저자: RakeshJhunjhunwala추모대담출연자 · 외국인
요약 보기
인도 투자 거장 Rakesh Jhunjhunwala의 생애와 투자 철학을 회고하는 추모 영상이다. 인물 평가: 5000루피 소액으로 시작해 40년 가까이 자산을 58억 달러로 키운 투자자이며, 워런 버핏 외에 신흥시장 주식투자로 억만장자가 된 유일한 인물로 소개된다. 철학: 인도에 대한 강한 믿음, 자신에 대한 확신, 주식시장이 가치를 창출한다는 믿음이 그를 움직였다고 평가된다. 포기란 없었다는 태도도 언급된다. 투자 방식: 레버리지와 선물거래를 활용했고, 확신이 서면 기존 노출을 잊고 새로 베팅하는 공격적 스타일이었다. 확신이 강할 때 얼마나 크게 베팅하느냐가 중요하다는 원칙을 실천했다고 한다. 실수와 태도: 일부 실수도 있었으나 빠르게 인정했다. 최근 몇 년간 어려운 시기에도 생애 가장 공격적인 베팅을 했다고 전해진다. 인간적 면모: 병원에서 투석을 받으면서도 인도 시장이 강세라고 말했다는 일화가 소개된다. 프로모터들의 과거 발언을 상기시키던 날카로움도 언급된다. 언급 종목·자산: 구체적 종목명이나 가격 전망은 등장하지 않는다. 리스크: 레버리지와 과도한 집중 베팅의 위험성은 직접 경고되지 않았으며, 영상은 이를 긍정적으로 묘사한다. 결론: 과거 인물에 대한 추모이며 현재 시장에 대한 방향성 예측 발언은 없다.
다듬은 글
color the big bull of the large Street Rakesh junjun Vala would have turned 63 today the ace investor who died in August last year not only left behind a tall Legacy of smart Investments but also inspired many on the Lal Street Beyond markets with his spirit and charisma starting as a student investor with a capital of just 5000 rupees in 1985.
Rakesh junjunwala grew his wealth to 5.8 billion dollars in less than four decades as we celebrate the Mavericks investors births birthday anniversary today some Market leaders many of them Rakesh junjunbala's friends fondly recall his life and times let's listen in other than Warren Buffett he's the only man who's become a billionaire through stock market investing that too in an emerging market that two in dollar terms I think you can uh woken up in the middle of the night I've talked to him when he was in the hospital bed doing dialysis under pain but he would still say it's bullish in India he was a CA he could have gone and stayed anywhere in the world but he chose India as a conscious decision because he truly believed that the tricolor would keep flying high I think was an Eclectic investor he was open-minded had very strong opinions and what motivated him was his own aspiration for himself I think what Drew him was his intense belief in India his intense belief in himself and his intense belief in the power of the equity markets to create value there was no nothing called quitting rakishi's vocabulary mind thought process there was no quit over there so in fact Ramesh in the last couple of years when he was going through a difficult time the mood was not very good because of covet I think he made some of the most aggressive bets of his life I think agility wise asked also I think he was working at a performance level which I don't I had not seen in the last five seven years maybe in the full bull market first one but this time that it was just unbelievable what he was doing I think he had a very natural instinct you know I would like to compare it to rather sort of flippantly to trained pigs being made to pick up truffles from the ground so he had a really unknown he did make a few mistakes particularly many uh would have would go by the reasons other than uh sort of financial decision making out of relationships Etc but it was quick to admit them but he had a very uncanny sense of knowing who's going to do whatever very keen and a detailed I so many I have seen so many promoters very uncomfortably squirm when he reminded them over there what they had said at the time of investing his um his knowledge and his I was so far away from investing and the words and the language that was being used in a way I think I was dazzled I think more than everything else that he gave to me the time he gave was the most valuable you know I think it said that it's not important how often you are right but how much you are in when you are right so nobody epitomize that better than Rakesh you know in fact I used to be I would say almost there open mouth you know Shameless admirer of the way that he could do it because the ability to carry risk through leverage through Futures trade to pyramid and do what his conviction told him and every trade was a new trade forgetting the fact that you already had an exposure I think the ability to leverage that is the most important thing and double up that is one one particular technique foreign
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