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워런 버핏의 투자 원칙(장기 보유, 대출 투자 금지, 인덱스 펀드, 과도한 분산 금지, 이해 가능한 기업 투자)을 소개하고, 버크셔해서웨이의 자사주 매입 정책과 주요 보유 종목 사례를 설명한다. 미국 주식 분산 투자 필요성을 언급하며 커뮤니티 가입을 권유한다.
다듬은 글
This video is for your educational purposes only. Do not take this as investment advice or recommendation. Whatever you do, you should make your investment decisions based solely on your own research. Hello everyone. Today, we watched a specific video on YouTube where Warren Buffett and his company, Percy Adway, and their current CEO, Craig Abel, were talking .
What are some of the pluses and minuses that could be there? If you look at Warren Buffett, you see him as a mentor, an inspiration, a being an investor, I would say. So, what are the right things he did, what are the things he said he shouldn't do, and what are the mistakes he made? Let's definitely watch all of this in our video.
So now that you've seen almost everything, you're going to watch Warren Pepper's Top Secrets. What did he do almost? Let's take a look at a bit of an overview, from where it all started to where it all ended . Okay, let's finish our discussion before we discuss what they're talking about in this discussion .
Apart from that, let's analyze some things that are not there and some things he talked about in other places . Now, if you're wondering what this general is going to say, buy stocks and hold them for the long term. That is, he also says that when we buy any stock, we should not buy it with the intention of selling it .
Because the mindset is important. It makes us think, "Okay, let's just get a little bit more and then we'll see what happens." But it's nothing like that. He says that the first point is that an investor in the stock market will take it to a good place and add it to the idea of keeping it safe. We are buying a piece of land.
What should we do after buying it? Okay, we bought it. We'll worry about that later . Don't worry, the price goes up or down. Just as we have for the long run , you should also have stocks like that. He says so. Next, you should not take out a loan and invest in the stock market. It will cause great distress.
It's better not to do those kinds of things than to do them, he makes a point. Next to that, what is written in his will? When he moves his assets to his wife, he puts everything in an index fund, not in any stocks or direct investments. Because then he comes to the point that we cannot outperform a fund like this index fund by a greater margin than the expense ratio.
Because he believes that when the size of our investments increases or becomes overblown, we cannot do anything about it, even achieving 500 . Okay, but he's grown up so far, so it's okay because he's self-conscious. Then, if they have an interest in investing in this stock market, they can do so freely.
But he also believes that they wouldn't have any such idea. What he's saying is, after my time, if you look at my share, that is, what percentage of his share is in this Persian Gulf, it's only 15%. If you look at the stock price of Perseus, I'll tell you in dollars, it's around 7.12176, around 7.12 dollars, not 712 rupees, and the price of a share comes to 712.
So if you look at where he came from and built this company, he started it in 1967, he started it in 1967, he started it in 1964. I will tell that story. Where did this come from? There is no direct company with this company. He is buying another company . He is buying a textile company. The company that bought it is now this company.
The Puryudha Holding Company has been renamed. Let's take a look at the interesting things that happened behind the scenes. Watch what he says next during this fish time . Why am I telling you this now? You want to know what the share price of this company is today, don't you? So come on. So, he only has a 15% holding in this.
The remaining 85% holding was purchased from Other People General Public and invested in it . If you look at what this general is saying about this buyback, you will see that any company takes its surplus money and gives it to the public and gives it to investors. Buybacks are the simplest way, but companies should avoid giving unnecessary buybacks.
By avoiding that, there is a chance to create a large level of growth when it is converted into a business within itself. So, giving unnecessary buybacks is a useless process and has taken a point to make. But you shouldn't give it for that, you can give it for nothing. When a small company is a very valuable company, it can bring about big changes at a great level.
Okay, but after it became a big company, many companies came into it and they had a lot of holdings and then they had shares in some companies. When everything was like this, would these kinds of companies give a big CGI percentage-wise? If so, that's not a possibility, he also says. Because when it gets too much, we can't focus properly on what we can't do ourselves .
Any company is like that. You know. A mid-cap cannot grow at the same rate as a small-cap . A large cap cannot grow at the same speed as a mid cap . This is normal. If you look at the stability of a boat, you will see that a mid-size boat does not have the stability that a large boat has. Small caps don't have the stability that mid caps have .
Since we also need to pay attention to stability issues, one of the points he made was that he didn't believe that even an S&P 500 could beat such a big company after it came to power . If you look at what he has done since he came here, and if you think about it as his own money, then 99% of what he has done is invested in this Perseus Orwell.
Look, there are no mutual funds, no bonds, no fixed deposits, nothing . He invested only 99% of the total assets, but if you look at his share, it's only 15%. Next, he says that the concept of sales is money in selling. The point is, every company is making a lot of investments, but that's not the only thing an investor should pay attention to when it comes to a company's I-mean investment .
Beyond that, a company will execute that plan. It would be great if we could choose companies that come up with a plan to tell people what we're going to do, how we're going to sell it, what products we're going to sell, and what plans we're going to sell. Just an expansion, He also made a point of selecting companies that could sell his good plans.
Dividends and buybacks. As for dividends, they will give them even if you say you don't want them. There is no such thing as a buyback. You only get a bag if you participate . If you're asking if this is a negative, don't say it's negative. But he says that's a point. They are giving us money like this in the name of dividends.
Maybe they're saying that they don't want to give it to you and then come and expand it . Next time you're packing, you'll only be able to participate if you want. He also says that if that's not the case, the remaining assets that go to the buyback will come to us and when they perform, they will remain in our stock, which is an advantage for the company .
Perseus, isn't there a company like this? If you look at the company's growth over the last 20 years, they've brought in $28 billion in revenue . They have brought it to this point. They have set a target for their growth level to reach $100 billion in a few days. There is a company here that is prepared for that, and they have even taken a point to make it so .
Apart from the things discussed here, I would like to tell you some other things. This particular night, there was a textile company. And the interesting thing that happened in this textile company is that Warren Buffett has invested in this textile company. One day, they suddenly show up and give me a bag.
The company is announcing a buyback. When they made the announcement, they were making the announcement in 1962. They were asking how much rupees they would buy back a share for 11.5 . This 11.5% buyback is not the same as this company, which is worth $700,000 today. Okay, they made a commitment to that 11.5% and are also participating in it.
If you look at how much money they got from the buyback, they would have paid 11.375 12 pence and given a commission. Warren Buffett would be furious. No matter what he does when he gets angry, he keeps buying shares of that company. He has been buying aggressively since 1962. If he keeps buying and buying and buying, one day his stack will increase.
When their stack increases, who will have full control? Warren Buffett will be there. What does Warren Buffett do as soon as he arrives? Who is going to make this buyback mistake? That manager is going to take the first job. Our Warren Buffett is taking revenge in 1965 for the same incident that happened in 1962 .
Secondly, this company is in a very bad situation and is not profitable. It continues to deteriorate. He bought this company at a time when the industry was struggling, that is, when the jewelry industry was struggling . But he came and bought this and mentioned it. He himself has mentioned in many places that the biggest mistake I made in my life was buying this company in an industry that was on the verge of collapse .
So what are these people doing to make money from this company? They took over in 1967 and 1965 . What are you doing in 67? Keko, an insurance company, is bringing in his National Identity, an insurance company. This type of insurance company makes a lot of money, no matter what. When will they claim it?
They will claim it after 20 or 30 years. So what will that money be until then? He's buying up a lot of companies because he's going to have interest-free money here. He buys a lot of companies. Then, in 1985, this company, that is, this textile concept, was completely closed down and they were trying to bring all the companies under this company, just like a holding company under the same name.
Even if you don't put in 100%, you still need to have a 51% stake. Only then can the control be considered and placed within the holding company. A railway, Caco Insurance, Siskundes, something like this has also come in, Hardway Energies, all these have come in. Besides that, if you look at what makes him important to invest, he has made large investments in Coca-Cola, American Express, and Bank of America since 1985 .
I never heard of him acting alone in a situation like this . One of his friends, who said he was Charlie Munger, traveled with him . He is no longer alive. We see that he has done some things through his collaborative efforts . So, take good note of what his one-off line says. We often talk about it in our community and on our channel .
This person also said the same thing. He always says that even if his mindset was different at the beginning, even if he bought a failing business, he later made a decision that rather than buying a mediocre company at a cheap price, he should buy a great company at a fair price and hold it for a long time without selling it .
This is the actual formula. This is the only formula I can give to all investors and investors. I always say, "Bet on a running horse ." Correct, I said that so you wouldn't understand, but he would have said it clearly and diplomatically . He also mentions that it is better to buy a good company at a better price and then hold onto it for the long term than to buy an average company at the cheapest price .
That's all the secret. How old is he today? He's 95 years old. We 're all afraid that he'll come and join Pandu at 60 or 40. Confidence is more important in the market. If you are truly inspired by these people, then do as they say. I would tell you not to go for any instrument that gives returns below 15%.
Why do I say this? Opportunity is left in the market. It is all about how you look at it . How many companies pay you dividends without any contribution to your capital? So, you learn all this patiently. Anyway, I've given you some idea of what Varan Babbat said . You also noticed some of the things he said.
I told you that if he follows something, you can follow it too. If you look at the types of companies he has invested in, you will find his investments in the insurance industry, transportation, energy, and then manufacturing and FCG . Now they have holdings, and it's getting stressful. That's all there is to it.
Many companies would come and attack and occupy it. But he probably bought a few shares at some point . If you had seen the fish in that company, you would have bought some shares . If you just look at what that share slam is about, you'll get some idea. If you look at what that means, Apple has a 22% stake in that company alone.
I'll tell you about his portfolio. American Express charges 17% for that. Coca-Cola bought it for 1985. It has never been sold to this day. 11.5% stakes. If you look at Bank of America, where Alphabet has 9%, Google has 6.3%, what do you understand? If you look at his first five or six companies, he has stakes of over 68% .
There are many companies under that. But what he's trying to say is that rather than coming from one company and investing in 100 companies and earning, there's nothing wrong with you coming and concentrating on making gains on investments. Then he came and concentrated on investing in just five companies.
He invested in 5 companies with 60 and 65%, but if you look at it without it, he will invest further . There is also a holding company. When you look at everything individually, it's just so diverse. You see, what does it mean to be more diversified? Only a person without a sense of humor would do something like over-diversify his funds.
But he also makes the point that well-informed investors do not over-diversify . You should see this. Please don't invest in a business you don't understand . So, if you want to invest, invest in companies that are somewhat familiar to you. For example, companies that can protect you could be insurance companies .
Maybe the railway. Coca-Cola, come and make a long-term plan for companies like this that we can use every day in our lives. Even today, if you look at Apple as a technology- related company, from a consumer perspective, Apple has become an indispensable product, whether it's the Apple phone or the notebook or the laptop .
That's why he also mentioned investing in Apple . You shouldn't just invest in one sector . What you also need to understand is that he must have said some things that were typical of that town, like America. I'm coming to you and telling you to pay attention to all this if you're going to invest . What can we do in our channel?
If we can't just have Indian stocks in our total portfolio, why don't we put 20% in US stocks? Because if the US is stagnant, there is no point in investing in the US. Investing in the US means investing internationally. Because today, whether it's Apple or Amazon, Netflix or Google, all of these have become an inevitable part of life.
Today, we use the most US products in our country, which has a population of approximately 1.4 to 1.5 billion people. Even Coca-Cola has many things like this. I would like to introduce you to a company called 25 . So next coming Saturday, we'll try to talk about one or two companies . Okay, so how can you buy it for that?
What kind of brokerage is the best for you? What platform is the best? We can invest our generosity abroad. There is nothing that says you shouldn't invest. I also tell those in the community. Let's come to the bar's stock in the community and allocate a separate sheet . You will receive an announcement for that going forward.
Okay, now I'll just give you an introduction . We can also consider US stocks in the stock market . So that our investment will be diversified. Over-diversification is not allowed. So what can we do? Let's connect the Indian market and the US market and get our portfolio ready. Okay, I've told you a little bit about Warren Buffett's top secret .
You understand now. What mistakes have you made in your portfolio and what have you missed? What should you do with them? Let's try to bring all that inside . If you see Wright Neth in the community on Friday, you'll see that about 50 people attended the induction meeting. It was very good. If anyone hasn't joined this fish time party, I'll give you the link in the description.
Fill out that link form. A video is coming. If you're interested, join . I'll say it again, if you're interested, join. Coming to the community is not optional. It's not like the investor has to be in this community . If we were in some kind of community, we wouldn't feel nervous when we went for a long run .
Otherwise, we will panic . Then we will have difficulty making the right decisions. I always say that even good investment ideas that I helped friends and family with by giving them money will come in handy in their lives. Anyway, see you in the next interesting video. Thank you.
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