巴菲特会犯错误,芒格也一样,来自2023 Daily Journal 芒格问答:$比亚迪(SZ002594)$ $阿里巴巴(BABA)$ $伯克希尔-哈撒韦A(BRK.A)$
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I regard Alibaba as one of the biggest mistake. In thinking about alibaba I got charmed with the idea of their position on the Chinese internet.I didn’t stop to realize that they are still god damned retailer. It’s going be a very competitive business in the internet and it’s not going to be cake-walk for everybody.
一位在北美读了十年书的人的翻译:我认为阿里巴巴是我最错误的投资选择之一。当初考虑阿里巴巴的时候,我被它在中国互联网领先的地位吸引,却没有想清楚它始终还是一个零售商。零售业即使在互联网上也是竞争很大的。在这行做生意不会像拿免费蛋糕那么简单。