저자: MHFIN · 외국인
요약 보기
결론: 전기차 확산에 따른 리튬 수요 급증을 근거로 리튬 관련 기업(버크셔 해서웨이, ARM, FMC)에 분산 투자하는 것이 장기적으로 유리하다는 주장. 영상 주제: 구독자 질문(어떤 미래 트렌드에 투자해야 하나)에 대한 답변으로, 장기 투자와 신기술 관련 투자 방법을 다룸. 신기술 투자의 어려움: 전기차, 블록체인, AI, 양자컴퓨팅 등은 가능성이 크지만 어떤 기업이 선두가 될지 예측하기 almost 불가능하다고 설명. 테슬라 사례(예시로만 언급): 로빈후드 매매 요약을 근거로 불확실성과 리스크가 크다고 함. 감사(인수 문제), Audi·Mercedes 등 기존 완성차 업체의 경쟁 심화, 수요가 본격화되기까지 수년 걸릴 수 있음 등을 지적. 다만 슈퍼차저 네트워크, EV 기술, 배터리 엔진의 가스 대비 우위 때문에 향후 10년간 수익성이 높을 잠재력은 있다고 봄. 그러나 결과 예측은 동전 던지기 수준이라고 평가. 테슬라 매수를 권유하지는 않음. 워런 버핏 전략: 버핏이 개별 기업 대신 리튬이라는 원소 자체에 투자하는 방식으로 리스크를 줄이고 수익 가능성을 높인다고 소개. 리튬의 수요 근거: 전기차, 배터리, 세라믹 산업 등에 사용되며, 전기·배터리가 화석연료를 대체하면 수요가 급증할 것으로 전망. 리튬 추출 방식: 지하 염수를 펌프로 끌어올려 증발지에서 수개월 햇볕에 말린 뒤 잔여물을 정제하는 방식. 리튬 함유 염수는 제한적으로 존재하며, 전 세계 리튬 매장량의 약 75%가 칠레·아르헨티나·볼리비아 국경의 '리튬 트라이앵글'에 있다고 설명. 관련 기업: 버크셔 해서웨이(네바다에서 리튬 추출 추진), ARM(아르헨티나·칠레 대형 광산 보유), FMC(아르헨티나에서 리튬 사업 운영) 언급. 투자 조언: 이 기업들 및 전기차 산업에 연결된 여러 기업에 분산 투자하면 변동성 높은 투기적 기업 투자의 리스크를 피하면서 장기적으로 안정적이고 잠재 수익이 높은 포트폴리오를 구성할 수 있다고 주장. 출연자 전망: 리튬 및 전기차 관련 장기 성장을 긍정적으로 전망하나, 테슬라 등 개별 종목의 단기 방향은 예측 불가로 봄.
다듬은 글
Hey guys its MHFIN in my last video I said I would take one of the suggested comments and make a video with it so Im holding to that promise with this one. This one comes from ENVI who asked “ What sort of future trends do you see coming and how can we invest in them” foucsing on long term investments and emerging technology is something a lot of YOUNG INVESTORS are demanding FOLLOWING THE EMRGNECE OF YOUTUBErs such as Sven Carlin whose foucus is almost entirely on the long term outlook.
EMERGING TECHNOLOGIES bring up buzzwords and topics such as electric cars, blockchain tech, Artificial intelligence, and quantum computing. Many of these technologies show promise and massive potential profits if invested correctly, but as we know predicting specific companies that will emerge as frontrunners putting to use these technologies is almost impossible.
One of these.. Electric cars.. seems to have some ground, and by all means point to a future in which the internal combustion engine will go away as the world looks to electric technology to fulfill transpiration and energy needs. This of course brings us to Tesla one of the most talked about stocks in todays market.
Now before you click off this video I want everyone to know that I will not be suggesting investing in Tesla I’m just using it as an example to build my case for another idea. If we look at Teslas buy and sell summaries on Robinhood we can see the stock has significant risk with questionable acquisitions, increasing completion by established car companies like Audi and Mercedes, and a market that may be years away from massive demand.
Tesla stock carries tremendous uncertainty that bring with it massive risks to your profolio On the buy side of course there is upside, Teslas unique Supercharger network, incredible EV technology, and the simple advantages batteries engines have over gas make it a potentially incredibly profitable stock in the next 10 years but like we said earlier predicting how it turns out is a coin flip at best.
This is where we look to the greatest investor of alll time. Mr. Warren Buffet. IF you pay attention to the news Buffet is choosing to invest in emerging technology in a very unique way reducing his risk and increasing his potential profits by eliminating the need to pick between specific companies.
He is thinking bigger picture and choosing to invested in atomic number 3 otherwise know as the chemical element Lithium As you know Lithium is used by electric car makers, battery producers, the ceramic industry, and various other markets. If the world is indeed pointed to a future where electricity and batteries replace fossil fuel the demand for Lithium is set to skyrocket.
Unlike various other mined substances lithium extraction is quite unique. Its works by pumping brine water found underground to the surface. This salt rich water is then contained in evaporation ponds where it’s left to the sun for months. The residue left after evaropration is then processed and filtered for lithium.
Of course Lithium rich brine water are found in limited quantities around the world. Unfotunaltey for the US most of the worlds Lithiums reserves are found in South America, Australia and China. In fact 75% of the worlds Lithoum reserves can be found in an area called the lithium Triangle bordering Chile Argentina and Bolivia There are a few US firms including Berkshire Hathways who of course under the guidance of Buffet is begging to extract Lithium in Nevada, ARM who owns some of the largest mines in Argentina and Chile.
And FMC which operates its lithium business in Argentina Investing in these companies right now is a great way to avoid the risks associated with investing in speculative organizations with high volatility, by diversifying across multiple organizations all of which will feed the electric car industry you can set yourself up for long term success within a stable set of stocks that provide low risk and potentially high returns. Thank you for watching.
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