저자: Just-InvestToday채널진행자 · 외국인
요약 보기
멍거의 중국 대 미국 기술주 질문 발언을 소개하는 영상. 결론: 멍거는 장기적으로 중국 기업의 성장성과 품질이 미국보다 낫다고 본다는 취지지만, 영상 자체는 구체적 가격 전망을 제시하지 않음. 멍거 발언 요지: 투자자는 좋은 기업이 많은 곳에 집중해야 하며, 중국이 가장 접근하기 쉬운 사냥터로 언급됨. 인도·브라질·유럽도 성장 중이라고 함. 멍거는 중국 기술기업(알리바바, 텐센트, JD.com, 디디 등)이 미국 기업보다 강하고 빠르게 성장한다고 말한 것으로 소개됨. 다만 이는 과거·장기 견해이며 1~3개월 방향 예측이 아님. 멍거가 BYD에 일찍 투자한 사례를 들며, 성장 지역을 찾는 '고기가 많은 곳에서 낚시하기' 원칙을 강조함. 리스크: 중국 정부 규제, 사이버보안, 기업이 정부에 더 많은 비용을 내야 할 가능성, 미국 기술기업 대상 반독점·데이터 규제도 함께 언급됨. 어느 쪽이 더 위험한지는 열린 질문으로 남김. 인도·멕시코 등 신흥시장 성과 수치를 언급하나 정확한 기간·지수 기준은 자막이 불명확함. 현지 지식이 없으면 추가 조사가 필요하다는 조언으로 마무리.
다듬은 글
to talk about charlie monger in the chinese economy i want you guys to tell me who do you think is going to do better in the next five years do you think the chinese economy is tech companies or do you think the american economy is tech companies because this is a very interesting question right now and this is going to help us generate these gains that we want so we got to look at the starting port from where alibaba is today tencent jd.com dd all these companies and you're gonna look at the starting point of where amazon is where apple is and all those tech companies right now what do you think is gonna do better because in this video we're gonna talk about the question someone asked charlie about fishing where the fish are and he said that the u.s has better quality companies with faster growth rates so do you believe in that we're going to get into this video see what charlie says about this question asked by this guy at the daily journal meeting about who has a better chance what's going to do better in the next five 10 years what's going to generate these gangs i want you guys to comment down below tell me what you think like this video subscribe to my channel and we're going to break down this question and what charlie said in this video in the past investors as the businesses so given that many of the highest quality businesses here in the us uh wouldn't some of our time uh best focus analyzing quality of businesses um yes you're always trying to get so and that's a very interesting concept that you can't look everywhere i know we all want to look everywhere like india is growing brazil is growing china's growing south like there's so many places that probably has a lot of undervalued companies but man we can't look everywhere and i feel like china is probably like the easiest place to look for right now but that might change like i feel like there's a lot of places that we could look that we're probably not looking and china is always like the main focus because we understand how fast that economy is going to grow but people but there's places like india and brazil that are places in europe that are growing like crazy too as well so this is your hunting ground but you're looking for value in every case and what is interesting to me is i think the strongest companies are not in america i think the chinese companies are stronger than ours and they're growing faster so do you agree with that he says the chinese companies are growing faster and are stronger companies tell me down below do you disagree or agree with that the next five to ten years do you think companies like tencent alibaba jd.com dd they're gonna grow faster than the companies like microsoft apple amazon facebook what are your thoughts on this and i'm right you're wrong feeling laughable i just smoked a sample through it was here i saw his face in the audience he's the most successful investor in the whole damn room where does he invest china and what was he smart to do that people don't realize that leader was like one of his best investments were in byd he invested in byd super early and the fact that he was able to invest in byd super early that not a lot of people were looking at and the huge growth rate of what byd did man it's amazing that like he found that company and that's the example of fishing where the fish are and seeing where like the economy is growing to and what's coming up in the so that future really helps if you know which hunting ground to look in but where we all do better hunting and when we're hunting where the hunting is easy i have a friend of the fisherman he says i have a simple rule there's success in fishing issues where the fish are that's basically what arguments are that's simple so tell me what you guys think of this are the bargains right now in china like do you think the bargains are there because just because the prices of these companies are cheap doesn't always mean it's a bargain because what if look at all the risks that people are talking about about a government uh about all the cyber security about maybe having like companies like alibaba and tencent have to pay the government more money now to get more common wealth against the economies and get people to prosper more so is the risk worth it is the companies always going to stay low you gotta factor that in or is the um whatever the stuff that's going on in the usa what's happening with all the data stuff and all the anti-monopoly stuff with facebook google and how the regulations are handling just handing down on them too like what's worth the risk like what's more riskier right now tell me what you think so guys tell me what you think of this video what has the best bargain right now is it companies in the us is the companies in china or should we be looking somewhere else maybe in india because look at this right here guys before i end the video look at this india emerges as the top performing equity market in the world that is crazy wait one year 45 year-to-date 18 percent mexico 18 taiwan 15 france 20 korea nine us dow is probably not a good indicator i'm not sure 15 s p is probably a better indicator canada tsx 18 so look at this right now the top countries in india and mexico so should we be looking in these fields but then the thing is that we have to understand what companies are there like kind of understand how how people move around there so it's gonna be like a higher hurdle for us if we don't live there so we gotta kind of do more groundwork or talk to people there or do your research more so tell me what you guys think man guys
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