저자: PushkarRajThakur · 외국인
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워런 버핏의 담배꽁초 투자 전략(청산가치 이하 저평가 주식 매수)을 소개하고, 이를 현대에 적용하는 방법으로 investing.com Pro Picks AI 포트폴리오를 홍보. 최근 5년 Bharat 포트폴리오 수익률이 니프티50(110%)을 크게 앞선다고 주장하나 과거 백테스트 수치임. 구독 링크 및 할인 유도 포함.
다듬은 글
Have you ever heard of the cigar butt strategy ? This is the strategy that made Warren Buffett rich in his early days. Look, today we talk about the fact that for the last 30 years Warren Buffett has been in the list of top 10 richest people in the world. Even today we see that he is in the list of top five richest people in the world.
The question is not whether he is included in this list today. Today he is one of the richest people in the world. The question is, when you started, how did you do it? Can we also start something in the same way and make money ? Look, if you go and read about cigarette investing on Google, he basically learned this strategy from his teacher whose name was Benjamin Gram.
Now you must have read a book by Benjamin Gram called The Intelligent Investor. If you haven't read it, you can go and read it. If you want me to make a separate video on The Intelligent Investor, please write in the comments. I'll understand if you want the video above from The Intelligent Investor.
Today we are talking about what is cigarb strategy? Imagine you are at an airport. You go to a smoking lounge inside an airport. There's a man there, he's about to come out. So he was smoking his cigarette but it was getting late and he had not finished it completely. You go in and say, no problem, give me your cigarette.
I will throw it. So that cigarette is still there. Now that cigarette is still there and you smoked it, what happened? You got to smoke those cigarettes for free and the person who wanted to smoke smoked as much as he wanted. Let us understand how it works in investing. Let's assume there is a company whose stock price is currently $50, but if you sell the entire company.
You should sell this entire company. Even if you sell all its assets, you will still get $5. So will buying this company be a discount deal or not? That discount is a free deal. He says in Hindi, rub the free sandalwood, my son. This is exactly the same thing. If something is initially worth $65 and you get it for $50, it's like, " Brother, this is a $500 note." And I am giving you this $500 note and saying give me just a $200 note in return.
It was not a free deal. This was a free deal. But how did Warren Buffett use it? Let us understand this. This is a very famous example by Warren Buffett. You can also go and read it. There was a company called San. Now I am giving this example. In this way he worked in countless shares. This is what he used to do in the beginning.
Used to buy shares. less than their intrinsic value and they would go and sell it. As soon as that stock would hick up a little bit it would come up a little bit. So the example of this company that I am giving you is SV Map, this company basically used to make maps. Why did you make maps? As of today, you have Google Maps.
Earlier there was no Google Maps. Where would Google MaS come from in 1950? So making maps was very important. And for insurance companies to sell insurance, even for selling car insurance, it was necessary to know which places have more traffic , where the chances of road accidents are higher. So these maps were very useful.
So the clients of this company were insurance companies. But now his business slowly started going down. Eventually, their stock started trading at $45. Now at $45, Warren Buffett studied that the stock is not falling. So what did Warren Buffett do ? Used to look at the stocks of such companies which are falling.
Giving negative returns consistently. But he wanted to see if there was any life in this company? Even if I bought this stock today for $45. This may even become zero, friend. It should become zero. But if I have this stock and the company has to sell itself. If its assets have to be auctioned, how much money will I get?
He calculated and got exactly the same answer which I am telling you now that the stock is worth $45 and even if you sell it, you will still get $65. Now here it is, an undervalued stock. It became undervalued. Have to buy this. Warren Buffett bought it. Now while buying, he thought that if I want to earn huge profits in this, then I will have to come on the board and to come on the board of the company, he invested so much in this company, he even invested the money of his family members and came on the board of the company and when the company distributed its excess assets among the shareholders, then he realized the same intrinsic value which he had thought.
So now we feel that 45 has become 65, what a thing has happened. But if you go to the calculator and add 45 to 45 and make it 45%, then the answer comes to 65%, he has made a return of approximately 50%, brother, a return of approximately 50%, do you and I plan a return of 6% in FD per year or have we planned a return of 50%.
This is the advantage when you do value investing. And that is why margin of safety is also talked about that you should buy stocks when they are available at a discount. Now how do we buy it at a discount today ? Well, think about one thing, today we are not in 1950. We don't need to make a map. Today we are not in 1950.
We do n't need to do what Warren Offe did in the 1950s, reading company balance sheets and financial statements. Today we have AI. Today I will not tell you but show you how strong returns you can earn by using this AI. For example, let us go to investing.com. When you go to investing.com, you see Pro Picks AI here.
Now AI is working for you. Stocks are being filtered and given. For this you will have to take their pro subscription. There is a link in the description and print comment for discount. If you click on it, you will also get a discount on their Investing Pro subscription. Now look here, you will see Bharat Barge here.
Bharat Bargain means you are buying Indian stocks at a discount. Let's look at one thing, let's talk about the last 5 years. Nifty 50's return for the last 5 years is 110%. Now 110% is an amazing return. The money doubled. But if you had used this AI approach, the money would have been eight times more than double.
Returns are above 800%. You talk about the last one year. While the market return in 1 year is -1.7%, here it is +8%. Plus point8 sorry. So what it means is that while the market has given negative returns, this portfolio has given profits even in one year. And if you look at Max, the market has given a return of 157% in the same tenure.
We are telling you the data from 2019. So if you see the market return is 157% for Nifty 50 and the return of this portfolio is more than 1200%. So can you also achieve returns of 1200%? How to do it? Let us understand this. What is there here? The return for 7 years is 1200%. The annualized return that is coming is 45%.
Again I gave the example that you get 6% in FD. We calculate the return of Nifty as 12%. Now all the stocks in this portfolio are listed here. If these stocks were also in your portfolio, the returns would have been the same. Now if you go over here and copy this. If you copy this watch list, then there is one important thing, let me tell you that right now.
What does this AI do best here? It does n't just tell you which stocks you should buy right now. It comes to you on the first of every month and tells you to add these stocks to your portfolio and remove these stocks from your portfolio. So when you see that you are buying these stocks and taking out these stocks, then at what profit or loss have these stocks been taken out.
Like this stock has been sold at a profit of 23%. This stock has been sold at a loss of 13%, 9% 3% 1% of 21%. It has been withdrawn at a loss of 23%. But if you see overall, you have booked profit. So what will happen with this strategy? Profits will be automatically booked in your portfolio. What Warren Buffett was doing was biting himself thinking, I should get out now.
This AI will tell you that you should leave now. Now if you look inside this portfolio, BPCL is already giving a return of 19%. 18% of Hind PRO will show you different stocks and you get complete analysis along with date along with rebalancing. Along with this, I had given you a strategy of Pro AI B Bar GS, if you see it in this way then here B infra, B Bharat mid cap movers, Bharat small cap movers and here Bharat market outperformers.
You get a total of five strategies which you can follow yourself. Example: You are interested in small caps. Which small cap company should I invest in now? If you look at the returns here also, then again the return of Nifty Small Cap is 165%. The return of this portfolio is 1800%. Which stocks should be bought and which should be taken out on the same date of every month ?
This entire list appears before you. And you will also see here which stocks are there in this portfolio. So here you get five strategies which you can follow. Then you get Warren AI here. What does it mean ? If you have to ask about any stock, for example, you have to ask about MRF or any other stock, you can take Suzuelon, it is on the lips of many people.
So you just write Suzuelon and hit enter. AI will do the complete analysis of Suzuelon and give it to you here. Whether you want to stay in stock or not, this AI gives you all the details. Now see how he has analyzed it. It showed revenues that increased by 67%. Net income margin increased from 19%.
Return to equity is giving you a running total of 41.3%. PE is looking a little bit more to me. 67% has a debt to equity ratio of 5.3. What is the future performance in this manner? How much is the analyst's target coming? Whatever is coming out of 71 means it is not any financial advice. So I am reading out what the AI is saying.
So for now, technically, the momentum seems to be down. Down is running. A is trading near its 52-week low. So what Warren AI is offering here is that there could be a value trap here. A contrarian opportunity can arise here. What this means is that the fundamentals are going well but the technicalities of the market are not showing confidence right now.
So if the technicalities turn then something good can be made here. Apart from this, it is clearly written here that the content is for professional purposes. This is not investment advice. So if you make any investment, do it after careful consideration and taking advice from your analyst. I am also not a SEBI registered advisor.
But I am just showing you one use of AI. Similarly any other share example you want to ask about Reliance. You just write the name. Its complete analysis will be presented to you. So you can do this yourself also. How did you like Warren Buffett's Cigar Butt Investing Strategy? Please let us know by commenting.
But I will definitely tell you what Warren Buffett did inside Letter on Life. He met a friend who also became his business partner, whose name is Charlie Mang. Charlie Munger said, "It's better to buy a great company at a fair price than to buy a fair company at a great price." So what will happen is that there will be growth in the long term and that is why today we see who has such a big share in Coca-Cola?
Warren Buffett's American Express, Bank of America are some of the prime companies in which he has a moat and has invested because of the mode. Now what is this mode ? You will tell me this in the comments. And investing proper, like I have just shown you the complete analysis of Reliance, momentum versus fundamentals.
You can do this yourself. By visiting Investing Pro. You will find the link to So Investing Pro in the description and pin comment. Remember that is a special link. So if you want a discount, you will get it through the same link. So if you click through the link then you will get discount on Investing Pro subscription.
Let me also tell you what the cost of Investing Pro is. If you look now, you can get a discount of up to 55%. If you go down, this is a monthly plan of just ₹29. But if you go through the link that I have given you, you will get a plan of ₹29 per month. So if you want to take it, you can take it. Its billing is done annually.
So if you want to claim the sale, click on the link in the description and pin it in the comments and subscribe to Investing Pro and make 2026 your breakout year. Finally, if you want me to make a video on Warren Buffett's coach Benjamin Gra's book The Intelligent Investor, then write in the comments, yes we want the video.
You can write the video in the comment, only then I will know that you want the video. Share this video with maximum people. And we will see you in the next video. Till then please subscribe this channel. Click on the bell icon.
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