printmgr file (berkshirehathaway.com) 1. 查理芒格在23年年底接近100岁生日去世。巴菲特失去了多年的良师益友和生意伙伴; 2. 几处提及2008,仍然会像在当年一样准备足够现金出手买入低估的好股票买入美国; 3. 美国能源从70年代依赖国外,到现今自给自足。oxy被特别提到。 4. 2023年伯克希尔输给标普500:15.8% v. 26.3% 1999 ........................................................................ (19.9) 21.0 2000 ........................................................................ 26.6 (9.1) 2001 ........................................................................ 6.5 (11.9) 2002 ........................................................................ (3.8) (22.1) 2003 ........................................................................ 15.8 28.7 2004 ........................................................................ 4.3 10.9 2005 ........................................................................ 0.8 4.9 2006 ........................................................................ 24.1 15.8 2007 ........................................................................ 28.7 5.5 2008 ........................................................................ (31.8) (37.0) 2009 ........................................................................ 2.7 26.5 2010 ........................................................................ 21.4 15.1 2011 ........................................................................ (4.7) 2.1 2012 ........................................................................ 16.8 16.0 2013 ........................................................................ 32.7 32.4 2014 ........................................................................ 27.0 13.7 2015 ........................................................................ (12.5) 1.4 2016 ........................................................................ 23.4 12.0 2017 ........................................................................ 21.9 21.8 2018 ........................................................................ 2.8 (4.4) 2019 ........................................................................ 11.0 31.5 2020 ........................................................................ 2.4 18.4 2021 ........................................................................ 29.6 28.7 2022 ........................................................................ 4.0 (18.1) 2023 ........................................................................ 15.8 26.3 Compounded Annual Gain – 1965-2023 ........................................... 19.8% 10.2% Overall Gain – 1964-2023 ...................................................... 4,384,748% 31,223% Note: Data are for calendar years with these exceptions: 1965 and 1966, year ended 9/30; 1967, 15 months ended 12/31 |