親愛的投資者,
承認害怕是很困難的。
巴菲特最近告訴一些投資者,他為高科技股徹夜難眠,你可以想象我聽到這些會有多麼震驚。
剛剛過去的五月,Motley Fool派遣了8名優秀的股票分析師抵達内佈拉斯加州奧馬哈市,參加Berkshire Hathaway公司的年度股東會議。總裁沃倫·巴菲特和副總裁查理·芒格回答了6個小時的問題。
要註意的是:與會者禁止錄像或錄音。
我們的分析師團隊記下了巴菲特和芒格所說的每一個字,總字數超過了16,000。但是在我閱讀會議記錄後,發現核心詞只有一個:“太危險”。
據估計,僅美國的新興市場就會超過2萬億美元,當問及巴菲特對此的看法時,他就是用“太危險”這個詞回答的。谷歌已經派出部分頂尖的工程師來推動這一趨勢。
令人震驚的是,雖然巴菲特感到緊張,但在保守的投資人意識到危機之前,其他的美國人還是可以投資的。
畢馬威會計事務所指出,“我們正處於改革的風口浪尖”,“來得比你預想的快”。
甚至連某個MIT的教授都要收回他說的話——“科技股已經超過了電腦科學的能力範疇”。(他最近向華爾街日報承認他對“科技股流行得那麼快”表示相信和震驚。)
J.D. Power and Associates調查顯示,只有五分之一的美國人對科技股感興趣,願意對其投資的人就更少了,不過投資的機會仍在。
想一想有多少神奇的科技股一飛沖天,而你仍在猶豫不決。“那個科技股火起來之前我就知道了,只不過一直沒下手啊。”
不要讓這種事情發生。現在,應該讓你的家人對你說:“真沒想到你早早就投資了這個科技股。”
祝你和你的家人收獲財富。
大衛·漢森
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
本文翻譯由兄弟財經提供
文章來源http://www.fool.com/investing/general/2015/06/12/4-in-5-americans-are-ignoring-buffetts-warning.aspx?source=eflcnnrf0000001