资：20%很艰难，70%极度艰难， 只有10%是爽的。股东折扣日在一个超大型体育场里，一个个摊位。从DQ冰淇凌到墙漆涂料、平价靴子、衣服、床具、保险到游艇和私人飞机。

不性感，就像一个城市居民的大卖场，让我看到了乘着「美国梦」起飞的一代企业。生活简单的人也可以做不简单的事

奥马哈城市中的酒店，感觉比其他地方要多得多，走进巴菲特家旁边的麦当劳，从收银的服务员到吃早餐的老爷爷都认识巴菲特，一起打过桥牌或。一个人可以在取得如此卓越事业成就后，仍如此是多么不容易。更不容易的是，他就是以这样的姿态成功的。诚信最为重要- 摘自2002/2004年，巴菲特代表soloman出席听证会时所讲的话

• 如果有一天他们所作所为在他们local报纸上被刊登出来，是否还可以。 如果他们可以go through这个test，他们不需要我的评估和管理。Community- Shareholders of Berkshire is like a community- 很多股东都是退休的中产阶级，相信巴菲特而投资伯克希尔

Fairness

• Just like buy a farm, regards shareholder as partners. Nothing Sure

Nothing sure today, tomorrow, nothing sure anytime.AI impact on the market negative or positive?

巴菲特皮了一下： thank you for asking Charlie that question

• BYD factory in china we gonna see a lot of robotics

I think old fashion works pretty well

• Won’t be anything irreplacable

• If something can do all kinds of things, I am worried

• AI will change everything expect the way the man will behaveValue investment will be harder after AI

• My suggestion to value investors is to be prepared to earn less （by Muger）

• The world changing all the time, what gives you opportunists is other people doing dumb things. They do big dumb things , why they do , is they can take money from other people so easily in the beginning.

遗嘱｜家庭教育｜后代继承

• in my family i do not sign the will until my children are aware and make suggestion

• Depends on the business, on how they feel about each other , and depends on thousands things. People run into all kinds of things, some people use the will depending on their will . They made a lot of mistakes.

• 芒格: Berkshire has a simple answer — just hold the god damn stock!

• It’s important that you want your children to have certain values it’s important to live them.

• Once a year, you should get your children together and have a dinner, giving them blank signed check wouldn't work.

• There are a lot of things that I don't like, but most of time I just keep silence

TTI创始人的选择

• He has got the money way more than he and his family needs.

• But if I sell the company, they gonna fire my people and leave their people, 所以最后他将公司卖给巴菲特。

How owners of companies give up their benefit to Berkshire Hathaway

• I had five bosses in my life, i love working for them.

• But there is NOTHING like working for yourself, working for Berkshire Hathaway is probably the closest thing to it.‍

Doing what we do is a huge pleasant thing

• We gonna follow our own principles

• We don’t want to be any other big companies' CEO

• If you play golf everyday and you know you gonna hit the hole, nobody will play golf

• We are in the game just for us

• We had a lot of fun

btw，奥马哈有很多Vintage店，值得一逛。我淘到了芒格签名的第二版《穷查理宝典》！

这一趟旅行真是收获满满，just could not ask for more.