2023年5月23日 星期二

2023年Berkshire Hathaway股東大會-下午場 (Section 6~10)

本篇文章收錄2023年Berkshire Hathaway股東會下午場第6~10節原文(下午場總共25小節)、繁體中文翻譯、會議摘要,除了OT供自己學習外,也分享給有興趣的朋友們。

6. ‘You should write your obituary and then try and figure out how to live up to it’

7. ‘Tough problem’ when family members are negative

8. Why are Garanimals only sold at Walmart?

9. Paramount Global faces tough competition in streaming

10. ‘Our record in wind and solar has not been topped by any utility’

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2023年5月22日 星期一

2023年Berkshire Hathaway股東大會-下午場 (Section 1~5)

本篇文章收錄2023年Berkshire Hathaway股東會下午場第1~5節原文(下午場總共25小節)、繁體中文翻譯、會議摘要,除了OT供自己學習外,也分享給有興趣的朋友們。

1. Washington should explicitly guarantee all U.S. bank deposits

2. Buffett: CEOs of failed banks should be punished

3. Aside from Bank of America, Berkshire is being cautious on bank stocks

4. It is ‘madness to keep printing money’

5. Buffet would have preferred to buy more of Pilot earlier, but it wasn’t for sale

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2023年5月20日 星期六

2023年Berkshire Hathaway股東大會-上午場(Section 26~32)

本篇文章收錄2023年Berkshire Hathaway股東會上午場第26~32節原文(上半場總共32小節)、繁體中文翻譯、會議摘要,除了OT供自己學習外,也分享給有興趣的朋友們。

26. ‘I feel better about the capital we’ve deployed in Japan than Taiwan’

27. Ben Graham’s great investment book is still popular

28. GEICO is talking to carmakers about selling insurance in the showroom

29. Index funds are ‘backing off’ from using voting power

30. Buffett: Greg Abel ‘understands capital allocation as well as I do’

31. Munger has two words for COVID vaccine skeptic

32. ‘It’s hard to judge successor management in a really good business’ like Berkshire

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2023年Berkshire Hathaway股東大會-上午場(Section 21~25)

本篇文章收錄2023年Berkshire Hathaway股東會上午場第21~25節原文(上半場總共32小節)、繁體中文翻譯、會議摘要,除了OT供自己學習外,也分享給有興趣的朋友們。

21. Jain is happy with property catastrophe reinsurance portfolio

22. ‘We don’t get smarter’ but ‘we get a little wiser’

23. Why Buffett invested billions in Japanese ‘trading houses’

24. Apple is a ‘better business’ than any Berkshire company

25. U.S. and China both need to reduce ‘stupid, stupid, stupid’ economic tensions

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2023年5月18日 星期四

2023年Berkshire Hathaway股東大會-上午場(Section 16~20)

本篇文章收錄2023年Berkshire Hathaway股東會上午場第16~20節原文(上半場總共32小節)、繁體中文翻譯、會議摘要,除了OT供自己學習外,也分享給有興趣的朋友們。

16. Berkshire utilities focusing on clean energy but coordinated national effort is needed

17. Abel will decide on next generation of Berkshire managers

18. America has too much ‘tribalism’

19. No corporate raider will have enough money to target Berkshire after Buffett

20. Stories about finding Ajit Jain and Ben Rosner’s Chicago submarine

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2023年Berkshire Hathaway股東大會-上午場(Section 11~15)

本篇文章收錄2023年Berkshire Hathaway股東會上午場第11~15節原文(上半場總共32小節)、繁體中文翻譯、會議摘要,除了OT供自己學習外,也分享給有興趣的朋友們。

11. Munger: Commercial real estate downturn will be ‘quite significant and quite unpleasant’

12. ′ What gives you opportunities is other people doing dumb things’

13. AIG liability assumption deal is turning out to be ‘good but not great’

14. Never write a will without input from your children

15. BNSF takes derailments ‘incredibly seriously’

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2023年5月17日 星期三

2023年Berkshire Hathaway股東大會-上午場(Section 6~10)

本篇文章收錄2023年Berkshire Hathaway股東會上午場第6~10節原文(上半場總共32小節)、繁體中文翻譯、會議摘要,除了OT供自己學習外,也分享給有興趣的朋友們。

6. We’ve never made an emotional investing decision

7. Jain: GEICO’s technology is ‘still a work in progress’

8. Abel: BNSF continues to work on efficiency and safety improvements

9. Todd Combs doing ‘wonderful job’ running GEICO

10. Munger on AI: ‘Old-fashioned intelligence works pretty well’

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2023年Berkshire Hathaway股東大會-上午場(Section 1~5)

本篇文章收錄2023年Berkshire Hathaway股東會上午場第1~5節原文(上半場總共32小節)、繁體中文翻譯、以及會議摘要,除了OT供自己學習外,也分享給有興趣的朋友們。

1. Berkshire’s own ‘King Charles’

2. Directors introduced

3. The woman who organized the whole thing

4. Most Berkshire businesses will report lower earnings next year

5. Failure to guarantee Silicon Valley Bank’s deposits would have been ‘catastrophic’

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2023年5月7日 星期日

AI繪圖練習(使用Midjourney) - 鳳冠

本篇以「鳳冠」為主題用Midjourney練習AI繪圖。臉部原始模型來自於Amanda,選出十個練習狀況比較好的圖片分享。OT有看過更為精緻的圖片,還需要再加以練習。


2023年5月3日 星期三

讀《21世紀諾貝爾經濟學獎》- 關於2001年諾貝爾經濟學獎的延伸閱讀

2001年諾貝爾經濟學獎由喬治·阿克洛夫(George Akerlof)、麥可·史彭斯(Michael Spence)和喬瑟夫·史迪格里茲(Joseph Stiglitz)三位經濟學家共同獲得,以表彰他們對信息不對稱環境下的市場行為與機制研究所做的貢獻。

本圖取自:博客來網路書店