2013年伯克希尔股东会问答:我们依赖糖和咖啡因,而非待办事项清单

文摘   2024-11-18 07:01   湖南  

2013年伯克希尔股东会问答:

AUDIENCE MEMBER: Hi. My name is Alex [Banayan], and I’m from Los Angeles.

股东:你好。我叫Alex [Banayan],来自洛杉矶。

Mr. Buffett, I’ve heard that one of your ways of focusing your energy is that you write down the 25 things you want to achieve, choose the top 5, and then avoid the bottom 20.

巴菲特先生,我听说你集中精力的方法之一就是写下你想要实现的25件事,选择最重要的5件,然后避开最不重要的20件。

I’m really curious how you came up with this, and what other methods you have to prioritizing your desires?

我真的很好奇你是怎么想到这个的,你还有什么其他的方法来优先考虑你的欲望吗?

WARREN BUFFETT: Well, I’m actually more curious about how you came up with it, because — (laughter) — it really isn’t the case.

沃伦·巴菲特:嗯,我其实更好奇你是怎么想到这个的,因为——(笑声)——事实并非如此。

It sounds like a very good method of operating, but it’s much more disciplined than I actually am. (Laughter)

这听起来是一种很好的操作方法,但它比我实际要自律得多。(笑声)

If they stick fudge down in front of me, I eat it, you know, I’m not thinking about 25 other choices. (Applause)

如果他们把软糖放在我面前,我就吃了,我不会考虑其他25种选择。(掌声)

So I don’t mean to —you know, Charlie and I live very simple lives. We know what we do enjoy, and we now have the option of doing it, pretty much.

所以我不是故意的——你知道,查理和我过着非常简单的生活。我们知道我们喜欢什么,而且我们现在可以选择这样做。

Charlie likes to design buildings. I mean, he’s not—he’s no longer a frustrated architect — he’s a full-fledged architect now. And, you know — and we both like to read a lot.

查理喜欢设计建筑。我的意思是,他不再是一个失意的建筑师,他现在是一个成熟的建筑师。而且,你知道,我们都很喜欢读书。

But we — I’ve never made lists. I can’t recall making a list in my life, but maybe I’ll start.

但我们,我从来没有列过清单。我不记得我这辈子列过什么清单,但也许我会开始。

You’ve given me an idea. Thank you.

你给了我一个主意。谢谢你!

Charlie?

查理?

CHARLIE MUNGER: Well, what’s really interesting on the subject of Warren’s operating methods, you can see happening here.

查理·芒格: 好的,关于沃伦的经营方法,你可以看到这里正在发生的事情确实很有趣。

We didn’t know, when we started out, this modern psychological evidence to the effect that you shouldn’t make a lot of important decisions when you’re tired and that making a lot of difficult decisions is tiring.

我们开始的时候,并不知道现代心理学的证据表明,当你疲劳时不应该做很多重要的决定,而且做很多困难的决定是会让人感到疲劳的。

And we didn’t also know, as well as we now do, how helpful it is to be consuming caffeine and sugar when you’re making important decisions. (Laughter)

我们也不知道,和我们现在做的一样,当你做重要的决定时,摄入咖啡因和糖有多大的帮助。(笑声)

And what happens, of course, is that both Warren and I live entirely on autopilot, in terms of the ordinary decisions in life, which is totally habitual, so we don’t work — waste — any decision making industry — I mean energy — on that stuff, and we’re ingesting caffeine and sugar.

当然,发生的情况是,沃伦和我在生活中的普通决策上完全处于自动驾驶状态,这些都是完全习惯性的,所以我们不会在这些事情上工作——浪费——任何决策能力——我的意思是精力,我们摄入咖啡因和糖分。

And, it turns out, under the modern evidence, this is an ideal way to sit where Warren sits. And he didn’t know that, he just stumbled into it. (Laughter)

事实证明,根据现代证据,这是坐在沃伦坐的位置上的理想方式。他不知道,他只是偶然发现的。(笑声)

WARREN BUFFETT: When we write our book on nutrition, it promises to be a huge seller. (Laughter)

沃伦·巴菲特:当我们写一本关于营养的书时,它有望成为一本畅销书。(笑声)

CHARLIE MUNGER: I cannot remember an important decision that Warren has made when he was tired.

查理·芒格: 我不记得沃伦在疲劳时做过任何重要决定

He’s never tired. (Laughter)

他从不疲倦。(笑声)

He sleeps soundly, and he doesn’t waste time thinking about what he’s going to eat. As you say, he just eats what he’s always eaten.

他睡得很香,他不会浪费时间去想他要吃什么。就像你说的,他只是吃他一直吃的东西。

You know, his style turns out to be absolutely ideal for human cognition. (Laughter)

你知道,他的风格对人类认知来说是绝对理想的。(笑声)

It looks peculiar, but he stumbled into something very good.

看起来很奇怪,但他偶然发现了一些很好的东西。

WARREN BUFFETT: You can write the forward to my next book. OK. (Laughter)
沃伦·巴菲特:你可以为我的下一本书写前言。好的。(笑声)



解读:

精力和时间都是有限的,应该放在关键、有价值的事项上。不要在不必要的选择上浪费精力。就投资而言,对于自己并不理解的企业,或者很复杂的企业,不必投入太多精力,完全可以跳过去,去深入研究简单易懂的。

芒格提醒我们,保持专注,为自己留出空余时间,不要让自己被太多的待办清单所束缚,那将很难做出好的决策。事实上,在巴菲特的日历上,经常有大面积的空白,他不会用会议、接待等事情将日历填满,而这是大多数CEO的日常状态。
巴菲特对投资有着极端的专注和热爱,不会将精力浪费在吃什么、穿什么,甚至做家务、照顾小孩等上面;大部分人都很难做到这点,将自己完全从生活琐事中抽离,并将自己的消费欲望降到最低。
作为投资人,保持专注和热爱是必要的,但我们倒也不必像巴菲特这么极端,适合自己的才是最好的。

声明: 本文不构成投资建议


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