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“要买下可口可乐”!马斯克又盯上新目标?巴菲特答应吗?

“I want to buy Coca Cola”! Is Musk on new goals again? Will Buffett agree?

華爾街見聞 ·  Apr 28, 2022 13:01

Source: Wall Street

After publicly mocking Gates, Musk "flirted" Buffett's favorite Coca-Cola Company?

After quickly winning the twitter, Musk "gone with the wind" and made up the idea of Coca-Cola Company.

At 08:56 on April 28th, Musk tweeted: "next I'm going to buy Coca-Cola Company and add cocaine back in." "

As soon as the tweet was posted, netizens were also "high".

One comment posted a picture of Coca-Cola Company, who was first sold publicly in 1894, containing 3.5g of cocaine and asked Musk to "bring it back". Musk also interacted positively: "teach Red Bull a lesson!" "(Kicks Red Bull's ass!)

Some netizens also said that they should also consider this.!

Bezos: I hear you want to buy twitter?

Musk: Amazon.Com Inc is next.

Bezos: clam.

Musk: has joined the shopping cart.

All kinds of parody tweets are also coming. Some netizens posted a "copycat" tweet, saying that Musk's next target was Facebook Inc.

Other netizens posted a spoof tweet that Musk was going to buy McDonald's Corp, saying that all the ice cream machines would be repaired.

However, Musk "refuted the rumor": I am not a god, okay?

"flirting" Buffett has a good heart.

Coca-Cola Company is the "god of stock" Buffett has a good heart, which has to mention the past between Musk and Buffett.Four years ago, the two richest men, both new and old, experienced a "war of words" around the moat company represented by Coca-Cola Company.

In May 2018, Musk criticized Buffett's famous "moat" theory at Tesla, Inc. 's earnings conference, claiming that "the moat is no longer tenable" and that if you want to resist the invasion of opponents, it is important to maintain the pace of innovation. The moat alone won't last long.

The "moat theory" was put forward by Buffett as early as 1993, which refers to the large companies with a controlling position in the industry, whose franchise or dominant position is difficult to be copied, so they have great or permanent sustainable operating capacity. Buffett's most proud investments, such as Coca-Cola Company and American Rapid Transit, are considered to have a moat.

A few days later, Buffett refuted Musk's claim at the Berkshire shareholders' meeting. Buffett believes that although the moat in some industries has been destroyed faster with the development of science and technology, it cannot be said that technology is enough to destroy the moat in every industry. In some areas, there are still very good moats.

"Elon may subvert certain areas," he said, for example. But I don't think he wants to compete with us in the candy field. He was clearly referring to Berkshire's See's Candies, the confectionery company he has invested in for decades, which has been considered one of Buffett's greatest dream investments.

Musk then responded on Twitter, claiming that he was starting a candy company and stressed in his comments that "I am very serious"-but then it was over. To the outside world, Musk's Twitter seemed like a joke.

In an interview late last year, Musk revealed that he did seriously consider the candy company project and studied its potential-but finally gave up.

Four years later, Musk thought of the contest with Buffett, and wanted to "flirt" Buffett's favorite Coca-Cola Company?

Speaking of, the new richest man is not just interacting with Buffett. Musk had another public battle with Bill Gates, the richest man for many years, on Friday.

At that time, Musk publicly admitted in a tweet that he had privately "questioned" Gates whether he had shorted Tesla, Inc. shares.

It is reported that a screenshot of a text message between him and Gates circulated in the community is as follows:

Musk: do you still have a short position of $500 million in Tesla, Inc.?

Gates: I'm sorry, I haven't cleared the stock yet. I want to discuss with you the possibility of developing philanthropy.

Musk: sorry, I can't take your philanthropy on climate change seriously when you still have a lot of short positions in Tesla, Inc.. After all, Tesla, Inc. has done the most to address climate change.

Gates said in an interview with the New York Times last year that Tesla, Inc. 's contribution to climate change is unparalleled and that it is not a good idea to underestimate Musk.

But he added that what Tesla, Inc. did was "simple things, such as passenger cars," and stressed the need to make efforts in other areas to have a greater impact on climate change.

Gates also mentioned that if you only focus on those short-term indicators, rather than the overall appreciation of the green industry, then the longest upfront period will be missed, which is the most difficult thing.

Musk had previously speculated that Gates might short his company's stock. But last year, when Gates was asked by CNBC if he was bearish on Tesla, Inc., Gates said:

I don't talk about my investment, but I think he (Musk) should be proud of his achievements.

Gates also said in an interview with Bloomberg in February that he wished he had been "more bullish on Tesla, Inc.."

Edit / Corrine

The translation is provided by third-party software.


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