亲爱的投资者,
承认害怕是很困难的。
巴菲特最近告诉一些投资者,他为高科技股彻夜难眠,你可以想象我听到这些会有多么震惊。
刚刚过去的五月,Motley Fool派遣了8名优秀的股票分析师抵达内布拉斯加州奥马哈市,参加Berkshire Hathaway公司的年度股东会议。总裁沃伦·巴菲特和副总裁查理·芒格回答了6个小时的问题。
要注意的是:与会者禁止录像或录音。
我们的分析师团队记下了巴菲特和芒格所说的每一个字,总字数超过了16,000。但是在我阅读会议记录后,发现核心词只有一个:“太危险”。
据估计,仅美国的新兴市场就会超过2万亿美元,当问及巴菲特对此的看法时,他就是用“太危险”这个词回答的。谷歌已经派出部分顶尖的工程师来推动这一趋势。
令人震惊的是,虽然巴菲特感到紧张,但在保守的投资人意识到危机之前,其他的美国人还是可以投资的。
毕马威会计事务所指出,“我们正处于改革的风口浪尖”,“来得比你预想的快”。
甚至连某个MIT的教授都要收回他说的话——“科技股已经超过了电脑科学的能力范畴”。(他最近向华尔街日报承认他对“科技股流行得那么快”表示相信和震惊。)
J.D. Power and Associates调查显示,只有五分之一的美国人对科技股感兴趣,愿意对其投资的人就更少了,不过投资的机会仍在。
想一想有多少神奇的科技股一飞冲天,而你仍在犹豫不决。“那个科技股火起来之前我就知道了,只不过一直没下手啊。”
不要让这种事情发生。现在,应该让你的家人对你说:“真没想到你早早就投资了这个科技股。”
祝你和你的家人收获财富。
大卫·汉森
4 in 5 Americans Are Ignoring Buffett's Warning
By David Hanson
Dear Opportunistic Investor,
Admitting fear is difficult.
So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.
This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video.
Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."
That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend.
The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.
KPMG advises we’re “on the cusp of revolutionary change” coming much “sooner than you think."
Even one legendary MIT professor had to recant his position that the technology was “beyond the capability of computer science.” (He recently confessed to The Wall Street Journal that he’s now a believer and amazed “how quickly this technology caught on.”)
Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity.
Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands."
Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."
Here's to you and your family's wealth,
David Hanson
本文翻译由兄弟财经提供
文章来源http://www.fool.com/investing/general/2015/06/12/4-in-5-americans-are-ignoring-buffetts-warning.aspx?source=eflcnnrf0000001