马斯克“飘”了！打起了巴菲特“心头好”的主意？

华尔街见闻2022-04-28

快速拿下twitter后，马斯克“飘”了，打起了可口可乐的主意。北京时间4月28日8点56分，马斯克发推文称：“接下来我要收购可口可乐公司，再把可卡因重新加进去。”该推文一经发布，网友们也“嗨”了。有评论贴出一张1894年首次公开出售的装有3.5克可卡因的可口可乐的图片，让马斯克“把它带回来”。马斯克也积极互动道：“把红牛教训一顿！“（Kicks Red Bull’s ass!）也有网友表示，也...

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精彩评论

股长观阳
2022-04-29
股长观阳
老马的风格一向都是比较嚣张跋扈的
武功再高也怕菜刀
2022-04-29
武功再高也怕菜刀
创始人开始漂了，做空特斯拉没错
- fanbi:
  收购可口可乐不过是一句玩笑话而已
- cunning905:
  那也得有飘的资本，做啥能第一，怎么可能轻易出错
- Helene鸿运当头:
  [财迷]有信心才敢飘

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ass!）也有网友表示，也考虑一下这个……！贝佐斯：听说你要收购twitter？马斯克：亚马逊是下一个。贝佐斯：蛤......马斯克：已加入购物车。各种恶搞推文也来了。有网友贴出一张“山寨”推文，称马斯克的下一个目标是Facebook。还有网友贴出马斯克要去收购麦当劳的恶搞推文，称要把所有的冰淇淋机子都修好。不过，马斯克“辟谣”称：我不是神好吗。“调戏”巴菲特的心头好可口可乐可是“股神”巴菲特的心头好，这就不得不提一下马斯克与巴菲特的往事，四年前，两位新老首富曾经历一场“口水仗”，围绕的正是以可口可乐为代表的护城河公司。2018年5月，马斯克曾在特斯拉财报会上批评巴菲特著名的“护城河”理论，声称“护城河已经站不住脚了”，如果想要抵御对手的入侵，重要的是保持创新节奏，而只靠护城河坚持不了多久。“护城河理论”早在1993年就被巴菲特提出，指的是在行业中具备控制地位的大公司，这些公司的特许权或优势地位难以被复制，因此具备极大的或者说永久的持续经营能力。巴菲特最得意的几项投资，如可口可乐、美国捷运等，就被认为具备护城河的公司。几天之后，巴菲特在伯克希尔股东大会上对马斯克的说法进行了反驳。巴菲特认为，尽管随着科技发展，某些行业的护城河被摧毁的速度有所加快，但并不能说科技足以摧毁每一个行业的护城河。在一些领域，仍然有非常好的护城河存在。他举例说：“埃隆可能会颠覆某些领域。但我认为他不会想在糖果领域与我们较量。”他指的显然是伯克希尔旗下的喜诗糖果（See’s Candies）——这家他已经投资了数十年的糖果公司，一直被认为是巴菲特最伟大的梦幻投资之一。马斯克随后便在推特上有了回应，声称自己正在创办一家糖果公司，并且在评论里强调“我是非常认真的”——不过之后，这事就没了下文。对外界来说，马斯克当时的推特似乎只是一个玩笑。去年末，马斯克接受采访时他才透露，他确实认真考虑过糖果公司这个项目，并认真研究了它的潜力——不过最后放弃了。时隔4年，马斯克这是又想起了当年与巴菲特的较量意犹未尽，又要“调戏”一番巴菲特最爱的可口可乐了吗？说起来，这位新晋首富还不止与巴菲特这一位前首富有互动，上周五，马斯克和“多届首富”比尔·盖茨“又”进行了一场公开对阵。当时马斯克公开在推文中承认，他曾私下“质问”盖茨是不是做空了特斯拉股票。而坊间流传的一张他和盖茨之间的短信截屏据悉内容如下：马斯克：你还有5亿美元的特斯拉空头头寸吗？盖茨：很抱歉，我还没有清仓。我想和你讨论发展慈善事业的可能性。马斯克：对不起，当你还持有大量特斯拉空头头寸时，我没法认真对待你在气候变化方面的慈善事业，毕竟特斯拉在解决气候变化方面做得最多。盖茨在去年接受《纽约时报》采访时曾表示，特斯拉对气候变化所做出的贡献无人能及，低估马斯克并不是一个好主意。但他接着补充说，特斯拉所做的是“简单的东西，比如乘用车”，他强调需要通过在其他领域的努力来为气候变化带来更大的影响。盖茨还提到，如果你只关注那些短期指标，而不是全面的绿色产业增值，那么最长的前期时段都会被错过，这是最难的事情。马斯克此前也曾猜测盖茨可能会做空其公司的股票。但是在去年，当盖茨被CNBC问及是否看空特斯拉时，盖茨表示：我不谈论我的投资，但我认为他（马斯克）应该为自己的成就感到自豪。而盖茨在今年2月接受彭博社采访时还曾表示，他希望自己之前能“更看好特斯拉”。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":618704031,"gmtCreate":1651181993954,"gmtModify":1651181993954,"author":{"id":"3480476883578280","authorId":"3480476883578280","name":"股长观阳","avatar":"https://static.laohu8.com/f83594bbe84ce4a806a66ed77faefb81","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"老马的风格一向都是比较嚣张跋扈的","listText":"老马的风格一向都是比较嚣张跋扈的","text":"老马的风格一向都是比较嚣张跋扈的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618704031","repostId":2230497167,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":618477739,"gmtCreate":1651168529913,"gmtModify":1651168529913,"author":{"id":"3459288517219911","authorId":"3459288517219911","name":"武功再高也怕菜刀","avatar":"https://static.tigerbbs.com/c1907a747785e5945927b1656d4082e9","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"创始人开始漂了，做空特斯拉没错","listText":"创始人开始漂了，做空特斯拉没错","text":"创始人开始漂了，做空特斯拉没错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/618477739","repostId":2230497167,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7381747,"gmtCreate":1651195545691,"gmtModify":1651195545691,"authorId":3571296149644502,"author":{"id":3571296149644502,"authorId":3571296149644502,"name":"fanbi","avatar":"https://static.tigerbbs.com/33878aa20c67c5e770d53bd12b6949c7","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.06","exceedPercentage":"93.57%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":618477739,"type":1,"supId":0,"prevId":0,"content":"收购可口可乐不过是一句玩笑话而已","text":"收购可口可乐不过是一句玩笑话而已","html":"收购可口可乐不过是一句玩笑话而已"},{"id":7380985,"gmtCreate":1651171848158,"gmtModify":1651171848158,"authorId":3518502200653476,"author":{"id":3518502200653476,"authorId":3518502200653476,"name":"cunning905","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":618477739,"type":1,"supId":0,"prevId":0,"content":"那也得有飘的资本，做啥能第一，怎么可能轻易出错","text":"那也得有飘的资本，做啥能第一，怎么可能轻易出错","html":"那也得有飘的资本，做啥能第一，怎么可能轻易出错"},{"id":7380961,"gmtCreate":1651168847314,"gmtModify":1651168847314,"authorId":3559612973487765,"author":{"id":3559612973487765,"authorId":3559612973487765,"name":"Helene鸿运当头","avatar":"https://static.tigerbbs.com/5aa3943532d06420a2db5674e7588a84","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":618477739,"type":1,"supId":0,"prevId":0,"content":"[财迷]有信心才敢飘","text":"[财迷]有信心才敢飘","html":"[财迷]有信心才敢飘"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":10,"commentSize":2,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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