저자: 미상 · 외국인
요약 보기
이 영상은 Howard Marks의 'Uncommon Sense'(원제 표기 혼선) 책 리뷰로, 주식 투자의 사고방식과 심리를 다룬다. 핵심 결론: 주식시장 성공에는 분석뿐 아니라 남과 다르게 생각하는 2차 사고(second-level thinking)가 중요하다. 2차 사고 개념: 1차 사고는 '좋은 회사니까 투자하자'처럼 단순 판단이고, 2차 사고는 '모두가 좋은 회사라 생각하니 이미 비싸다'처럼 시장 컨센서스와 다르게 생각하는 것이다. 가격과 가치: 좋은 주식이 아니라 합리적 가격의 좋은 주식을 사야 한다. 종목이 인기를 얻으면 관련 정보가 이미 주가에 반영되어 있다. 투자 타이밍: 아무도 그 종목을 얘기하지 않을 때가 매수 적기라는 관점이다. 가치주 투자로 장기 수익을 낼 수 있다. 인내와 전략: 시장에서 기다림이 최선일 때가 있으며, 사전에 정한 원칙(수익 기대치, 감내 가능한 최대 위험)에 따라 매매해야 한다. 과도한 탐욕으로 위험을 키우지 말고 꾸준한 학습으로 자신의 리서치에 확신을 가져야 한다. 피해야 할 감정: 탐욕(남들이 수익을 낼 때 뒤늦게 따라 들어가기), 공포/확신 부족, 단기 수익 기대로 리서치를 무시하고 역행 결정을 내리는 것. 특정 종목·자산에 대한 가격 방향 예측 발언은 없다.
다듬은 글
Ajay said, "To be successful in the stock market, along with our research and analysis, one thing plays a huge role and that is our thinking process. So today, continuing our Roadmap series, we're going to talk about a book that covers many psychological facts related to investing. The name of this book is 'Most Important Things, Common Sense, Thoughtful Things, and Masterpieces.' Howard Marks is an American investor.
He is the founder of Management from Over Three Capital Management. So, let's talk about the top five points of this book. The bottom line is that we should always use a different perspective when making any decision in the stock market. Now you might be wondering what the difference is between first love, acting, and second love, thinking.
So, in first thinking, we differentiate according to our personal preferences and feelings, whereas in second love, we overestimate anything. Therefore, first love is superstition. And second level thinking is complex and Anahata Chakra. There it is believed that if you want to outperform other investors then you will have to think differently from all of them and second level thinking helps you in doing this.
For example, in first level thinking you can say that this is a good company, so let's discuss this topic, but in second level thinking you will think that everyone is thinking that this is a good company, but this company is better and is overpriced, so let's discuss this topic, so this way settlement helps you in taking good decisions.
As a second warning of this bridge, we will understand the relationship by looking at price and volume. According to the stone, there is no point in calling the price of any stock good or bad because to be successful in the stock market, it is not just about buying good stocks but also about buying good stocks at reasonable prices.
Therefore, and thirdly it is suggested that while investing in the hot stocks of the industry, you should take extra precautions. One should be careful, because when a stock becomes very popular, all the relevant factors related to that stock are reflected in its price. According to Pathar, the best time to trade on any stock is when no one is talking about it and you have full confidence in its business and other aspects.
By investing in value stocks, you can generate good returns in long-term markets. The third lesson from this book is that we should follow a patient, optional strategy. According to the offer, there are times in the stock market when staying up to date is considered the best strategy. Read more: It explains that you shouldn't change your investment, but rather, you should create a flat G while investing.
When a stock follows the rules of that from 2G, you should invest in the stock. It's not necessary that investment opportunities always exist in the market, but investors still do n't want to fold. Sometimes, circumstances force us to invest in a specific stock at a time. Therefore, we should focus on news or short- term plans.
You should not improve yourself from the situation and should take the decision of buying or selling this top score according to your strategy. Its fourth learning is that we should get reasonable returns in this stock market, so before investing you should decide in which stock you are investing and how much returns you are expecting and what is the maximum risk you can take to achieve this and the third one has said that perfect, so in the greed of getting more returns, investors sometimes take such risks due to which they miss good investment opportunities and many times this also happens to them, so you should always do a lot of research in this and should choose your DSP accordingly.
As a fixed learning, we will talk about some native instruments which we should avoid. The first point is greed, that is, when other people are getting very good returns in a stock, then to take advantage of that rally, many times we also invest in such stocks after doing heavy research, but we should avoid such great The second point to be avoided is that investors don't buy stock options because of fuel filters.
The best way to overcome this is through continuous learning. This will allow you to do good research, and when you have confidence in your research, you will be able to make good inferences without anyone else. The third lesson, Ajay: Sometimes, when we believe we can get good returns in the short term, we ignore the role of research and analysis and make counter-decisions because of Vivo.
But we shouldn't do this. This is the Top Five Planets. If you liked this video, please like it and share it with your friends. Tell us which book's top learning you would like to know about in the next episode of the Grid series. We would also like to tell you that we make educational and investing-related videos in Tamil, Telugu, Kannada, Gujarati, and Malayalam.
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