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2012年股东大会 · 政治观点不应该影响你的投资决策

25 段 · 3 位说话人 · 原片 3:25
F1
F10:00

这个问题来自 Georgia 州 Brunswick 的 John。

This question comes from John in Brunswick, Georgia.

他说,作为个人,你们显然有权利就任何话题表达自己的看法;但是最近围绕 Buffett Rule tax 的宣传声势变得相当大,而作为股东,我担心这在某种程度上会让一些人出于原则而对 Berkshire 的股票失去兴趣。

He says, you are clearly entitled to speak your mind on any and all subjects as an individual, but the recent publicity around the Buffett Rule tax has become quite loud, and as a shareholder, I fear it is limiting to some degree the interest in the Berkshire stock on principle for some people.

比如说,我八十四岁的父亲就因为反对这个税收立场,不想投资 Berkshire;要不然的话,他很可能会投。

For instance, my 84-year-old father is not interested in investing in Berkshire because of his opposition to this tax position, and otherwise he likely would.

作为一家上市公司的 CEO,为了公司和股价更好,是不是应该在某种程度上弱化一些政治方面的言论?

While being a public company CEO, should some of the political dialogue be somewhat muted for the betterment of the company and its share price?
M1
M10:36

对,这个问题经常会被提出来。

Yeah, that's a question that's raised frequently.

但说到底,你知道,我真的不认为 Berkshire 的任何员工,也不认为我们持有股票的那些公司的 CEO,应该以任何方式被限制他们作为公民的权利。

But I really, in the end, you know, I don't think that any employee of Berkshire, I don't think that the CEOs of any of the companies that we own stock in should in any way have their citizenship restricted.

我的意思是,Charlie 和我当年接下这份工作的时候,可没决定把我们的公民身份放进什么 blind trust 里。

And I mean, we did not— when Charlie and I took this job, we did not decide to put our citizenship in a blind trust.

而且,你知道,别人当然完全可以——他们要是不同意我们,也完全没问题。

And the, you know, people are perfectly willing, you know, it's fine if they disagree with us.

我觉得这事有点可笑。

I think it's kind of silly.

我不一定知道 Ken Chenault、Muhtar Kent 或者 John Stumpf 的政治立场。

I don't know the politics of necessarily of Ken Chenault or Muhtar Kent or John Stumpf.

不过有一阵子我对 Kovacevich 的立场倒是大概知道一些。

I got a pretty good idea with Kovacevich at one time.

但他们经营着这些企业,而我们在里面都有投资——像 Ginni Rometty,我是说,我们在她那儿投了 一百一十亿到一百二十亿美元。

But they run these businesses in which we have 10— Ginni Rometty, I mean, we've got $11 or $12 billion with her.

我不知道她的政治立场是什么,也不知道她的宗教信仰是什么。

I don't know what her politics are, and, you know, I don't know what her religion is.

我敢肯定她有各种各样的个人看法,而且很可能还比我的更高明,但这根本不重要。

She's got all kinds of personal views, I'm sure, that probably are better than mine, but it doesn't make any difference.

我只想知道她是怎么经营企业的。

I just want to know how she runs the business.

我真的觉得,那个八十四岁的老人如果根据自己在政治上同不同意某个人,来决定投什么,你知道,听起来他大概应该去持有 Fox。

And I really think that that 84-year-old man making a decision on what he invests in based on who he agrees with politically, you know, it sounds to me like you ought to own Fox.

Charlie?

Charlie?
M2
M22:23

嗯,我得汇报一下,Warren 对富人税收的看法,已经让我们其中一家 country club 里喜欢我的人变少了。

Well, I want to report that Warren's view on taxes for the rich has reduced my popularity around one of my country clubs.

要是这能让他少在 country club 里晃来晃去,那我完全支持。

If it keeps him from hanging around the country club, I'm all for it.

这是个我愿意承受的不利影响,好让我能参与这项事业。

And it's a disadvantage I'm willing to bear in order to participate in this enterprise.
M1
M12:46

Charlie 和我之间,意见不一致的事情并没有你想的那么多,不过这五十三年来,我们当然也确实在一些事情上有过分歧。

Charlie and I, we don't disagree on as many things as you might think, but we certainly have disagreed on some things over 53 years.

但五十三年来,我们一次架都没吵过;也许如果你努努力,今天倒是能在这儿挑起一场。

It's never in any— we've never had an argument in 53 years, and maybe you can get one started here if you work on it.

而且这,这,这就是,这根本无关紧要。

And it, it, it just, it's, it's irrelevant.

我的意思是,大致上,这个国家差不多有一半人到了今年十一月会有一种看法,另一半人则会有不同的看法。

I mean, it, it, uh, you know, roughly half of the country is gonna feel one way, you know, this November, and the other half's gonna feel a different way.

而如果你开始根据别人是不是在所有事情上都完全同意你,来选择你的投资、你的朋友,或者你的邻居,那我觉得你的人生会过得相当古怪。

And, and if you start selecting your investments or your friends or your neighbors based on trying to get people that agree with you totally, you're gonna live a pretty peculiar life, I think.