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添加时间:安迪·塞尔沃:但是,你现在并没有买入它们。WARREN BUFFETT:No. But I don‘t buy much.沃伦·巴菲特:不,(我买了)只是买的不多。ANDY SERWER:Mm-hmm.安迪·塞尔沃:嗯。WARREN BUFFETT:Thos those are the kind of businesses I think about a lot. Charlie thinks about them a lot. You can‘t help but do it. I mean, those are incredible business stories.
另外值得关注的是,公司董事、副总兼财务总监王哲,2018年度年薪才16.53万元。看招股书披露的王哲简历,王哲2008年8月开始在公司任职,2017年1月开始至今任公司董事兼财务总监,2017年5月又增一职务为公司副总经理,2018年是完整的任职。
We-- we run it-- we run-- if you‘re a shareholder at Birkshire,we-- we are running the business like you’ve got 100% of your money in it, and you‘re going to keep it in. And it’s up to us to take care of it.
2016年,由于商圈封路改造,导致南京八佰伴经营未达预期,故关闭该百货,并对2232.8万元的商誉进行全额计提减值。截至2017年末,华地国际账面商誉有2.5亿元,占期末净资产的4.76%,金额不大,但鉴于已经进行过两次减值计提,若未来线下零售行业仍无法恢复增长,那么这笔商誉对于利润仍会是一笔不小的冲击。
安迪·塞尔沃:谈到车,我们看下特斯拉和埃隆·马斯克正在做什么吧。这是一场革命。对吧?WARREN BUFFETT:Well, it‘s an important change. But if youguessed on the penetration of electric cars-- let’s say we, sell 17 million orsomething year in 2030, when I‘ll be 100 years old. I’d be surprised if morethan a third of those would be electric.That‘s 2/3 of that cars plus all theones in the total vehicles on the road, it still might be 10% electric orsomething like that, worldwide.
磨合中持续推进开放近年来,中国对外资开放金融业的实质进展有目共睹。根据央行行长易纲2018年4月份在博鳌论坛期间提出的“宜早不宜迟、宜快不宜慢”的原则,随后在外资机构的持股比例、业务范围等方面有了持续的、大幅度的放开。政策层面放开后,市场和机构立马有所跟进,比如去年将证券、基金等外资持股比例上限放宽至51%,并提出三年后不再设限,随后瑞银就增持瑞银证券,持股至51%。