M1
M10:00
我是 Ben Knoll,来自 Minneapolis。
I'm Ben Knoll and I'm from Minneapolis.
首先,我想感谢你们把过去写给股东的年度信件提供出来,还有 Munger 先生,也感谢你几年前给 USC 研究生做的那场演讲。
And first, I just wanted to thank you for providing your past annual letters to the shareholders, and Mr. Munger, for providing your speech to the graduate students at USC a couple years ago.
我从里面得到很多启发,不光是在投资上,也包括我平时作为企业经理的本职工作。所以我想问问,你们能不能帮我开一份暑期阅读书单,除了 Graham、Fisher 这些经典之外,再推荐一些投资和管理领域值得读的书。
I've drawn a lot of insights from that, not only in investing but also in my day job as a business manager, and I'm wondering if you could help me with my summer reading list and provide some additional suggestions for reading in the fields of investing and management other than the standards of Graham and Fisher and so forth.
M2
M20:46
Charlie?
Charlie?
好的,我最近有一本到现在已经读了两遍的新书,而这种事我其实很少做。
Yeah, I have recently read a new book twice, which I very seldom do.
那本书就是 Jared Diamond 写的《Guns, Germs, and Steel》。
And that book is Guns, Germs, and Steel by Jared Diamond.
这是一本非常棒的书,而且这个人的思维方式,对做生意也很有帮助。
And it's a marvelous book, and the way the guy's mind works would be useful in business.
他脑子里总是在问为什么、为什么、为什么、为什么,而且他特别擅长找到答案。
He's got a mind that is always asking why, why, why, why, and he's very good at coming up with answers.
我会说,这是我读过的同类作品里最好的一本。
I would say it's the best work of its kind I have ever read.
我最近还读了一本更轻松一点的书。
I read a little easier book recently.
M3
M31:29
我甚至都不太确定书名。
I'm not even sure of the title.
我一旦开始读书,通常不会太在意书名,不过大概像是《The Quotable Einstein》这种名字。
I don't pay much attention to titles when I get into the books, but it's something to the effect of The Quotable Einstein.
我的意思是,里面全都是——或者说有很多他这些年来的评论和言论,读起来非常好。
I mean, it's all—it's a lot of his commentary over the years, and it's great reading.
还有一本书,叫《Fermat's Theorem》——不过这也不是它准确的书名——讲的是 Fermat theorem 的故事。
The Fermat's Theorem was the book, but that isn't the exact title either, but it's the story of Fermat's theorem.
讲的是在 arithmetic 里找到那个答案的过程。
Of the discovery of the answer in arithmetic.
那也是一本非常有意思的书。
That's a very interesting book.
我们有一位来自 Sweden 的股东,我在 New York 的时候他送了我一本,我读得很开心。
One of our shareholders from Sweden gave me a copy of that when I was in New York, and I've enjoyed it.
M2
M21:57
二区?
Zone 2?