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年写给伯克希尔•哈撒韦公司(Berkshire Hathaway)股东的那封著名信件中,沃伦•巴菲特(Warren Buffett)宣称:“当我们持有那些管理出色的优秀企业的股份时,我们青睐的持有期限是无限长。”与此相对照,有一句意思相近的话来自一个志同道合的人:“随着时间的推移,我越来越相信正确的投资方法是:向自己认为有所了解,并且完全信任其管理层的企业投入相当多的资金。”