저자: VijayKedia · 외국인
요약 보기
결론: 약세장은 부를 만드는 기회이며, 시장 공포 속 매수가 핵심이라는 주장. 약세장 투자 철학 약세장은 역사적으로 부를 만드는 기회이고, 부는 약세장에서 주식을 산 사람이 만든다고 주장. 2019~2020년 코로나 시기 극심한 공포를 겪었으나 6~7월에 매수한 주식들이 2021년까지 5배~15배 상승했다고 회고. 강세장은 약한 투자자를 만들고, 그 약한 투자자가 약세장을 만들며, 약세장은 강한 투자자를 만들어 다시 강세장을 만드는 순환이 반복된다고 설명. 시장 상황 진단 인도뿐 아니라 아시아 전역에서 86~30% 할인된 가격에 거래되는 '세일 시즌'이라고 표현. 사람들이 세일을 두려워하고 매수하지 않는 것은 역사에서 배우지 않기 때문이라고 비판. 트레이딩에 대한 개인 경험 10년간 트레이딩을 하며 손실을 봤고, 그 후 트레이딩이 자신에게 맞지 않다고 깨달아 완전히 떠났다고 밝힘. 지식을 얻는 것과 실천하는 것 사이에는 시간 차이가 있다고 강조. 중소형주 투자 기준 주력은 중소형주 투자이며, 기준은 작은 규모(Small in Size)와 경험 있는 경영진(Medium in Experience). 경영진은 최소 15~20년 업력과 여러 번의 경기 사이클을 겪은 사람을 선호. 40년 경력인데도 여전히 소형주라면 DNA나 제품에 그 능력이 없다고 판단해 투자하지 않음. 욕망(Aspiration) 기준: 기업가치가 100~500억 루피 수준에 도달하면 열정이 식는 경우가 많으므로, 경영진이 억만장자가 되려는 욕망이 있어야 주주도 부자가 된다고 주장. 시장 잠재력(Market Potential): 500억 루피 기업이라면 앞에 5,000억 루피의 성장 여지가 있어야 한다고 봄. 연못의 악어가 아니라 바다의 물고기에 투자한다는 비유 사용. 초보 투자자에 대한 조언 자신의 실수뿐 아니라 타인의 실수에서도 배워야 하며, 주식시장은 위험한 사업임을 인식해야 함. 도박처럼 접근하면 시장이 그만큼 보상한다고 경고하고, 하룻밤 사이 백만장자가 되려는 생각을 경계. 출연자 전망 단기 가격 방향에 대한 구체적 예측은 없고, 장기적으로 약세장 매수가 부의 원천이라는 견해만 제시.
다듬은 글
It is an opportunity and history also tells this, data shows that the wealth earned by people is by befriending the bear market. The person who has invested money in the bear market is the same person who has created wealth in this stock market. You can also include me in the Covid time of 2019 and 2020, I could not sleep for three days or four days, later I remembered the Gita, after that whatever shares were bought in June-July, by 2021, all those shares increased 10 times, 15 times, 5 times.
The wealth that is created is by investing in the bear market. No one earns 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 continues throughout the stock market. This is a day and night, the season of sale, not in India but all over Asia, and the markets are currently getting discounts of 86-30%, so why are people afraid of these sales, why are people running away from the sales that are happening in the market, why are they not buying, we do not learn anything from history, as I just told you, whenever you see the market, this is the entire life cycle, the market which will be euphoric, there will be a crisis in that market and the market which will have a crisis, that market will be euphoric again, the data till now tells this, as long as I have been in the stock market, all of you know the same data, but what happens is that new people do not come, the crowd comes, what they have seen remains, no one wants to learn by studying and you cannot get heaven without dying, so everyone wants to learn only through experience, so people forget this thing, by saying this, it happens that he does not have time to take anyone, when he wants to board a moving vehicle, when did you realize that trading is not meant for you I realized this after 10 years.
I was active in trading for 10 years and kept falling and drowning in it. After 10 years, I realized that maybe this is not for me. It will not take me anywhere. Maybe it is not meant for me, so I will get 10 years. But even after that, the day I realized this, I was able to leave trading completely.
Even today, I was able to leave it completely, but it took me 10 years to implement it. It is not necessary that the day you gain knowledge, you attain salvation. It took me another 10 years to practice it. So, what percentage of you is a smiling personality and your investment formula is also a smile.
So, can you tell me what that smile investing formula is? And I invest in midcaps. So, the formula that worked best for me is Standards for Small in Size because I invest in small companies and Standards for Medium in Experience. I try to catch such management that the management has at least 15-20 years of experience in the stock market, sorry, I mean 15-20 years of experience in its company and 15-20 years means experience in media, that is because in 15-20 years it must have seen three-four big cycles of ups and downs, so the management must have become smart and still if the man with experience in media, let's say that man has been in the industry for 40 years and even today he is a small cap, then I will not buy such shares, it means that perhaps that thing is not in his DNA, that thing is not in his product, so this becomes medium experience and the second big end expression, inspiration, that is the management, it has been seen in general that after reaching a level, if there is a company worth Rs.
100, 200, 300, 500 crores, their appetite ends, their fire in the belly ends, they have to feel like this is enough, friend, I have won the entire battle, I have won it all, so what now Mercedes is bought, club membership is gone and two-four houses are built, how will we earn money now, even our children are saying that Babu, we should start now, let me have fun now, when that aspiration ends, that aspiration ends, it means if that management does not become a billionaire then we shareholders will not become a millionaire, that aspiration of his is very important and the most important thing which I think is to stand for extra big market potential, its market potential should be so big that to measure a 500 crore company, there should be 5000 crores ahead, there should be a potentiality of 5000 crores ahead, so I always say that I never invest in crocodiles in the pond, I invest in fish in the sea for which there is a whole ocean left to measure, in 2 years many new people came in the market, so what is your message for them, if you are going to learn from your mistakes, then your one life is going to be very less, so first of all A smart person should learn from the mistakes of others and apart from his own mistakes, he should also learn from the mistakes of others and one must understand about the share market that it is a risky business, here the market will reward you as per your perception if you will treat it as a gambling business, it will be for you, so this is not a place for hoaxes, this market is a risky business, it is a fast business, so the day you start taking this business, that day your perspective of 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 the market was not built in a country, but Hiroshima and Nagasaki, so that can be seen in the share market.
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