2011.4.5---Michael Steinhardt :巴菲特該走下神壇





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MICHAEL STEINHARDT BLASTS WARREN BUFFETT 4-5-2011
Just after dawn, hedge fund manager Michael Steinhardt appeared on CNBC as the token contrarian in the Titans of Groupthink series. After some pleasantries we hit the 6 minutes mark where the formerly trite narrative experienced a flash crash.
In the most candid discussion of the truth in America, Steinhardt said that "we live in an inland sea of calm waters while surrounding us are turbulent, horrible places," to which everyone nodded soberly in agreement, unaware of what was coming next. "America seems almost as insular as it has in times past," He continued. "America is not the wonderful place it used to be...
Look at the rest of the world compared to America, look what's happening all over and then here the biggest thing we have to worry about is how long it will take Buffett to come down to earth...how long until people like you begin to realize his reality and get off some...cloud."
Yet the smackdown of the Becky Quick/Joe Kernen Buffett-sycophant brigade was the prime attraction by far.
"Here in America's the biggest thing we have to worry about is how long it will take for Buffett to come down to earth where he should have been a long time ago, so people like you begin to realize his reality and get off some cloud."
"What is Buffett's reality,"
"His reality is that he is the greatest PR person of recent times. And he has managed to achieve a snow job that has conned virtually everyone in the press to my knowledge...and is remarkable that he continues to do it."
What he has done, and this is a great measure of the man's wonder, is that he gave away two and a half cents for the first 70 years of his life- he gave away nothing- and then in one fell swoop gave almost all of his money thoughtlessly, to one guy. And from that moment on became the greatest advocate of philanthropy and pitched all the bumbling billionaires to do the same thing.
That takes a special guy having given away nothing and then in one fell swoop 'boom!' he gives it all away and pitches the other yo-yos to give it away too. Now what does that say? I think that's worth reflecting."

邁克爾斯坦哈特笛聲巴菲特2011年4月5日
剛天亮後,對沖基金經理 Michael斯坦哈特出現在CNBC逆勢作為標記群體思維的泰坦系列。經過一番寒暄,我們打了6分鐘,馬克在經歷了前陳腐的敘事閃光崩潰。
在最坦率的討論在美國的真理,斯坦哈特說:“我們生活在一個內海平靜的水域,而我們周圍的動盪,可怕的地方,”,每個人都點點頭表示同意,不知道接下來會是什麼。 “美國似乎是狹隘的,因為它是在過去的時代,”他繼續說。 “美國是不是美妙的地方曾經是...
看看世界其他地區相比,美國,看看發生了什麼,然後在這裡各地的最重要的事情,我們要擔心的是如何長時間才能巴菲特降臨 ...多久,直到人喜歡你開始實現他的一些現實,下車 ...雲。“
然而,SD節目的貝基快速/喬 Kernen巴菲特馬屁精旅的主要景點是遠遠。
“在這裡,在美國的最大的事情,我們要擔心的是如何長時間才能夠把巴菲特降臨,他應該已經在很久以前,人們喜歡你開始明白他的現實,得到了一些雲。 “
“什麼是巴菲特的現實,”
“他的現實是,他是最偉大的公關人員最近倍。而且他已經成功地實現了雪作業已被騙幾乎每個人都在按我的知識 ...而值得注意的是,他繼續這樣做。”
他的所作所為,這是一個偉大的衡量男人的奇蹟,是他給了兩個半美分,前70年,他的生命他放棄了什麼,然後一舉了幾乎所有的他的錢的心思,到了一傢伙。從這一時刻起,成為最大的慈善機構和倡導一切裝模作樣的億萬富翁金字做同樣的事情。
這需要一種特殊的傢伙有什麼,然後贈送一舉'轟!'他把一切都帶走和球場的其他溜溜球給別人了。現在是什麼說的?我認為這是值得反省。“

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「避險基金教父」:巴菲特該走下神壇
加拿大星島日報
2011.4.7
被稱為「全球避險基金教父」和「短線殺手」的邁克爾‧斯坦哈特(Michael Steinhardt)炮轟「股神」巴菲特,稱他是現代最偉大的公關,用巧令言辭(snow job)成功欺騙幾乎所有新聞媒體,巴菲特早該走下神壇。
斯坦哈特接受美國CNBC電視台訪問時突然發表此番言論,他認為美國市場不再精彩,像是一片靜水,環視全世界其他地方正發生那麼多事,而在美國「我們最擔心的卻是到底要多久巴菲特才能走下神壇,多久你們才能認清事實。」
在斯坦哈特看來,巴菲特的公關傳奇在於,「在他人生前70年只捐贈兩分半美元,直至忽然有一天,他草率地決定將幾乎所有錢都給一個人(比爾‧蓋茲),便搖身一變成為世上最偉大的慈善家,更開始游說其他億萬富翁跟隨他的決定。」
新浪財經報道,巴菲特於2006年6月宣布將1000萬股巴郡公司(Berkshire Hathaway)B股捐贈給比爾與梅琳達蓋茲基金會。
2010年12月,比爾‧蓋茲與巴菲特等富豪簽署的《巴比捐款誓言》,承諾至少捐贈一半身家給該慈善基金。
對於備受關注的「索科爾事件」,斯坦哈特認為,在美國其實很普遍,只是巴菲特被抓住便不同尋常了,「這是醜陋的事情」。斯坦哈特續稱,這不是巴菲特幹過的唯一醜事,他將所羅門兄弟前董事長約翰‧古弗蘭(John Gutfreund)掃地出門時,態度一樣惡劣。
巴菲特熱門接班人選大衛‧索科爾(David Sokol)上周突然宣布辭職,而他向巴菲特建議收購路博潤(Lubrizol)前偷步購買後者股份,被華爾街人士質疑涉嫌內幕交易,外界關注巴郡公司內部管治,股神聲譽蒙受陰影。
斯坦哈特是華爾街最成功的基金經理之一,如果在他的旗艦對沖基金斯坦哈特合夥人基金(Steinhardt Partners LP)成立時的1967年投入1萬美元的話,到1995年他退休時,它的價值就已經是481萬美元。

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