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 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