저자: MarkMoss · 외국인
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워런 버핏의 '딜 박스(Deal Box)' 전략을 소개하며 자신의 능력범위(Circle of Competence) 안에서만 투자하라는 주장을 펼침. 버핏의 투자 철학 설명: 버핏은 분산투자가 잘 모르는 사람을 위한 무지에 대한 보호장치라고 보고, 잘 아는 소수 종목에 집중하는 것을 선호함. 1985년·1999년 발언 등을 인용해 자신의 능력범위 안에서 저평가된 자산을 찾으라고 강조. 성과 비교: 1965~2021년 버크셔 해서웨이 연평균 수익률 20.1%(S&P500 10.5%), 브리지워터 7.2% 대비 버핏 우위를 제시. 실천 방법: 건설업 종사자는 주택건설주·콘크리트·창호 업체, 프로그래머는 소프트웨어·신기술·데이터센터 관련주처럼 본인이 아는 산업 안에서 투자하라고 권유. 자신이 이해하지 못하는 AI 등 분야는 피하라고 조언. 영상 후반에는 '7조 5천억 달러 충격파'가 시장·환율·원자재에 올 것이라며 무료 라이브 행사 참여를 유도하는 홍보 내용이 포함됨. 구체적 가격 목표·종목 방향 예측은 없음. 전망: 특정 대상 자산에 대한 1~3개월 가격 방향 발언은 확인되지 않음.
다듬은 글
Warren Buffett's 118 billion dollar secret did you know that Warren Buffett the world's most successful investor employs a genius strategy called the deal box now this singular strategy led him to construct an outstanding 118 billion dollar portfolio with a net worth of over 118 billion dollars to his name Warren Buffett is consistently ranked among the wealthiest people in the world and out of all of the investors in the 20th century Buffett was the most successful his strategies work and his long-term performance is of Legend So in this video I'm going to break down how you can use his same strategy to fuel your investment strategy and while I can't guarantee that you'll end up as wealthy as good old Uncle Warren I can say that you'll come out way ahead than if you just go about this on your own so let's go hey taking a break real quick to let you know that I am working hard on this live presentation for next week it's going to be massive I got probably a hundred slides and put together charts graphs Etc to show you the 7.5 trillion dollar shock wave that's gonna happen because of this bricks meeting that just happened now look now they're not coming out with the currency they're not going to displace the dollar but what they will do is cause massive disruptions in the currency markets which will cause massive disruptions in the commodity markets and if you don't get positioned properly you're going to miss out on this whole thing so I got like 100 slides and put together I want to join you to come it's free let me let me show you what I have put together let me show you the ways that we can play this what I'm doing what you can be doing and it's all going to have live q a I'll stay till I answer everybody's questions you don't want to miss it it's all for free there's a link down below don't miss out all right welcome to the channel if you're new my name is Mark Moss I make these videos to change the way you think about money Warren Buffett certainly thinks about money differently and of course you weren't taught that so don't worry I got your back I'm going to break it down for you right here if you listen if you learn and you apply these strategies you are going to win you're going to come out ahead all right now for me personally I've built my career on one principle and that is Success leaves Clues and it's helped me start eight businesses that have done seven to eight figures in just the first 12 months which is why I'm always studying the greatest investors and the great businesses for the clues that they leave behind no doubt Warren Buffett is one of the goats the greatest of all times and so of course I've been reading his shareholder letters I've been reading for years I've been reading for decades looking for the clues and I've got a good one for you that I want to share right now but for those of you who think that Buffett's old he's out of touch you know he he won't buy gold he won't buy crypto or that his old strategies just don't work anymore let me lay out some data and some facts for you first for the last five decades from 1965 through the end of 2021 his company Berkshire Hathaway saw shares generate a compound annual return of 20.1 percent which is double the performance of the s p 500s 10.5 percent now for comparison another goat another greatest of all time Ray dalio the founder of the largest hedge fund in the world Bridgewater Capital saw profits of just 7.2 percent compounded annually during the same time which is less than half of Buffett's returns all right so now that I've given you some facts he's not old he's not archaic well he is old but his his strategies still work so let's dig into a massive clue that Warren Buffett talks about many times in his letters in his meetings talked about it over the years and it's called deal box strategy at the Berkshire Hathaways annual shareholders meeting in April of 2022 the Oracle of Omaha as they call them answered questions and he reiterated to the audience of tens of thousands of investors that over the last five decades he stuck to his core investing strategy in what he calls his circle of competence you've heard the old investing adage before you know don't put all your eggs in one basket right because of course you know if you drop the basket if something happens to the basket you're going to lose all the eggs so the adage tells us that placing each egg in a different basket is more Diversified now there's more risk of losing one egg but less risk of losing all of them which sounds good right but Warren doesn't agree in fact he says the opposite he says that we should put all your eggs in one basket and watch the heck out of that one basket Warren Buffett believes that diversification makes little sense if a person doesn't know exactly what they're doing diversification is a protection against ignorance and it's for people who don't know what they're doing and don't know about the businesses they're investing in now I say that for many diversification is actually diversification now don't get me wrong right don't misunderstand this I invest in lots of things just like Buffett does Buffett also invests in lots of things he's Diversified but for Warren Buffett what he's saying what this means is that he only invests into companies Industries and markets that he knows like the back of his hand and so he ruthlessly sticks to this it's his circle of confidence and so do I if I don't understand a business or a market I just stay away I don't know everything nor do I need to and wading into Waters that I don't understand only adds up to the level of risk that we have and of course you should know this right just look at the wealthiest people in the world they're entrepreneurs who have created companies that grew exponentially in value like Bill Gates he made all his money in a single basket called Microsoft Jeff Bezos made his wealth in a single basket called Amazon Zuckerberg made it in his basket called Facebook they all made their wealth by putting all their eggs into one basket in a an interview from 1985 Warren Buffett explained it when he said that the key to good investing is about exploiting one's area of competence defining your level defining your area of competence and valuing businesses and then within that area of competence finding whatever cells at the at the cheapest price in relation to value and there are all kinds of things I'm not competent to Value but there are a few that I am confident about taking advantage of one's expertise in a group of stocks an investor can sometimes find upside opportunities when the market prices them below their actual worth so what he's saying is that you can participate in groups of stocks and different sectors as long as they're in your core area of competence now when it's in your core area of competence then you'll instantly already recognize when something's below its actual value when you pay attention to it now when I want to buy something I typically want to go figure it out so for example I wanted to buy a car for my daughter I'm going to buy her a used car she doesn't get a new car yet so she wanted a particular car I didn't know anything about that car I don't know how much they go for I don't know what models there were I don't know what features there were and so I spent way too much time looking at every model every car every feature and I actually made a spreadsheet and I started to put and mileage down I started putting features down I started putting colors down I had this master spreadsheet with like 25 30 cars in it it gave me an area of expertise around this car this model in this year and so when I would see a car that was cheaper I instantly knew it because I had put the time in to understand it that's what he's talking about here you'll understand opportunities when you see them if you stay in your core competency now 14 years later at Berkshire Hathaway's 1999 shareholder meeting Warren Buffett would explain to his investors again when he said quote different people understand different businesses and the important thing is to know which ones you do understand and when you're operating within what I call your circle of competence so let's break this down what does this look like in practice for us how do we use this strategy to multiply and preserve our wealth well it starts with investing our money into companies and businesses that we know we like we understand so we have at least a base level of knowledge about the market or industry that it's in and we have an interest to acquire more knowledge and pay attention by watching it so let me give you an example let's say that I'm a contractor so I work in construction well then I have a base level of understanding of construction of building supplies of market dynamics Supply demand things like that so maybe I would want to invest in two things I know so for example maybe I invest into home builder stocks I invest into concrete companies window manufacturers let's say that I'm a programmer I'm a computer programmer because I because I'm a computer programmer then I have a base level of understanding of software software companies new technology new Chips data centers things like that so then I can invest all through that ecosystem let's say that I'm a programmer but I'm also really interested and I'm also involved in real estate where the contractor might really be interested in AI well that's great if so but if not then just stay in your core circle of confidence if you're the contractor who here is like oh my gosh look how cool this AI stuff maybe I'll throw some money over there but you don't know anything about it nor have you taken the time to learn about it then you should stay away now it's critical for us to invest in companies whose values and Visions are similar to our own and for us to be knowledgeable and interested enough to be able to watch the performance of those businesses and their stocks so just like Warren Buffett I created my own deal box right I created my deal box which are the types of deals and Investments that I look at if they don't fit the criteria of my deal box that I don't invest simple as that if you want to have the same results of the greats then you have to do the same things as the grades do so be like Warren Buffett and watch your basket is that what you're doing though or are you just spraying and praying let me know in the comments down below are you in your your deal box are you spraying and praying you can leave me one or the other of course as always give me thumbs up if you like the video if you don't give me a thumbs down but at least tell me why if you'd like me to make more videos like this let me know in the comments down below subscribe if you're not already and that's what I got to your success all right so we just finished the video hopefully you enjoyed it I know Warren Buffett has no Secrets but we have our own Secrets there is a 7.5 trillion dollar shock wave that's about to happen in the markets in the currency and commodity Market that you don't want to miss this so come hang out with me on my free live event like I said I have about 100 slides I'm getting ready to show you all the charts the graphs the data what we can do about it you don't want to miss it it's all for free there's a link down below there's probably a QR code on the screen as well I hope to see you there foreign
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