芒格的“错误清单”:比特币是粪便、马云太傲慢、马斯克很疯狂

已故投资大师查理·芒格曾对多个知名人物和资产发表过尖锐评论,这些观点如今看来有对有错,也包含了他对自身错误的反思。

对比特币的评价

  • 他多次强烈抨击比特币,称其“愚蠢、邪恶、让人觉得自己很傻”,并认为它“很可能会归零”,破坏了国家货币体系。
  • 他将交易加密货币比作“交易粪便”或“交易婴儿脑子”,认为这是“令人作呕”、“疯狂”且“有害”的行为。
  • 他赞赏中国禁止比特币的举措,并认为美国允许其存在是“更愚蠢”的表现。

对埃隆·马斯克的评价

  • 芒格承认马斯克是“天才”,但认为他“自信过度”。
  • 他采取中立态度,表示“既不会买他的股票,也不会做空他”,并提醒“永远不要低估一个高估自己的人”。

对阿里巴巴及马云的看法

  • 他将投资阿里巴巴视为“最大的错误之一”,反思自己被其互联网地位吸引,而忽略了它本质上仍是竞争激烈的零售业务。
  • 他批评马云在与中国政府打交道时“非常傲慢”,公开批评监管机构是“非常愚蠢”的行为,并认为这伤害了阿里巴巴。
  • 芒格表示会不断反省这个错误,认为提醒自己犯过的错“对自己有好处”。

这些观点揭示了芒格作为独立思考者的原则,也提醒投资者:尽信权威不如无书,独立判断至关重要。

总结

查理·芒格对比特币和马斯克都有过评价,今天看来,可能有些对,有些错,有些他对错误的反思也未必正确(比如他投资阿里失败,认为失败的原因是这是一个该死的零售商);有些是还需要进一步考证的。

整理如下:

芒格对比特币的评价:

  • 芒格表示:“比特币愚蠢、邪恶、让人觉得自己很傻。”

    • "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:“比特币很可能会归零,它还破坏了美联储和国家货币体系的完整。”

    • "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 on."

  • 芒格说:“中国 ling dao 人明智地禁止了比特币,而我们自以为文明,却比中国 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."

  • 芒格说:“比特币令人作呕,与文明利益背道而驰。”

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

  • 芒格说:“交易加密货币令人恶心,就像交易粪便一样。”

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

  • 芒格还类比:“如果你可以靠交易刚获取的婴儿脑子赚钱,你会这样做吗?比特币几乎同样令人厌恶。”

    • “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 mix of insanity and immorality. Those promoting it are a disgrace.”

  • 芒格说:“我为我的国家允许加密垃圾感到不光彩,这毫无价值,非常疯狂,绝对有害。”

    • "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 ..."

芒格对于马斯克的评价:

  • 芒格说:“我不会买他的股票,也不会做空他。”

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

  • 芒格谈马斯克:“他是天才,但自信过度,永远不要低估一个高估自己的人。”

    • “Never underestimate the man who overestimates himself.”

芒格对阿里巴巴的评价:

  • 芒格说:“我认为投资阿里巴巴是我做过的最大错误之一。”

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

  • 芒格说:“我当时被他们在中国互联网领域的地位吸引了,没有意识到本质上他们还是一家该死的零售商。互联网行业竞争非常激烈,这不会是所有人的蛋糕。”

    • "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 be a cakewalk for everybody."

  • 芒格批评马云在与中国政府打交道时“非常傲慢”,称其公开批评监管机构是“非常愚蠢”的行为。

    • "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 sharp stick. It's not smart. And Jack Ma got way out of line by popping off the way he did to the Chinese government. And of course it hurt Alibaba."

  • 芒格坦言投资阿里巴巴后不断自我反省:“我一直提醒自己犯过的错误,因为我认为这对我自己有好处。”

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

这些进一步告诉了我们,每一个人都应该成为独立的思考者。尽信书不如无书。

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作者:Bill Qian

本文为PANews入驻专栏作者的观点,不代表PANews立场,不承担法律责任。

文章及观点也不构成投资意见

图片来源:Bill Qian如有侵权,请联系作者删除。

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