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2006年股东大会 · 巴菲特:我离开后,伯克希尔的文化将继续保留很久

49 段 · 3 位说话人 · 原片 5:24
F1
F10:00

我从欧洲中西部向大家问好。

Greetings to all of you from the Midwest of Europe.

我是来自 Germany 波恩的 Norman Rentrop。

I'm Norman Rentrop from Bonn, Germany.

非常感谢你们把股东信写成这样的方式,让我们觉得自己是被当作合伙人来对待的。

Thank you very much for writing your shareholder letter in such a way that we feel treated as partners.

Warren,你在股东信的结尾谈到了未来如何管理 Berkshire Hathaway 的想法。

Warren, in the shareholder letter, you ended with your thoughts on managing Berkshire Hathaway in the future.

我可以请问你,你是怎么培养接班人的?

May I ask you, how do you train your successors?

你会跟他们说些什么?

What do you tell them?

你会怎么向他们概括,哪些事情对你来说最重要?

How do you summarize to them what is important to you?

还有,如果你能够这么做的话,你会怎么衡量他们是否达到了你的期望?

And how, if you were able to do so, how would you measure whether or not they have lived up to your expectations?
M1
M10:49

嗯,这个问题很好。呃,我其实觉得,你知道,写那封信的一个原因,正是为了传达 Berkshire 到底是一家什么样的公司,不只是传达给我们的合伙人、股东,也传达给我们的经理人,还有其他任何公众。

Well, that's a good question, and I, um, I think actually in reading that letter, you know, that's part of the reason it's written is to convey not only to our partners, our shareholders, but also to our managers and anybody else in the public, you know, what Berkshire is all about.

你知道,这个会议,就我们所做的事情来说,是为了让 Berkshire 具有一种人格和一种特质。

This meeting, you know, in terms of what we do, is intended to give a personality and a character to Berkshire.

我们并不是说这一定比别人的更好,但我们确实觉得,这就是我们。

And we don't say it's better than anybody else's necessarily, but we do think it's us.

我们希望加入我们的人,是认同我们这种运营方式的经理人——把股东当作合伙人,对企业做出终身承诺。

And we think we want managers to join us who believe in the sort of operation we have—a partnership with shareholders, uh, a lifetime commitment to the businesses.

呃,我们希望这样的人加入我们。

Uh, we want those people to join us.

我们也希望他们加入之后所看到的一切,都能进一步印证我们所坚持的价值观。

We want what they see after they join us to underscore the values we have.

所以我们做的每一件事,我们都希望它和大多数人所说的 Berkshire 文化是一致的。

So everything we do, we hope, is consistent with what most people would call a culture at Berkshire.

这样一来,文字上写的、他们看到的、他们听到的、他们观察到的——这些本身就是一种训练。

So that the written word, what they see, what they hear, what they observe—and that is training in itself.

这有点像你小时候接受的那种训练。

It's the same sort of training you get as a child.

我的意思是,当你在家里的时候,你知道,你每天都在通过身边这些极其重要的人、这些高大的人物的行为,学到东西。

I mean, when you are in the home, you know, you're learning something every day by the behavior of these terribly important people, these big people that are around you.

一个家庭有一种文化,一家企业有一种文化,某种程度上,一个国家也可以有一种文化。

And a home has a culture, a business has a culture, to some extent a country can have a culture.

而我们努力做的每一件事,都是和这种文化一致的。

And we try to do everything that's consistent with that.

我们尽量什么都不做那种和它不一致的事情。

We try to do nothing that is inconsistent with that.

而且相信我,如果你是一个聪明的 Berkshire 经理人——他们确实都很聪明——你知道,他们一开始就会认同这一套。

And believe me, if you're a bright Berkshire manager, and they are bright, you know, they buy into it to start with.

他们会看到这一套是行得通的,你知道,而且这不需要正式课程,不需要导师辅导,也不需要任何这类东西。

They see that it works, you know, and it doesn't require formal lessons or mentoring or anything of the sort.

我的意思是,如果你去和我们的 Berkshire 经理人聊,你会发现,他们的想法在整体上和 Charlie 还有我实际上是非常一致的。

I mean, if you talk to our Berkshire managers, you would find that they think consistently with how, in effect, Charlie and I think.

当然,也有很多人不是这样想的,而他们也不会加入我们。

There are plenty of people that don't, and they don't join us.

我的意思是,你知道,我们总是会听到各种各样的人找上来。

I mean, you know, we hear all the time from people.

其实过一会儿我就要见一个,不过你知道,这件事不会有什么结果,因为这个人——我的意思是,他的大脑处理事情的方式和我不一样。

I've got one coming in a little while, actually, that, you know, nothing's going to come of it because this guy has—I mean, his brain processes things different than mine does.

不过我对了解他的生意还是有点兴趣,所以我们会见一面。

And I'm kind of interested in learning about his business, so we'll get together.

但这不会合适。

But it wouldn't fit.

你知道,这就是不合适——就是不匹配。

You know, it would just not—it would be a mismatch.
M2
M23:29

对。

Yeah.
M1
M13:29

这件事好的地方就在于,我们的文化定义得非常清楚,所以不太会有人进来以后不适应,或者做出跟这种文化不一致的行为。

And the nice thing about it is our culture is so well-defined that there aren't many mistakes in terms of people entering it or behaving in a way inconsistent with it.

所以我觉得——我不认为需要什么正式培训。

So I think that— I don't think there's any formal training necessary.

我在年报里提到过,如果我今晚去世了,有三个很明显的人选可以接替我。

I mentioned in the annual report the fact that if I die tonight, there are 3 obvious candidates to take my place.

现在,董事会知道他们当中哪一个——

Now, the board knows which one of them—
F1
F13:55

谁?

Who?
M1
M13:55

如果是今晚的话,他们会一致同意选谁。

They would agree on tonight.

当然,三年以后可能就不一样了。

Might be different 3 years from now.

不过,这三个人里任何一个,嗯,在接手我希望我们这里一直有的这种文化时,都能无缝衔接,因为这也是他们的文化。

But any of those 3, ah, would not miss a beat in terms of stepping into the culture that I hope we have here, because it's theirs too.

嗯,Charlie?

Ah, Charlie?
M2
M24:16

嗯,你想想,如果 Warren 到了七十五岁,还是一直坚守这种信念,去维持某一种文化和某一种思维方式,你真的觉得他会在把这种信念传承下去这件事上搞砸吗?

Well, you know, if Warren has kept the faith until he's 75 years old, in maintaining a certain kind of culture and a certain way of thinking, do you really think he's going to blow the job of passing the faith on?

从他人生的职责来说,还有什么会比这更重要呢?

What could be more important in terms of his duties in life?

你们大家都有一些——你们大家都有一些更重要的事要做。

You all have something— you all have something more important to do.

比起担心 Berkshire 会不会因为有些人去世了,这根蜡烛就熄灭了。

Than worry about the fact that the candle is going to go out at Berkshire just because some people die.

这是一个——一个这种信念还会延续很久的地方。

This is a, a place where the faith is going to go on for a long time.

当然,在总部,我们不是在培训高管,我们是去找到他们。

Of course, at headquarters we aren't training executives, we find them.

而且他们并不难找。

And they're not hard to find.

你知道,如果一座山像 Everest 一样耸立在那里,你不需要是个天才,也看得出来那是一座高山。

You know, if a mountain stands up like Everest, you don't have to be a genius to recognize that it's a high mountain.
M1
M15:23

好,第4个问题。

Okay, number 4.