巴菲特股东大会见闻：投资者不看好Facebook

    罗素称，尽管他看好这只股票，他仍希望巴菲特能更清晰地描绘该公司的未来发展蓝图。“将来由谁决定收购哪家公司？包括那些有伯克希尔旗下公司进行的小规模收购，”罗素称，“我不认为该问题已有明确答案。”

    巴菲特极为公开地支持奥巴马总统对美国最富裕阶层增税，对此盖伯里也有些不满，他认为这会对股价造成负面影响。“他是不是犯了太过政治化的错误？”盖伯里说，“我觉得是。”

    不过，大多数人最热衷于谈论的股票似乎不受这些巴菲特拥趸的青睐。Facebook上周四宣布，本月稍晚些时候完成首次公开募股后，其市值将高达960亿美元，可我采访过的所有投资者都表示无意购买该股。盖伯里是个Twitter用户，他自称根本就没考虑过投资Facebook。格林沃德则说看好Facebook的说法纯属臆测，他认为Facebook不像谷歌等科技公司那样已有明确商业模式，人们高估了该公司近10亿用户的价值。“空气现在有70亿用户了，”格林沃德说，“可投资空气仍是个坏主意。”

    译者：小宇

    Russo said while he likes the stock he would like Buffett to lay out a better picture of what the company will look like in the future. "Who will be in charge of making the call on acquisitions, including the smaller ones done by the individual companies," says Russo. "I still don't think that is clear."

    Gabelli took issue with Buffett's very public backing of President Obama's push to raise taxes on the wealthiest Americans. He thought that was a negative for stock. "Did he make a mistake by getting too political," says Gabelli. "I think so."

    But the stock that most of America was buzzing about appeared not to be on the radar of the Buffett faithful. All of the people I asked about Facebook, which on Thursday indicated it could be worth as much as $96 billion after its initial public offering later this month, said they weren't interested in buying the stock. Gabelli, who uses Twitter, says he hasn't even thought about investing in Facebook. Greenwald said the idea that Facebook was a good investment was pure speculation. He said Facebook's business model was not as well established as say Google's, and said that people were overvaluing the fact that the company has nearly 1 billion users. "Air currently has over 7 billion users," says Greenwald. "And it's a lousy investment."