저자: 미상 · 외국인
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결론: 마이클 버리의 트윗을 바탕으로 독립적 분석과 검증된 데이터에 기반한 투자가 상위 1% 투자자의 조건이라는 주장이다. 버리의 트윗 요지: 지식이 전투의 절반을 이긴다, 쉽게 분석하고 독립적으로 생각하며 정보에 밝으면 남들이 모르는 것을 알게 된다는 내용이다. 핵심 주장 1 - 독립적 분석: 군중과 다른 가치를 찾는 것이 역발상 투자의 본질이며, 다른 사람의 의견이 아니라 기업 연간보고서 등 실제 데이터를 바탕으로 판단해야 한다고 강조한다. 핵심 주장 2 - 독립적 사고: 가족이나 친구가 반대해도 자신이 틀렸다는 뜻은 아니며, 남의 의견에 기대지 않고 스스로 결론을 내려야 한다고 말한다. 핵심 주장 3 - 올바른 정보원: 인터넷에는 왜곡되거나 편향된 데이터가 많고, 트레이딩 채팅방이나 근거 없이 의견만 말하는 출처를 끊어야 한다고 조언한다. 핵심 주장 4 - 관련 데이터로 뒷받침: 감정적 반사 행동이나 군중 반대만으로 투자 결정을 내리지 말고, 관련 데이터가 투자 결정을 이끌도록 해야 한다고 말한다. 사례 언급: 진행자는 작년 초 게임스탑 투자 경험을 언급하며, 월가와 주류 언론이 파산을 예측할 때 신규 콘솔 사이클 등 관련 데이터를 근거로 투자했다고 설명한다. 게임스탑 관련 과열(밈 주식 현상)은 다루지 않겠다고 한다. 리스크/조건: 독립적으로 생각하고 끝까지 견디는 것이 어려우며, 대부분의 사람은 진정한 역발상 투자자가 되기 어렵다고 진행자는 본다. 비트코인, 테슬라 등 밈 주식에 따라가는 것은 진정한 역발상이 아니라고 지적한다. 종목 언급: 테슬라와 비트코인은 군중 추종의 예로 부정적으로 언급되었으나 방향성 예측은 없다. 게임스탑은 과거 투자 사례로만 언급된다. 출연자 전망: 진행자는 독립적 분석을 실천하는 투자자가 시장에서 군중을 능가할 수 있다고 본다.
다듬은 글
hello everybody welcome back to the contrarian for those of you who are new here my name is logan i really like to talk about overall success investing and most of all going against the crowd and looking for value where the crowd is not looking and i have a very relevant person and a very relevant topic to talk about today with you and that is michael bury just tweeted some very helpful advice for uh all investors out there but particularly newer investors who really want to gain an understanding of you know what's the real process you that you should go through in order to make correct decisions when you know deciding to buy something or sell something or pass something up or should you go with the crowd on this in this area or not he really gives some valuable advice so i'm just going to jump into this tweet without further ado but it is very helpful that very is now back on twitter and we can kind of routinely get updates from him because for a while there he was not on twitter so this also gives me a lot of new content to bring to you but i'll read his tweet knowing saves half the battle got it it's not hard analyze think independently be informed find the data and you'll know a lot that no one else does so even though that's a very short tweet and it might not sound like a whole a whole lot that he's giving us there it's a very very relevant uh topic a lot of advice there that he gives that i want to talk about so i would say that there's four main important things that he brings to our attention first of all he encourages us to do independent analysis and i cannot emphasize how important this is especially given what i talk about on this channel it's called the contrarian i talk about topics that oftentimes the crowd has come to very different opinions on i bring to attention a lot of stocks or areas that often times the crowd is overlooking or that they think is a dumb or irrelevant so independent analysis is extremely important that is by definition mainly what being a contrarian is is not being drawn into a crowd thinking mentality it's being fine with going against other people's opinions and uh coming to your own opinion and sticking with that even if other people think you're incorrect so by enlarge doing independent analysis is extremely important because if you're being influenced by other people and not just the data and not just the annual reports coming out of these companies there's really no way you can make really informed and correct decisions when it comes to investing or anything in life frankly so number one is doing independent analysis uh the second thing we can take from this tweet is murray talks about thinking independently and this also ties into um independent analysis but you you have to be thinking independently when it comes to making decisions even if your friends disagree with you or family members or just people who you respect it doesn't necessarily mean that you're wrong and they are right and it conversely it doesn't mean that you are correct and uh they are wrong you know you should be completely fine with coming to your own opinion not based off of anyone else's uh opinion out there number three is a being informed by correct data and this is extremely important because the internet has given us access to a lot of data out there and a lot of it is not extremely helpful or relevant or even correct a lot of some of it can be falsified and you know twisted in such a way to make something look very unattractive when it might actually be attractive if the data were presented in a extremely uh similar manner for every stock out there so you want to be informed by correct sources you don't want to be informed by all of these trading chat groups or you know extremely biased um sources out there where you're just hearing nothing but opinionated people talking and they're usually not citing any sort of data to back up their opinion they're just speaking you know just out of their mind and that is not a helpful way to inform yourself so if if you're wanting to really strengthen this this way of thinking i would encourage you to cut out all of those bad sources of data that you might be taking in and lastly the the last most important i think we can take from this tweet is you need to find relevant data to back up your opinions you don't want to have opinions that you're making just on several ways you don't want to have opinions that you're making on a knee-jerk reaction to the crowd so being a contrarian like what bury is and like what i try to do is not just going automatically against the crowd there are a lot of times when i do come to the same conclusions as the crowd but it's not for the same reasons usually as what the crowd is uh talking about or you know bringing hype to or whatever so you have to find relevant data and you have to allow that data to inform your investing decisions out there um yeah it's just extremely important i you know for example um i was an early investor into gamestop roughly about the same time last year if you don't if you don't believe me you can go look at some of my last videos i made about a year ago but i was really having to go through all these processes in order to you know think independently in order to do independent analysis uh being informed by correct sources was an extremely important thing because there were so many uh people out there pundits in the you know wall street uh mainstream media who were you know saying that this was a dead company that it was you know going to be bankrupt in months and you know they were really ignoring a lot of the relevant data out there mainly the upcoming new console cycle and everything that did end up happening and obviously this is before any of the sort of mania that happened around gamestop i'm not um i'm not going into that but um yeah you really want to do all these things number one doing independent analysis number two thinking independently number three being informed by correct sources and number four finding relevant data and letting that data inform your uh investing decisions and if you can do this i would wager that you'll be in the top one percent of investors out there in the market uh so many people out there are not doing this this is an extremely easy process to do in theory but it is actually very hard to play out especially when you have a lot of people going against you and you have a lot of you know uh not relevant data coming out that is saying that you're wrong you know it's it's it's very hard to do when uh when those kinds of situations go against you so i would wager also that it's probably possible that not not a lot of people can be a true contrarian out there they can't really think for themselves and they can't really stick with that opinion through thick and thin um but if you can do all this i would definitely say that you'll be in the top one percent of investors out there like michael bury you'll be able to really outperform the crowd you'll be able to come to a very different decisions than the majority of the crowd and yeah you will be uh definitely in the top one percent of people and you'll be a true contrarian there's a lot of people out there who are calling themselves contrarians right now for and and then they say oh yeah go and buy bitcoin and i'm a part of all of these bitcoin trading groups and whatever that isn't a true contrarian and uh neither is going along with tesla or any of these other you know meme stocks or anything out there so if you are a true contrarian you're likely going to be very alone in your journey so all this being said this is just a very important tweet i wanted to bring to your attention by the one and only michael bury and it's good to have him back on twitter all that being said if you enjoyed this video just consider subscribing to this channel and i hope to see you again
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