Greg Abel, the new CEO of Berkshire Hathaway, used his first letter to shareholders to say this about his predecessor Warren Buffett: “Discipline, patience, and judgment define Warren’s investing.” Last week, John Ternus used his first investor call as CEO-elect of Apple to praise his predecessor’s “thoughtfulness, deliberateness and discipline when it comes to the financial decision-making”. This near-perfect echo is non-coincidental. Berkshire and Apple are the two greatest proponents of patience as a corporate strategy.
伯克希尔•哈撒韦(Berkshire Hathaway)新任首席执行官格雷格•阿贝尔(Greg Abel)在他的第一封致股东信中这样评价他的前任沃伦•巴菲特(Warren Buffett)：“纪律、耐心和判断力定义了沃伦的投资方式。”上周，苹果(Apple)候任首席执行官约翰•特努斯(John Ternus)在他的第一次投资者电话会议上，同样称赞他的前任在“财务决策方面的深思熟虑、审慎和自律”。这种几乎如出一辙的表述绝非巧合。伯克希尔•哈撒韦和苹果是将“耐心”视为公司战略的两大最坚定拥护者。