M1
M10:00
对,那个话题我没什么可补充的,不过刚才关于我们会推荐哪些书这个问题,我忘了回答。
Yeah, I don't have anything on that subject, but I neglected to answer the question about what books would we recommend.
我今年推荐的两本书,都是 Berkshire 的股东寄给我的,他们觉得我可能会喜欢。结果还真是这样。
The two books that I recommend this year were both sent to me by Berkshire shareholders who thought I might like them, and boy, were they right.
第一本叫 Ice Ages,讲的是过去几十万年冰川活动的历史,以及人们是怎么弄清楚当时发生了什么、为什么会发生的。
The first is called Ice Ages, which is a description of the past history of glaciation in the last few hundred thousand years and how they figured out what had happened and why it had happened.
而且这本书——我觉得——是我读过的科学解释类书里最好的一本。
And it's—I think it's the best book of scientific explanation I have ever read.
这本书已经在 England 出版了,今年秋天会在 United States 出版。
It's been published in England, and it's going to be published in the United States this fall.
而且机场那边好像有二十本,TD
And the airport has like 20 copies, TD
Waterhouse,他们是把整个 Canada 到处搜罗了一遍才弄到的。
Waterhouse, which they did by scrounging all of Canada.
所以——我推荐你们看这本书,不过我觉得你们很多人可能得等到秋天了。
And so—I recommend that book to you, but a lot of you are going to have to wait for the fall, I think.
另一本书叫 How the Scots Invented the Modern World。
The other book was How the Scots Invented the Modern World.
这个题目我一直很感兴趣:为什么一个人数很少、又很贫穷的 Celtic 人群体,能够从贫困出发,对世界产生这么巨大而且正面的影响。
That's a subject that always interested me, how a tiny, poor little population of Celtic people had such a huge favorable impact on the world starting from poverty.
当然,这也和 Irish 有关系,他们在族源上很接近,只是宗教不同。
And of course, it's related to the Irish who were a similar ethnic strain with a different religion.
那也是一本非常精彩的书,我一时想不起作者名字了,不过这两本书我都推荐给你们大家。
And it was a marvelous book, and I forget the author's name, but I recommend both of those books to all of you.
M2
M21:37
对,我也推荐一本书,听起来可能有点像老王卖瓜,不过我还是觉得,你们这群人里很多人都会喜欢读一读 Berkshire 的这些经理人。
Yeah, I'll recommend a book which may sound a little self-serving, but nevertheless, I think this group, many of you, would enjoy reading about the Berkshire managers.
Bob Miles 出了一本书,讲的就是这些替你们管理资本的人。
And Bob Miles has brought out a book, and it tells about the people who are handling your capital.
我觉得你们不可能找到——嗯,我知道你们不可能找到——比这更好的一群人了。
And I don't think you could have a—well, I know you couldn't have a better group.
所以——如果你们想读读他们的故事,Bob 对他们的采访做得很好,我会鼓励你们去读一读。
And I—so therefore, if you feel like reading about them, Bob has done a good job of interviewing them, and I would encourage you to read about them.
我觉得,读完这些经理人的故事之后,你们会比只读 Charlie 和我写的东西,更喜欢自己的这笔投资。
And I think you'll like your investment better after you read about the managers than if you just read what Charlie and I write.
我们回到 Zone 1 吧。
Let's go back to Zone 1.
谢谢。
Thank you.