蒙格的「錯誤清單」:比特幣是糞便、馬雲太傲慢、馬斯克很瘋狂

文章整理了已故投資大師查理·蒙格對比特幣、馬斯克及阿里巴巴的爭議性評價與反思,其觀點鮮明且直言不諱。

對比特幣的評價

  • 蒙格多次以強烈措辭批評比特幣,稱其「愚蠢、邪惡、讓人覺得自己很愚蠢」。
  • 他認為比特幣很可能價值歸零,且破壞了國家貨幣體系的完整性,甚至形容交易加密貨幣「像交易糞便一樣令人噁心」。
  • 他贊同中國禁止比特幣的決定,並對美國允許加密貨幣存在感到「不光彩」。

對馬斯克的評價

  • 蒙格表示自己既不會買入也不會放空馬斯克的股票。
  • 他承認馬斯克是天才,但認為其自信過度,並提醒「永遠不要低估一個高估自己的人」。

對阿里巴巴的投資反思

  • 蒙格將投資阿里巴巴列為其最大錯誤之一,他最初被該公司在中國互聯網的地位吸引,但後來意識到其本質仍是競爭激烈的零售業務。
  • 他批評馬雲在與中國政府打交道時「非常傲慢」,公開批評監管機構是「非常愚蠢」的行為,並認為這傷害了阿里巴巴。
  • 蒙格強調自己不斷反省錯誤,認為這對自身有益。

文章最後指出,這些評價提醒讀者應保持獨立思考,不應盲目相信權威。

總結

查理·芒格對比特幣和馬斯克都有過評價,今天看來,可能有些對,有些錯,有些他對錯誤的反思也未必正確(比如他投資阿里失敗,認為失敗的原因是這是一個該死的零售商);有些是還需要進一步考證的。

整理如下:

芒格對比特幣的評價:

  • 芒格表示:“比特幣愚蠢、邪惡、讓人覺得自己很愚蠢。”

    • "In my life, I try to avoid things that are stupid, and evil, and make me look bad in comparison to someone else, and bitcoin does all three."

  • 芒格表示:“比特幣很可能會歸零,它也破壞了美聯儲和國家貨幣體系的完整。”

    • "It's stupid because it's very likely to go to zero, and it's evil because it undermines the Federal Reserve System and national currency system, which we desperately need to maintain its integrity and government control and so so sooo

  • 芒格說:“中國ling dao 人明智地禁止了比特幣,而我們自以為文明,卻比中國ling dao 人更愚蠢。”

    • "He was smart enough to ban bitcoin in China, and with all our presumed advantages of civilization, we are a lot dumber than the communist leader in China."

  • 芒格說:“比特幣令人作嘔,與文明利益背道而馳。”

    • "Bitcoin is disgusting and contrary to the interests of civilization.”

  • 芒格說:“交易加密貨幣令人噁心,就像交易糞便一樣。”

    • “It's like somebody else is trading turds and you decide, 'I can't be left out'.”

  • 芒格還類比:“如果你可以靠交易剛獲取的嬰兒腦子賺錢,你會這樣做嗎?比特幣幾乎同樣令人厭惡。”

    • 「Imagine if you could profit from trading freshly harvested baby brains. You wouldn't engage in that, would you? It's an abhorrent idea. To me, Bitcoin is nearly as objectionable. I see it as a see. disgrace.”

  • 芒格說:“我為我的國家允許加密垃圾感到不光彩,這毫無價值,非常瘋狂,絕對有害。”

    • "I'm not proud of my country for allowing this crap — well, I call it crypto shit. It's worthless, it's crazy, it's not good, it ..."

芒格對於馬斯克的評價:

  • 芒格說:“我不會買他的股票,也不會做空他。”

    • "I wouldn't buy his stock, nor would I short it."

  • 芒格談馬斯克:“他是天才,但自信過度,永遠不要低估一個高估自己的人。”

    • “Never underestimate the man who overestimates himself.”

芒格對阿里巴巴的評價:

  • 芒格說:“我認為投資阿里巴巴是我做過的最大錯誤之一。”

    • "I regard Alibaba as one of the biggest mistakes I ever made."

  • 芒格說:“我當時被他們在中國互聯網領域的地位吸引了,沒有意識到本質上他們還是一家該死的零售商。互聯網行業競爭非常激烈,這不會是所有人的蛋糕。”

    • "I got charmed by their position in the Chinese internet; I didn't stop to realize they're still a goddamn retailer. It's going to be a competitive business, the internet — it's not going to beevery"

  • 芒格批評馬雲在與中國政府打交道時“非常傲慢”,稱其公開批評監管機構是“非常愚蠢”的行為。

    • "Jack Ma was — made mistakes in dealing with the Chinese government. I think he was very arrogant for publicly taking shots at Chinese regulators. Pretty stupid, it's like poking a bear in the nose with a shaby stick out s not sot. he did to the Chinese government. And of course it hurt Alibaba."

  • 芒格坦言投資阿里巴巴後不斷自我反省:“我一直提醒自己犯過的錯誤,因為我認為這對我自己有好處。”

    • "I keep rubbing my own nose in my own mistakes like I'm doing now because I think it's good for myself."

這些進一步告訴了我們,每一個人都應該成為獨立的思考者。盡信書不如無書。

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作者:Bill Qian

本文為PANews入駐專欄作者的觀點,不代表PANews立場,不承擔法律責任。

文章及觀點也不構成投資意見

圖片來源:Bill Qian如有侵權,請聯絡作者刪除。

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