Intro

Mohnish 今年上了 Shaan Puri 的 Podcast, 这个采访仅在 Youtbube 的播放量 为 2. 4M, 当然除了 Mohnish 本身的影响力之外 (aka. indian Warren Buffett, 现在管理 ~ 1B的钱),另外采访的内容也很精彩,本身围绕着自己的投资理念 (参考读书笔记:Book: The Dhando Investor ),也谈及了他和巴菲特及芒格的个人友谊。

其中有个关于 Being a harsh grader 的故事非常有意思。来自于Mohnish 对 Warren 的请教:

I've heard the tidbit, but I want to hear the full story, which was he said something about being a harsh grader of people.

我听说了一些片段,但我想听完整的故事,那就是他说了一些对人严格的要求

I said, Warren, both you and Charlie are such good judges of humans and human nature. Were you always that good at figuring people out? So he says to me, Mohnish, you're mistaken.

我说 沃伦 你和查理都很会察言观色,你一直都这么会看人吗?他对我说,莫尼什,你错了。

I am useless at figuring people out. He said, if you put me in a cocktail party with a hundred people, and you gave me five or 10 minutes to meet each person, I could tell you Three or four people exceptional.

我在识人方面一无是处, 如果你让我参加一个有一百人的鸡尾酒会,给我五分钟或十分钟来认识每个人,我可以告诉你有三四个人出类拔萃。

And I could tell you three or four people you want nothing to do with. And the remaining 92, I would have no opinion on because not enough time to figure them out.

以及我可以告诉你有三四个人我不想和他们有任何关系。而剩下的 92 人,我不会有任何意见,因为没有足够的时间去了解他们。

But he also said that, look, What you do in life is those three or four people who are exceptional, you bring them into your inner circle. And obviously, the three or four people who are not the great humans, you're not going to have anything to do with them. But the third thing you do is you treat the 92 just like the useless humans. So he says, be a harsh grader