저자: VijayKedia · 외국인
요약 보기
결론: 영상은 약세장(베어마켓)이 오히려 부를 만드는 기회라고 주장하며, 특정 종목이나 자산의 1~3개월 가격 방향에 대한 예측은 제시하지 않는다. 코로나 시기 개인 경험: 2020년 3월 시장 폭락 당시 극심한 불안으로 잠을 이루지 못했고, 이후 기타의 가르침을 떠올리며 마음을 다잡았다고 회상한다. 2020년 중반 이후 저가에 매수한 종목들이 2021년까지 10배, 15배, 5배 상승했다고 말한다. 시장 사이클 주장: 약세장에서 강한 투자자가 만들어지고, 강한 투자자가 다시 강세장을 만든다는 순환론을 제시한다. 역사와 데이터를 보면 부는 약세장에 투자한 사람이 만들었다고 주장한다. 강세장에서 돈을 버는 사람은 없다고 단언한다. 투자 경험: 10년간 트레이딩을 시도했으나 계속 손실을 봤고, 트레이딩보다 장기 투자 방식이 맞다는 것을 깨달았다고 말한다. 경험을 통해서만 배우려 하는 사람들에게 타인의 실수에서도 배우라고 조언한다. 스몰·미드캡 투자 공식(스마일 투자 공식): 소형주·중형주를 선호하며, 경영진은 업계 15~20년 경력과 주식시장 경력 15~20년을 갖춘 사람을 선호한다. 경영진의 야망(big aspirations)이 중요하며, 기업 가치가 현재의 5~10배 시장잠재력을 가져야 한다고 본다. 수익성이 높은 대형 연못의 큰 물고기에 투자한다고 비유한다. 리스크 및 조언: 시장은 위험한 사업이며 하룻밤 사이 부자가 되려는 태도를 경계한다. 투자 관점이 바뀌는 날이 진정한 시작이라고 강조한다. 언급 종목 및 방향: 특정 대상 자산(삼성전자, SK하이닉스, 금, 엔비디아, 비트코인, 코스피, 나스닥, 환율, 금리 등)에 대한 언급이 없다. 출연자 전망: 장기적 관점에서 약세장을 기회로 보며 강세장 이후 다시 약세장이 올 것이라는 순환론적 시각을 유지한다. 단기 가격 방향에 대한 구체적 전망은 없다.
다듬은 글
What was your situation during the time of Covid? It is true that it started during the time of Covid and on 23rd March, I think the people who got infected, I had never seen it in my life and maybe had not even heard of it, so it could have been two-three days or four days or five days, the situation was very bad and I could not sleep at night, how it seemed that everything was over, this is true, but that sequence continued for three-four-five days, after that the knowledge of Gita started coming to your mind because you did not remember Gita like this, you remembered Gita in times of trouble, so you started remembering everything, what was taken, what will be taken, what is yours, the answer is yours, yesterday it belonged to someone else, tomorrow it will belong to someone else, so really that knowledge of Gita started coming to your mind, so after saying this, after three-four days, I understood that okay, the child is enough to live and what else is there, so a little bit of that spiritualism started coming to my mind, yes, after looking at the market, I have made a song on the market, when it ends, it says market has started, in this song there is bear market.
There is a line in it that if you can say it then please yes, so the bear market has to be said like I want to say that I am going to make Bihar infamous, I am going to make it, so inside it there is this line that why should I worry about the beer market, I am forgetting right now that he wants to say that why should I worry about the beer market, I give you a chance to buy, because of me only you get lions at cheap rates, still I am going to make beer infamous, so he wants to say something like this that this is an opportunity and this history also tells this, data also tells that the wealth that people have earned is earned by making the beer market their friend, yes the person who has invested money in the beer market, the same person has created wealth, this lion in the market, you are ashamed of me too, whatever was the time of 2019, 2020, the Covid time, I could not sleep for three days, I did not remember Geeta, so after that, then whatever lions were taken in June-July, till 2021, all those lions increased 10 times, 15 times, 5 times.
So the wealth that is created is created by investing in the bear market. No one makes money by investing in the bull market. I have written an analogy of the stock market. The bull market creates weak investors, and the weak investors create the bear market. The bear market creates strong investors, and the strong investors create the bull market.
This cycle has been going on in the stock market, so it is a day and night. We do not have to learn anything from history. Like I just told you, look at the market, whenever you see this is the entire life cycle, the market will be euphoric, there will be a crisis in that market, and if there is a crisis in the market, that market is going to be euphoric again.
The data till now tells this. Since I have been in the stock market, all of you have the same data, but what happens is that new people have not come, they are not showing off, they are relieved. No one wants to learn by studying, and you cannot even get heaven without dying, so everyone wants to learn only through experience, so people this thing By saying this, it seems as if he doesn't have time to take anyone in when he is driving a vehicle and everything is behind him.
When did you realize that trading is not made, creating is not made, but I realized this after 10 years of hard work. For 10 years I was active in trading and I kept falling and drowning inside it. After 10 years I understood that maybe this cutter is not for me, it will not be able to reach a story for me, maybe it is not for me.
It took me 10 years of struggle, but even after that, when I realized the day I was able to leave trading completely, even today I have been able to leave it, but I do n't have the time and money to implement it. It is not necessary that the day you gain knowledge, you attain salvation. I also lost 10 years in practicing it.
So what is your percentage? [Sangeet] Not only this, my sir, everything is long term, this is also your smiling personality and your There is also a smile investment formula, so can you tell me what that smile investing formula is? It is a formula of the file that like I invest in small caps and mid caps, so the formula that worked for me is small in size stance because I like to study small companies and medium in experience stance.
I look for such management that the management should have at least 15-20 years of experience in the stock market, sorry, that means 15-20 years of experience in their company and 15-20 years of experience in the media, that is because in 15-20 years, they must have seen three-four big cycles of ups and downs, so the management must have become smart.
And yet, if the media has experience, then suppose that person has been in the industry for 40 years and even today he is small cap, then I will not buy such shares, it means that it is probably not in his DNA, his product is also not there, so this means medium in experience and the second one is big in aspirations, big Expression means that the management, generally it has been seen that after reaching a certain level, if the company has 100, 200, 300, 500 votes, their appetite ends, their fire in the belly ends, they feel that it is enough, why, friend, we have won the entire battle, I have just bought a Mercedes, got the club membership and have two-four houses, now what is the point of earning money, now even my children are asking, so Babu should start now, come on, I am joking, right now when that expression ends, that aspiration ends, it means that if that management does not become a billionaire, then we will not become share holders, millionaires, that aspiration of his is very important and the most important thing that I want to understand is that at that stage, its market potential should be so big that to measure a 500 crore company, there should be 5000 crores ahead, 5000 crores potential ahead is needed, so I always say that I never invest in crocodiles in the pond, I invest in fish in the sea, for which there is an entire ocean to measure.
So what is your message for them that if you are going to learn from your mistakes then your one life is going to be too short to learn, so the smartest person is the one who learns from the mistakes of others as well and apart from your own mistakes, learn from the mistakes of others and one should understand about the stock market that this is a risky business, here the market rewards you, your perception on it, if you buy it today and give it a game link, it will be a proven gamble, otherwise this is not a place for profit, this market is a risky business, it is a fast business, so the way you will start doing this business, the day you start taking it, that day your perspective on investing in the market will change, so the most important thing is that you are trying to become a millionaire overnight, do not be fooled here, I have a court, you should remember that room wash not but in a day but Hiroshima and Nagasaki If you give, you can see that lion in the market.
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