Special topic: Buffett shareholders' meeting 2024 Sino-American investor reception

gamingcryptocompanies|但斌:在投资的思想上 我们一直在践行巴菲特的理念

On the afternoon of May 4, local time, the 9th Buffett shareholders' meeting hosted by Sina Finance was held at the Marriott Hotel in downtown Omaha. The reception was the largest and most influential investor exchange event during Buffett's shareholders' meeting. Investment elites, leaders of Chinese public and private equity funds and securities firms, and executives of listed companies attended the meeting.GamingcryptocompaniesHad a high-quality conversation.

Dan Bin, chairman and fund manager of Oriental Harbor, attended the meeting and delivered a keynote speech "Rose of time-paying homage to Munger's long-term doctrine and analyzing the future investment journey". But Bin said that in the idea of investment, it has been put into practice all the time.GamingcryptocompaniesHis philosophy. On his 75th birthday, he wrote that Buffett was great not because he had a fortune of $45 billion at the age of 75, but because he understood a lot of things when he was very young and stuck to it for the rest of his life.

The following is a transcript of some of Dan Bin's speeches:

In the idea of investment, in fact, we have been practicing his idea. On his 75th birthday, I wrote that Buffett was great not because he had a fortune of $45 billion at the age of 75, but because he understood a lot of things when he was very young and stuck to it for the rest of his life. Including his recent investment in Japanese trading houses, he has been practicing some of the investment principles he figured out when he was young. Today, a friend of mine in China wrote something saying that Buffett has not outperformed the S & P 500 in the last 20 years. He said this, and I said later, "I personally think that, in fact, Buffett's entire management scale is already equal to that of the US economy. The S & P 500 is mainly 500 major companies in the United States." in fact, Buffett's overall size, following the index itself is actually very great, of course, Apple also accounted for its important contribution. " If there is a God's perspective, if he iterates, not only for Apple, but also for Microsoft, but also for Amazon, his income may be higher. But a person can not be completely God, Buffett today, is already similar to God's perspective. But as far as we are concerned, his spirit of adhering to principles is actually very important. What are we most afraid of when we invest? What I fear most is the change and change of your style. If you change frequently, it will be very difficult for you to achieve anything.