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巴菲特股東大會(huì)見(jiàn)聞:投資者不看好Facebook

巴菲特股東大會(huì)見(jiàn)聞:投資者不看好Facebook

Stephen Gandel 2012-05-08
每年5月的伯克希爾哈撒韋公司股東大會(huì)是全球股票投資者一年一度的盛會(huì),。今年,又有四萬(wàn)來(lái)自全世界各地的人來(lái)到內(nèi)布拉斯加州小城奧馬哈。讓人意外的是,,許多投資者對(duì)紅得發(fā)紫的Facebook不太感冒,,認(rèn)為其10億用戶的價(jià)值被大大高估,。有人刻薄地說(shuō):空氣現(xiàn)在都有70億用戶了,可是投資空氣仍然是個(gè)壞主意,。

????羅素稱,盡管他看好這只股票,,他仍希望巴菲特能更清晰地描繪該公司的未來(lái)發(fā)展藍(lán)圖?!皩?lái)由誰(shuí)決定收購(gòu)哪家公司,?包括那些有伯克希爾旗下公司進(jìn)行的小規(guī)模收購(gòu),,”羅素稱,“我不認(rèn)為該問(wèn)題已有明確答案,。”

????巴菲特極為公開(kāi)地支持奧巴馬總統(tǒng)對(duì)美國(guó)最富裕階層增稅,,對(duì)此蓋伯里也有些不滿,,他認(rèn)為這會(huì)對(duì)股價(jià)造成負(fù)面影響,。“他是不是犯了太過(guò)政治化的錯(cuò)誤,?”蓋伯里說(shuō),,“我覺(jué)得是,?!?/p>

????不過(guò),大多數(shù)人最熱衷于談?wù)摰墓善彼坪醪皇苓@些巴菲特?fù)碥O的青睞。Facebook上周四宣布,本月稍晚些時(shí)候完成首次公開(kāi)募股后,,其市值將高達(dá)960億美元,,可我采訪過(guò)的所有投資者都表示無(wú)意購(gòu)買該股。蓋伯里是個(gè)Twitter用戶,他自稱根本就沒(méi)考慮過(guò)投資Facebook,。格林沃德則說(shuō)看好Facebook的說(shuō)法純屬臆測(cè),他認(rèn)為Facebook不像谷歌等科技公司那樣已有明確商業(yè)模式,,人們高估了該公司近10億用戶的價(jià)值,?!翱諝猬F(xiàn)在有70億用戶了,”格林沃德說(shuō),,“可投資空氣仍是個(gè)壞主意?!?/p>

????譯者:小宇

????Russo said while he likes the stock he would like Buffett to lay out a better picture of what the company will look like in the future. "Who will be in charge of making the call on acquisitions, including the smaller ones done by the individual companies," says Russo. "I still don't think that is clear."

????Gabelli took issue with Buffett's very public backing of President Obama's push to raise taxes on the wealthiest Americans. He thought that was a negative for stock. "Did he make a mistake by getting too political," says Gabelli. "I think so."

????But the stock that most of America was buzzing about appeared not to be on the radar of the Buffett faithful. All of the people I asked about Facebook, which on Thursday indicated it could be worth as much as $96 billion after its initial public offering later this month, said they weren't interested in buying the stock. Gabelli, who uses Twitter, says he hasn't even thought about investing in Facebook. Greenwald said the idea that Facebook was a good investment was pure speculation. He said Facebook's business model was not as well established as say Google's, and said that people were overvaluing the fact that the company has nearly 1 billion users. "Air currently has over 7 billion users," says Greenwald. "And it's a lousy investment."

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