In his famous letter to Berkshire Hathaway shareholders in 1988, Warren Buffett declared: “When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever.” Compare this statement, apparently from a kindred spirit: “As time goes on, I get more and more convinced that the right method in investment is to put fairly large sums into enterprises which one thinks one knows something about and in the management of which one thoroughly believes.”
在1988年寫給伯克希爾?哈撒韋公司(Berkshire Hathaway)股東的那封著名信件中,沃倫?巴菲特(Warren Buffett)宣稱:“當我們持有那些管理出色的優秀企業的股份時,我們青睞的持有期限是無限長。”與此相對照,有一句意思相近的話來自一個志同道合的人:“隨著時間的推移,我越來越相信正確的投資方法是:向自己認為有所了解,并且完全信任其管理層的企業投入相當多的資金。”