저자: 미상 · 외국인
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워런 버핏의 투자 원칙 10가지를 소개하는 교육형 영상이다. 버핏의 어린 시절 사업 경험(콜라 판매, 골프공 수집)과 1942년 시티즈 서비스 주식 투자 일화를 소개한다. 경영진의 역량을 가장 먼저 평가하고, 기업 전체가 아닌 비지배적 지분을 보유하는 것이 원칙이라고 설명한다. 단기 가격 예측이 아닌 자산의 미래 수익 생산성에 집중하고, 추정이 어려우면 투자하지 말라고 강조한다. 최근 많이 오른 자산을 사지 말고, 주가를 매일 확인하지 말며, 매크로 전망에 시간을 낭비하지 말라고 조언한다. 루머나 지인의 종목 추천을 맹신하지 말고 직접 검증하며, 공포 시장을 기회로 활용하기 위해 현금을 비축하라고 권한다. 자신이 이해할 수 있는 사업에만 투자하고, 일반 투자자에게는 저비용 S&P 500 인덱스 펀드 투자가 적합하다는 버핏의 유언장 조언을 인용한다. 결론적으로 이 원칙들을 습관화하면 누구나 장기적으로 부를 쌓는 데 유리하다는 메시지다.
다듬은 글
how to invest like Warren Buffett okay so Warren Buffett is unarguably one of the greatest investors of all time has been called the Oracle of Omaha the sage of Nebraska and from a young age he knew he would be rich that prophecy did come true and today he's worth about 80 billion dollars at a young age Warren would buy six packs of coca-cola for a quarter can sell each for a nickel he also sold the newspapers in magazines door-to-door he collected and sold the golf balls and in fact he even got other kids from his neighborhood to collect himself golf balls as well he had all sorts of small ventures he grew up doing he wants to make money he said he loved doing business and armed about 114 dollars in which he had saved in 1942 he bought it for a stock called cities and services he said he went all-in and made a good return and I think it's safe to say the kid had a bright future and together with his partner Charlie Munger they have created one of the largest corporations in the world so luckily for you and I Warren has left clues as to how he became so successful so in this video I'm going to share 10 principles for investing that anyone can use to become rich so whenever Warren goes hunting for companies and businesses to buy he looks at the management team first whether they're talented incompetent and if so he buys shares in the business one of his policies is not to buy a hundred percent of a company or a business but to own a none controlling but substantial portion of the business after all when he owned hundreds of companies who has time to run the bomb right Warren has invested in a vast amount of businesses over the years ranging from lollipops to get airplanes some of the businesses measured by earnings enjoyed terrific economics producing profits that run from 25% after-tax to far more than 100 percent others generate good returns in the area of 12% to 20% however a few of the businesses he has invested in have very poor returns the mistake he attributes to missteps in meeting capital allocation and evaluation of the dynamics of the companies and the industries in which it operated and on the other hand the isness steps he attributes the poor returns are usually small blunders in the overall balance sheet so keep your mistakes to a minimum and don't be shy about taking calculated risk never gamble your money but invest in a venture that has a good chance of succeeding focus on the future productivity of the assets you are considering investing in if you don't feel comfortable making a rough estimate of the assets future earnings just forget it and move on the one has the ability to evaluate every investment possibility but omniscience isn't necessary you only need to understand the actions you are undertaking warren buffett says you don't need to be an expert in order to achieve satisfactory investment returns however you must recognize your limitations and follow a core certain to work reasonably well keep things simple and don't swing for the fence when promised quick profits respond with a quick note when investing if you focus on the prospective price changeover contemplated purchase you are speculating there is nothing improper about this though but you should be skeptical of people who claim that they can accurately predict the future price of a stock with no solid evidence to prove so half of all coin flippers will win their first toss but none of those winners are assured of profits if they continue to play the game the fact that a given asset has appreciated in the recent past is never a reason to buy it don't keep watch of your stocks daily in warrens annual report he wrote with my two small investments I thought only of what the properties have produced and cared not at all about their daily valuations games are won by players who focus on the playing field not by those whose eyes are glued to the scoreboard if you can enjoy Saturdays and Sundays without looking at the scoreboard give it a try in the weekdays forming macro opinions or listening to the macro or market predictions of others is a waste of time indeed it is dangerous because it may blur your vision of the facts that are truly important such as the annual report of the business future plans to be happening the management team are they competent or not such things emotions aside owners of stocks however too often that their emotions and irrational behaviors of their fellow owners cause them to behave rationally as well because there is so much chatter about markets the economy interest rates price behaviour of stocks etc but you are overwhelmed and end up making irrational decisions some investors believe it is important illicit dependence and worse yet important to consider acting upon their comments people too often become frantic when they hear chitchat about an inside trade or deal they just can't miss on and worst of all they act on this false information without putting any time to research whether this information holds any merit or not never take investing advice from someone who doesn't have a clue about investing the point is do not make life-changing decisions predicated on tips or rumors you might have overheard do not take investing advice from friends and people who know nothing about investing or the stock market if your best friend or co-worker is advising you to invest in a particular stock or business don't just jump into it critically analyze information he or she is providing you ask them where they got the information from and who gave it to them it might actually be a good tip but firstly your own due diligence before investing a flash crash or some other extreme market of fluctuation is really bad for your average Joe but it seldom hurts a seasoned investor because while other people are seeing red flags and smoke everywhere all is he's an investor can see his opportunity indeed tremblin markets can be a great opportunity to the true investor if he has cash available so always have a reserve for such moments Warren wrote a climate of fear is your friend when investing before ik world is your enemy never buy at a premium always have cash laying around for such time because the market will bounce back it always does when Warren and Charlie buy stocks they think of it as a portion of the business their analysis is very similar to that which they use in buying entire businesses they first have to decide whether they can sensibly estimate an earning range for a 5-year period or more and if the answer is yes they will buy the stock or a business if it's selling at a reasonable price in relation to the bottom boundary of their estimates if however they lack the ability to estimate future earnings they simply move on to other prospects Warren Buffett said that in the 54 years he and Charlie have worked together they have never forgot an attractive purchase because of the macro political environment or the views of other people in fact these subjects never come up when they make decisions so don't let small circumstantial issues hinder you from making a good investment most investors of course have not made the study of business prospects a priority in their lives if wise they will conclude with that they do not know enough about specific businesses to predict their future earning power but Warren Buffett says I have good news for the non-professionals the typical investor does not need their skills in aggregate American businesses have done wonderful over time and will continue to do so though most assured in unpredictable fits and starts in the 20th century the Dow Jones Industrial Index advanced from 66 to 11,500 paying a rising stream of dividends to boot the 21st century a witness for the gains almost certain to be substantial Warren says the goal the non-professional should not be the big winners neither he nor his health risks can do that rather it should be to own a cross-section of business that an aggregate are bound to do well the low-cost S&P 500 next button will achieve this goal it is no secret that Warren plans to give away most of his fortune to charity upon his passing in his will he said my advice to a trustee could not be more simple for 10 percent of the cash in short term government bonds 90 percent in a very low-cost S&P 500 index fund I suggest Vanguard he said I believe that trusts long-term the result from this policy will be superior to those attained by most investors whether pension funds institutions or individuals who employee - managers so in conclusion these are just 10 things that weren't buffered in seasoned investors used to become rich and by employing these habits you'll be much better equipped to become wealthy yourself thank you for watching guys and I guess I'll see you on the next one Cheers
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