巴菲特2012年新年盯上谷歌

    沃伦•巴菲特圣诞节期间列出的愿望清单里有哪些公司上榜？

    这个秘密已经泄露。

    这位伯克希尔哈撒韦公司（Berkshire Hathaway）的董事长发布了一张自己的照片。他坐在圣诞老人的膝盖上，钦点了几家公司的名字。显然，他相信这些公司将成为2012年值得持有的优质股票。

    巴菲特在 “圣诞2011”这个标题下列出了埃克森美孚（Exxon Mobil）和富国银行（Wells Fargo）——他已经持有了这两家公司的股份——以及谷歌（Google）的名字。没有公开记录显示巴菲特曾经持有谷歌的股票。

    这是否意味着，巴菲特这位一向都不愿投资硅谷公司的奥马哈先知（Oracle of Omaha）现在已经将目光瞄准了谷歌？

    巴菲特在邮件中回答说：“我再给出清淡的时候并没有仔细考虑，只是选择了我们已经‘完全’持有的公司，然后再天马行空地想出其他公司的名字添加进去，其中带着点荒唐。我希望这份名单传达出这样一个信息：名单上的这些公司我希望能完全持有，而不只是持有部分股份。”

    完全持有埃克森美孚和谷歌？听起来确实有点荒谬，但我们不能指责这位将伯克希尔哈撒韦公司打造成美国第七大公司的人痴心妄想。

    巴菲特所说的伯克希尔哈撒韦公司“完全持有”的公司是指政府员工保险公司（GEICO）、BNSF铁路公司（BNSF Railway）和2003年巴菲特从沃尔玛（Wal-Mart）手中购得的配送巨头麦克莱恩公司（McLane）。

    至于圣诞名单上的最后一个名字“Youth Pills（致查理）”，这里巴菲特指的是查理•芒格。他是巴菲特的长期商业伙伴，在新年那天年满88岁。巴菲特相对年轻，年龄为81岁。

    至于让巴菲特坐在大腿上的那个圣诞老人是谁？他名叫迈克尔•威廉，是沃伦•巴菲特之女苏西•巴菲特一个好朋友的兄弟。每年圣诞节的时候，威廉都会把自己的胡子染色扮成圣诞老人，给巴菲特一家的年轻人带去欢乐——我们猜其中也包括了沃伦•巴菲特。

    译者：千牛絮

    What companies did Warren Buffett put on his wish list for Santa Claus?

    The secret is out.

    The Berkshire Hathaway (BRKA) chief sent a photo of himself, perched on Santa's lap, and named several companies that he apparently believes will be great stocks to own in 2012.

    Under the header, "Santa - 2011," Buffett listed Exxon Mobil (XOM), Wells Fargo (WF)--both companies in which he already owns shares--and Google (GOOG). No public records indicate that Buffett has ever owned Google stock.

    Does this mean that the Oracle of Omaha, who has mostly shunned investments in Silicon Valley, now has his sights set on Google?

    Buffett answered in an email: "I just wrote out the list without much thought except to pick companies that we already owned as 'completed' and then just pulled the other names out of a hat--with an eye toward ridiculousness. The implication I hoped was that they were on a list designating those I hoped to own in their entirety, not just shares."

    Hmm, owning Exxon Mobil and Google in their entirety does sound a bit ridiculous. But you can't accuse the man who built Berkshire Hathaway into America's seventh-largest company of thinking small.

    Those "completed" companies that Buffett says Berkshire already owns in their entirety are GEICO, BNSF Railway, and McLane, a distribution giant that he bought from Wal-Mart (WMT) in 2003.

    As for the last item on his Christmas list, "Youth Pills (for Charlie)," here Buffett is referring to Charlie Munger, his longtime business partner who turned 88 on New Years Day. Buffett is a relatively youthful 81.

    And who is this Santa, upon whose lap Buffett sits? That is Michael Wilhelm, the brother of a good friend of Susie Buffett, Warren's daughter. Every Christmas, Wilhelm dyes his beard to play Santa and entertain the young 'uns in the Buffett crew--including Warren, we guess.