저자: JimRogers · 외국인
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결론: 성공 투자의 핵심은 아는 것에 집중하고 핫팁을 피하는 것이며, 특정 자산 가격 전망은 제시하지 않음. 투자 원칙: 자신이 잘 아는 분야에만 투자하고, TV·인터넷 핫팁에 따라 매매하지 말 것. 리서치 방법: 사업보고서와 주석을 읽어 숫자와 경쟁 구도를 이해해야 하며, 대부분의 월가 사람보다 보고서를 더 깊이 읽는 것만으로도 우위가 생김. 종목 발굴: 시장에서 무시되고 미움받는 자산은 대체로 저평가되어 있으니 주목할 만하며, 여기에 긍정적 변화(예: 러시아 증시의 저부채·저평가와 크렘린 내 변화 인식)가 더해지면 투자 기회가 됨. 스타일 결정: 투자 스타일은 시행착오를 통해 자신에게 맞는 것을 찾아야 하며, 본인은 초기 단기매매에 서툴렀음을 경험으로 말함. 열정과 지속: 자신이 좋아하고 잘하는 분야를 찾아 꾸준히 몰두하는 것이 성공의 바탕이라고 강조. 리스크 관련: 과열된 인기 자산은 버블이 명백하지 않는 한 피하는 편이라고 밝힘. 다만 특정 시점의 시장 전망이나 개별 자산 방향에 대한 구체적 언급은 없음.
다듬은 글
how to be a successful investor the answer is stay with what you know don't listen to me don't listen to TV people internet people just stay with what you know David if I told you you can only have 20 investments in your life you would be very careful you wouldn't be jumping in and out listening to Hot Tips every day every month you would stay with what you know and you would become a successful investor in today's video Jim Rogers chairman of Rogers Holdings and co-founder of the legendary Quantum fund gives the best investing advice he believes that the key to becoming a successful investor is to stay with what you know and avoid Hot Tips focus on what you have knowledge about and invest in things that you are familiar with when you see something that you know is going to be successful and exciting do your research figure out if you should invest and how to invest read the annual reports and notes to understand the numbers and competition the best way to find good Investments is to look for things that are ignored and hated because they are likely very cheap however it's important to to also look for a positive change taking place whether the style picks you where you pick the style it's important to find what works for you through trial and error here is more of what Roger had to say everybody watching this knows a lot about something whether it's fashion or cars or sports or something when you see something that you know is going to be successful and exciting don't just say oh that's going to be great don't tell all you then you go and you do your research and you figure out how to and if you should invest and how to invest and then you invest you will know it long before I will or long before other people in the investment Community we'll also know when to sell because you will know when something's going to change again nobody likes to hear it David everybody wants a hot tip everybody wants to be rich this month well the second advice is don't listen to Hot Tips and stay away from Hot Tips yeah so just stay with what you know man it's boring and nobody wants to hear it but that's how how you become successful you know in those days we did nothing but focus and concentrate and dig deep and dig deep and dig deep that's how you become successful do you think an investor at one point consciously picks a style let's say value versus growth for example or is it more that the style picks the investor meaning that eventually it conforms to her personality well that's a good question but I think it's a the question the answer to that question is figure out what you yourself know best when I first started I had no clue I I once worked for a guy who was a genius Trader I mean he he would he were about 50 or 100 stocks on the stock exchange he didn't know much about them I mean he knew IBM was a big company but he didn't know what they he knew very little but my God he could buy and sell him he won session each there's a there's a block of a hundred thousand IBM for sale on the floor of the exchange go buy them for me at 90.
I said what are you talking about how do you know are you just sitting there reading a newspaper I mean the tape was running by in those days they had the tape running back sure enough it was there I mean he was a genius short-term Trader he never owned anything longer than a week or two but my God he was good but I am hopeless on the first short-term Trader in the world in the world so everybody I didn't know that people had different styles I didn't know that wouldn't work for me but eventually I found my trial and error uh what I was less bad at but I was reasonably good at and so I found my way right I know I'm a terrible short-term Trader well I don't even try it anymore I didn't know it then but I found out and whether the style picks you or you pick the stop for me it was trial and error first of all you looked at all of those things the income statement the balance sheet Etc you know I found David early on that if you read the annual report you do more than 90 percent of the people on Wall Street if you read the notes to the annual report you do more than 98 percent of the people investing so back to what I said before do your homework but this is not easy everybody looks on TV and they say I could I could have bought Apple 30 years ago I could have done that well maybe they could have but they didn't because it's not easy so you have to do your homework you have to research you have to do the balance sheet you have to understand the numbers how do I do it I don't by now I've done it you know 100 thousands of times so I have a little bit of experience I have a little bit of self-knowledge and experience and so I look at things that I maybe didn't know about before but I used to be a professor and I explained to them you have to understand the numbers first of all but then you have to understand the competition you have to understand everything this is not easy I wish it were one of the things that I have learned about me if something is really high in popular I usually don't bother with it unless it's obviously a bubble and then I will look at it to sell show up but mainly I look at things that are ignored hated you know I want something that if it's hated and ignored it's probably very cheap that does not mean I will buy you have to find something that's hated and cheap and then you have to find a change taking place for many decades I was anti-russia and Soviet Union I have never only time I ever invested in the Russia was I was short uh the ruble once but then in recent years I have come to realize my God this place is hated very cheap low debt and I thought I perceived a change taking place in the Kremlin and that's the second word you need to understand cheap and a positive change so if you can find something that's cheap and a positive change you're probably going to get very rich well when I was 30 I was in I was on a roll I mean you said we made 4200 in 10 years when the market made I wouldn't do anything different I found my Niche I found what I loved I found what I was good at so if you're looking figure out what you love the most whatever it is and if people laugh at you you're probably really right you're probably really doing the right thing just find your own passion and stay with it my passion was it still is but especially then my passion was the investment world all over the world it didn't matter we didn't know about countries we didn't have all these labels but value and blah blah we just found things that were cheap and bought them or found things that were expensive and sold I'm sure I look so if you can find your passion whatever it is that's what you should do ignore your friends uh if you say I want to be a gardener David everybody's going to laugh at you you go and become a gardener because if you love you'll never go to work you'll wake up every day and have fun you'll be the happiest person around it won't matter if you're successful because you're happy but you will be successful because those are the people are the most successful so David find your passion whatever it is and then do it to the at first I told everybody was smarter than me because they were older and and been around more experienced than me than I found that most of them made missed many mistakes too I should stop listening to them and I started realizing that if I could find things that's when I started realizing hey key for me was to find something cheap that was changing and I realized about the numbers and the balance sheets I told you before I realized that I was once working on reading an annual report and doing a spreadsheet an experienced guy walks in the room and said people still do that nobody looks at press spreadsheets anymore laughed at me well I mean I was embarrassed but I kept doing it uh that was what I I loved and I by experience I learned that if I understood the numbers and I understood what was going on I was a b ahead I'd be ahead of other people it wasn't easy but it turned out I loved it and I love the track down everything but there was purely by experience and learning that the more I knew about the companies the competition the numbers the more likely I was to be successful
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