芒格的“錯誤清單”：比特幣是屎、馬雲太傲慢、馬斯克很瘋狂

查理·芒格對比特幣和馬斯克都有過評價，今天看来，可能有些對，有些錯，有些他對錯誤的反思也未必正確（比如他投資阿里失敗，認為失敗的原因是這是一個該死的零售商）；有些是還需要進一步考證的。

整理如下：

芒格對比特幣的評價：

• 芒格表示：“比特幣愚蠢、邪惡、讓人覺得自己很傻。”

• “In my life, I try to avoid things that are stupid, and evil, and make me look bad in comparison to someone else, and bitcoin does all three.”

• 芒格表示：“比特幣很可能會歸零，它還破壞了美聯儲和國家貨幣體系的完整。”

• “It’s stupid because it’s very likely to go to zero, and it’s evil because it undermines the Federal Reserve System and national currency system, which we desperately need to maintain its integrity and government control and so on.”

• 芒格說：“中國領導人明智地禁止了比特幣，而我們自以為文明，卻比中國領導人更愚蠢。”

• “He was smart enough to ban bitcoin in China, and with all our presumed advantages of civilization, we are a lot dumber than the communist leader in China.”

• 芒格說：“比特幣令人作嘔，與文明利益背道而馳。”

• "Bitcoin is disgusting and contrary to the interests of civilization.”

• 芒格說：“交易加密貨幣令人噁心，就像交易糞便一樣。”

• “It’s like somebody else is trading turds and you decide, ‘I can’t be left out’.”

• 芒格還類比：“如果你可以靠交易剛獲取的嬰兒腦子賺錢，你會這樣做嗎？比特幣幾乎同樣令人厭惡。”

• “Imagine if you could profit from trading freshly harvested baby brains. You wouldn’t engage in that, would you? It’s an abhorrent idea. To me, Bitcoin is nearly as objectionable. I see it as a mix of insanity and immorality. Those promoting it are a disgrace.”

• 芒格說：“我為我的國家允許加密垃圾感到不光彩，這毫無價值，非常瘋狂，絕對有害。”

• “I’m not proud of my country for allowing this crap — well, I call it crypto shit. It’s worthless, it’s crazy, it’s not good, it …”

芒格對馬斯克的評價：

• 芒格說：“我不會買他的股票，也不會做空他。”

• “I wouldn’t buy his stock, nor would I short it.”

• 芒格談馬斯克：“他是天才，但自信過度，永遠不要低估一個高估自己的人。”

• “Never underestimate the man who overestimates himself.”

芒格對阿里巴巴的評價：

• 芒格說：“我認為投資阿里巴巴是我做過的最大錯誤之一。”

• “I regard Alibaba as one of the biggest mistakes I ever made.”

• 芒格說：“我當時被他們在中國互聯網領域的地位吸引了，沒有意識到本質上他們還是一家該死的零售商。互聯網行業競爭非常激烈，這不會是所有人的蛋糕。”

• “I got charmed by their position in the Chinese internet; I didn’t stop to realize they’re still a goddamn retailer. It’s going to be a competitive business, the internet — it’s not going to be a cakewalk for everybody.”

• 芒格批評馬雲在與中國政府打交道時“非常傲慢”，稱其公開批評監管機構是“非常愚蠢”的行為。

• “Jack Ma was — made mistakes in dealing with the Chinese government. I think he was very arrogant for publicly taking shots at Chinese regulators. Pretty stupid, it’s like poking a bear in the nose with a sharp stick. It’s not smart. And Jack Ma got way out of line by popping off the way he did to the Chinese government. And of course it hurt Alibaba.”

• 芒格坦言投資阿里巴巴後不斷自我反省：“我一直提醒自己犯過的錯誤，因為我認為這對我自己有好處。”

• “I keep rubbing my own nose in my own mistakes like I’m doing now because I think it’s good for myself.”

這些進一步告訴了我們，每一個人都應該成為獨立的思考者。盡信書不如無書。