不
，这篇文章要讲的不是关于比尔•盖茨(Bill Gates)和沃伦•巴菲特(Warren Buffet)的故事。我们要谈到的是卡洛斯•斯利姆(Carlos Slim)，他在新一轮世界首富的评选中将这两位最接近的竞争对手远远地抛在了后头。
Bloomberg News
去年9月，墨西哥富翁卡洛斯•斯利姆(Carlos Slim)在接受由史蒂夫•福布斯(Malcolm S. Forbes)颁发的马尔科姆•福布斯终身成就奖之后，在新闻发布会上微笑。
彭博通讯社正在挑战《福布斯》(Forbes)发布富豪榜的专利，声称比尔•盖茨公开透露的资产在2010年底仅为260亿美元，比2009年减少了8%。而与此形成对照的是，《福布斯》在其最新出炉的美国富豪榜上公布，盖茨的资产为540亿美元。彭博通讯社表示，它的统计数据不包括盖茨和巴菲特捐献给慈善机构的财富。
彭博通讯社还报导了以下两则消息：盖茨的卡斯凯德投资公司(Cascade)表示，其在股市的资产只有58亿美元；另外，该公司资产在盖茨的全部财富中占据了超过370亿美元。
那么，斯利姆是怎么做到的呢？
主要是把资产投放在墨西哥国内，并在黄金投资热潮中大捞一把。
斯利姆收购的国有垄断公司墨西哥电信公司(Telefonos de Mexico)去年的表现差强人意，但是他持有的拉丁美洲最大的电信运营商美洲电信(American Movil)的股份价值却飙升了15%。彭博通讯社报导称，斯利姆控股的Grupo Carso集团因分拆矿业资产股价翻了一番。自上月该矿业公司上市以来，其股价已上涨80%。
根据彭博通讯社的报导，斯利姆最大的亏损来自他对《纽约时报》(New York Times)的投资，该股下跌了21%；而他持有的表现最佳的外国资产是萨克斯(Saks)百货连锁公司的股票，该股的涨幅为64%。
当然，所有这些投资都帮助斯利姆在墨西哥获得了无与伦比的影响力和市场份额，这在其他很多国家是很难复制的。
然而，斯利姆在2010年成功的投资经验或许可供美国富人借鉴，那就是：他们的确需要扩大对海外市场的投资。
Robert Frank
（本文版权归道琼斯公司所有，未经许可不得翻译或转载。）
No, this isn't an article about Bill Gates or Warren Buffet. It is about Carlos Slim, who has been pulling far ahead of his two closest competitors in the race for world's richest man.
Bloomberg reports that Carlos' publicly disclosed holdings soared 37 % to $70 billion in 2010. Meantime, Warren Buffett's returns were a more modest 22%, while Bill Gates' shares in Microsoft fell.
Bloomberg, which is challenging Forbes to become the world's wealth tracker, says Gates' publicly disclosed holdings were only $26 billion at the end of 2010, down 8% from 2009. Forbes, by contrast, pegged Gates' wealth at $54 billion in its latest list of richest Americans. Bloomberg says it doesn't include money that Messrs. Gates and Buffett have donated to charity.
Bloomberg also reports BOTH that Gates' investment vehicle, Cascade, has disclosed only $5.8 billion in holdings on the stock market and that Cascade accounts for more than $37 billion of his fortune.
So how did Slim do it?
Mainly by keeping his money at home in Mexico and selling into the gold rush.
Telefonos de Mexico, the state-owned monopoly he acquired, was a dud last year, but his stake in American Movil soared 15%. Shares of his holding company, Grupo Carso, doubled with a mining spinoff, Bloomberg says. Shares in the spinoff have jumped 80% since the debut last month.
His biggest loser was his stake in the New York Times, down 21%. His best-performing foreign holding was department-store chain Saks, up 64%, according to Bloomberg.
Of course, it helps to have Slim's overwhelming power and market share in Mexico, which is hard to replicate in many other countries.
Yet his investing gains in 2010 may hold a lesson for the U.S. rich: that they really need to increase their investment exposure to markets abroad.
Robert Frank
Bloomberg reports that Carlos' publicly disclosed holdings soared 37 % to $70 billion in 2010. Meantime, Warren Buffett's returns were a more modest 22%, while Bill Gates' shares in Microsoft fell.
Bloomberg, which is challenging Forbes to become the world's wealth tracker, says Gates' publicly disclosed holdings were only $26 billion at the end of 2010, down 8% from 2009. Forbes, by contrast, pegged Gates' wealth at $54 billion in its latest list of richest Americans. Bloomberg says it doesn't include money that Messrs. Gates and Buffett have donated to charity.
Bloomberg also reports BOTH that Gates' investment vehicle, Cascade, has disclosed only $5.8 billion in holdings on the stock market and that Cascade accounts for more than $37 billion of his fortune.
So how did Slim do it?
Mainly by keeping his money at home in Mexico and selling into the gold rush.
Telefonos de Mexico, the state-owned monopoly he acquired, was a dud last year, but his stake in American Movil soared 15%. Shares of his holding company, Grupo Carso, doubled with a mining spinoff, Bloomberg says. Shares in the spinoff have jumped 80% since the debut last month.
His biggest loser was his stake in the New York Times, down 21%. His best-performing foreign holding was department-store chain Saks, up 64%, according to Bloomberg.
Of course, it helps to have Slim's overwhelming power and market share in Mexico, which is hard to replicate in many other countries.
Yet his investing gains in 2010 may hold a lesson for the U.S. rich: that they really need to increase their investment exposure to markets abroad.
Robert Frank
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