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2025-05-03 Berkshire Hathaway 股东大会：30条批注
以下是 2025 年 Berkshire Hathaway 股东大会的34条批注，记录了一些值得反复推敲的东西。 1. 日本投资：用事实看文化接受度 【3.Interest rates in Japan】 Warren Buffett: "Japan's record has been extraordinary. My guess is that Tim Cook would tell you that iPhone sales there are about as great as any ...
2025-05-03 Warren Buffett.Marmon
Refer To：《2025-05-03 Berkshire Hathaway Annual Meeting》。 7.Portillo’s Hot Dogs Portillo的热狗 [00:49:50] Sean Siegel: Hello, I’m Sean Siegel from Chicago, IL. Thank you for investing your time, and to the executive committee for putting on this meeting, ...
1936 John Maynard Keynes.The State of Long-Term Expectation
Refer To：《1936 John Maynard Keynes.The State of Long-Term Expectation》。 I We have seen in the previous chapter that the scale of investment depends on the relation between the rate of interest and the schedule of the marginal efficiency of capital ...
1991-03-01 Warren Buffett.Wells Fargo
Refer To：《1991-03-01 Warren Buffett's Letters to Berkshire Shareholders》。 Lethargy bordering on sloth remains the cornerstone of our investment style: This year we neither bought nor sold a share of five of our six major holdings. The exception was ...
1991-03-01 Warren Buffett.Measuring Insurance Performance
Refer To：《1991-03-01 Warren Buffett's Letters to Berkshire Shareholders》。 Measuring Insurance Performance 衡量保险业绩 In the previous section I mentioned “float,” the funds of others that insurers, in the conduct of their business, temporarily hold. ...
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