Warren Buffett speaks with Florida University

章节 1：格雷厄姆-巴菲特课程项目的缘起与嘉宾介绍

📝 本节摘要：

本节由佛罗里达大学代表Dr. Lori开场，介绍了“格雷厄姆-巴菲特”证券分析课程设立的背景及其对学院的重要性。随后，校友Mason Hawkins上台回顾了往昔，并隆重介绍了当天的重磅嘉宾——被誉为“毕生最佳长期投资者”的沃伦·巴菲特。

[原文] [Dr. Lori]: that allowed us to set up the Graham Buffett concentration in security analysis at the University of Florida College of Business and we're honored that Mr Buffett has agreed to come and lend his name to this concentration the Graham Buffett course sequence is important to this college because it enables us to attract students who want this perspective on investing and the managing of Corporations a perspective that has been successfully employed by Mr Buffett Mr Hawkins and before them Benjamin Graham this perspective is quite simple but sometimes lost in the complexity of our University analysis

[译文] [Dr. Lori]: 这使得我们在佛罗里达大学商学院设立了“格雷厄姆-巴菲特”证券分析专业方向，我们感到非常荣幸，巴菲特先生同意前来并将其名字授予这一专业方向。格雷厄姆-巴菲特系列课程对本学院至关重要，因为它使我们能够吸引那些渴望掌握这种投资与企业管理视角的学生。这种视角已被巴菲特先生、霍金斯先生（Mr. Hawkins）以及在他们之前的本杰明·格雷厄姆（Benjamin Graham）成功运用。这种视角非常简单，但有时却在我们大学分析的复杂性中被遗忘了。

[原文] [Dr. Lori]: the perspective is that you have to understand the underlying economics of the businesses you invest in work in you have to be cleare eyed and not be swayed by the crowds or the passing fancies of the moment and you have to learn and stick to disciplined principles of business valuation in the long run this disciplined approach will more often than not bring success or perhaps just as important avoid spectacular failures hopefully here at the University of Florida we can successfully convey those principles to our students and create a program that attracts the very best people and in time the very best employers as well so we thank Mr Hawkins for his gift and for creating this environment that makes it possible for a man like ruren Buffett to come to our University and share his thoughts with us today so without any more conversation let me introduce to you Mason Hawkins

[译文] [Dr. Lori]: 这种视角就是：你必须理解你投资或从事业务的底层经济逻辑；你必须目光敏锐，不被人群或当下的狂热所左右；你必须学习并坚持严格的商业估值原则。从长远来看，这种自律的方法往往会带来成功，或者同样重要的是，能避免灾难性的失败。希望在佛罗里达大学，我们要么能成功地将这些原则传授给学生，并创建一个能吸引最优秀人才的项目，假以时日也能吸引最优秀的雇主。因此，我们感谢霍金斯先生的捐赠，感谢他创造了这样的环境，使沃伦·巴菲特这样的人能够来到我们大学分享他的思想。那么不再多言，让我向大家介绍梅森·霍金斯（Mason Hawkins）。

[原文] [Mason Hawkins]: thanks a lot uh Dr Lori um I've got a prepared thing or two to say but before I started I wanted to just say that looking around this audience it's a huge improvement from when Dan Connell and wit storm and some of the rest of us were here uh this this group's been greatly upgraded um as a Florida uh graduate living in the state of Tennesseee um it's uh it's been a it's been quite an experience um and so I can say without without any exaggeration it's great to be back in Gator Country especially after our little sojourn to the city of Knoxville not too long ago um if I ever hear Rocky Top again it's going to be one time too many uh these are exciting times for Value investors uh they're very exciting times to be uh University of Florida graduate business student today

[译文] [Mason Hawkins]: 多谢，Dr. Lori。我本来准备了一两句讲稿，但在开始之前，我想说，环顾在座的各位观众，这比当年Dan Connell、Whit Storm和我们要在这儿的时候强太多了。这个群体的素质已经大大提升了。作为一名居住在田纳西州的佛罗里达大学毕业生，这真是一段特别的经历。所以我可以毫不夸张地说，回到“短吻鳄之乡”（Gator Country，指佛罗里达大学）真好，尤其是在我们不久前去诺克斯维尔市（Knoxville）逗留了一阵之后。如果我再听到《Rocky Top》（田纳西大学的非官方校歌）这首歌，那绝对是听得太多了。对于价值投资者来说，现在是激动人心的时刻；对于今天的佛罗里达大学商学院研究生来说，这也是非常激动人心的时刻。

[原文] [Mason Hawkins]: we're extremely fortunate and grateful to have a very special guest to share his many many insights with us he's someone i' I've admired tremendously for the last 30 years um in additionally he is a person I think each of us could pattern Our Lives after uh as a role model uh even if he even though he happens to be uh an avid Nebraska corn husker uh and we've got our scars for that too um it's my honor as well as my privilege to welcome our lifetime's best long-term investor Mr Warren Buffett

[译文] [Mason Hawkins]: 我们非常幸运且感激能邀请到一位非常特别的嘉宾来与我们要分享他的许多见解。他是我过去30年来极其钦佩的人。此外，我认为他是一个我们每个人都可以效仿的人生楷模，即便他恰好是一个狂热的内布拉斯加大学玉米剥皮机队（Cornhusker）的球迷——我们对此也有过惨痛的记忆。我很荣幸，也非常自豪能欢迎我们毕生最佳的长期投资者，沃伦·巴菲特先生。