チャーリー・マンガー質疑応答(於デイリージャーナル株主総会2013/2/6)
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- いいね！0
Alex Rubalcava
@AlexRubalcava
"I don't want to compete with 180,000 young Chinese. I'd rather partner with them." -- Munger on BYD.
2013-02-07 04:23:40
Alex Rubalcava
@AlexRubalcava
Crazy shareholder asking serial questions on DJCO software division.
2013-02-07 04:38:27
Alex Rubalcava
@AlexRubalcava
Serial questions about DJCO software biz from one shareholder.
2013-02-07 04:39:55
Alex Rubalcava
@AlexRubalcava
Charlie claiming he was once young. Audience skeptical.
2013-02-07 04:42:27
Alex Rubalcava
@AlexRubalcava
"Why have you chosen not to disclose what's in the DJCO investment portfolio?" -- question on everyone's mind, just got asked
2013-02-07 04:50:03
Alex Rubalcava
@AlexRubalcava
"Many of you have already figured out what's in our investment portfolio." -- Munger
2013-02-07 04:51:02
Alex Rubalcava
@AlexRubalcava
Charlie going on his usual paean to hardworking disciplined Chinese workers.
2013-02-07 04:52:23
Alex Rubalcava
@AlexRubalcava
"It's insane for any state not to be user friendly to the elderly rich." -- Munger
2013-02-07 04:57:25
Alex Rubalcava
@AlexRubalcava
"I think California's systems are stark raving mad." -- Munger. But he says he won't move across the street to save on taxes
2013-02-07 04:58:47
Alex Rubalcava
@AlexRubalcava
Charlie just recommended a physics and astronomy book called "Something Out of Nothing."
2013-02-07 04:59:44
Alex Rubalcava
@AlexRubalcava
Correction: book is "A Universe out of Nothing" by Lawrence Krause.
2013-02-07 05:01:56
Alex Rubalcava
@AlexRubalcava
Munger bearish on retailing. He just switched from name brand toothpaste to Kirkland Signature.
2013-02-07 05:05:28
Alex Rubalcava
@AlexRubalcava
"He wanted to hear somebody else say what he already believes. We should go to the Catholic Church." -- Munger, to a questioner.
2013-02-07 05:06:41
Alex Rubalcava
@AlexRubalcava
Question: have you changed your investment philosophy due to macro concerns? Munger: nope!
2013-02-07 05:07:25
Alex Rubalcava
@AlexRubalcava
Warren Buffett recommended a book to Todd Combs. Now being discussed at DJCO meeting. Called "The Outsiders".
2013-02-07 05:09:54
Alex Rubalcava
@AlexRubalcava
"The Outsiders" by Thorndike recommended by Charlie with enthusiasm.
2013-02-07 05:11:14
Alex Rubalcava
@AlexRubalcava
Charlie talking about pricing power as the mark of a great investment.
2013-02-07 05:11:38