저자: InvestMindset채널진행자 · 외국인
요약 보기
워런 버핏 방식의 성장주 분석 체크리스트를 소개하는 교육 영상이다. 핵심 결론: 성장주 선별은 시장 잠재력, 지속적 신제품 개발, 마진, 경영진 평판 등 정성·정량 질문에 답하는 체계적 과정이어야 한다. 시장 잠재력과 제품 개발: 회사가 미래 성장 여지가 있는 시장에 있는지 확인하고, 기존 제품 이후에도 신제품을 계속 내는지 본다. 애플을 예로 들며 R&D 지출은 7% 수준으로 낮지만 혁신(개량)으로 성과를 낸다고 설명한다. 마케팅과 마진: 마케팅 효율이 중요하며, 애플 휴대폰 제조원가는 약 30달러 수준으로 마진이 높고 매출총이익률이 꾸준히 상승한다고 말한다. 마진 분석은 Vested 앱 활용을 권한다. 노사 관계와 경영진: 직원 평가(Glassdoor 등)와 경영진 승계 계획을 확인하고, 경영진의 주주 가치 극대화 성향(자사주 매입·배당 조정)을 평가한다. 재무 전략: 단기·장기 사고방식, 자체 현금으로 성장 자금 조달 여부, 부채 의존도와 주식 희석 여부를 본다. 자사주 소각과 주당이익 증가 효과도 언급한다. 경영진 정직성: 회계 조작 등 부정 리스크가 있으면 아무리 좋은 회사도 투자 대상에서 제외해야 한다고 강조한다. 애플은 40년간 중대한 사건이 없었다고 평가한다. 리스크: 영상은 개별 종목 투자 조언이 아니며, 체크리스트 적용 시 최종 판단은 시청자 몫이라는 취지다. 제시된 대상 자산 중 직접적인 가격 방향 예측 발언은 없다.
다듬은 글
Is this the best investment? This will automatically build your confidence in investing. So today we'll use a checklist that comes from a very powerful book called Common Stocks and Uncommon Profits, written by Philip Teicher 70 years ago, but it's still a very powerful book. It contains a lot of timeless advice for finding high-quality growth stocks.
You'll get a sense of this yourself before the video ends. So, if you want to improve your investing knowledge, you should definitely watch this video. This video is going to be incredibly valuable for you, I guarantee it. Many people ask me how they can invest in stocks from India. So I invest in stocks through the best app, which is International Stocks.
The entire process is completed quickly, and you'll receive a gift from them. You'll transfer the money to your account to invest. In 1980, I told myself that my strategy is inspired by Benjamin Crimson. 15% of the answers in this book are by Philip Teicher, but in the publicity. A book was written on ₹1, named The Board Settlement.
In this, Arthur had said that the odds of number-wise increase are 50-50. I also studied Bombay from this point of view. But now, if you closely follow Bombay's portfolio and his investment strategy, then according to me, 1% is money and in 15%, he has found the answer to one question and you will get an idea of the company.
You can apply it to see how the company you have invested in is. There will be a green tick in the purity questions. So, in your portfolio, you can check the company in which you have invested the most from this list to see in how many questions it gets a green tick. So, the first question is does the company have sufficient market potential to increase in the future.
This means that you have to find a company which has its own scope, that is, it should have potential in that market. Now, a very basic fundamental question is that of the company. Share price increases with the actual growth of the company. Talking about Apple, we all know that the company started with mobile phones, computers, watches, and AirPods.
Not everyone uses them; many people do, but very few people use them. So, here we get the " Continue to Develop New Products" feature. This means whether the company's management is ready to develop new products when everyone already starts using their existing products. Now, Apple was originally a computer manufacturing company.
Then in 1993, they created the iPad. In 1993, they started making iPods and launched the iPhone. Now, this company keeps launching many more new products. So, here also we get 11%. And at the last is Apple, which has spent only 7% on R&D. Now, spending less on R&D is not a good thing because in the technology sector, the company has to keep developing new products.
But still, if you ask anyone, which of the 35 companies has launched more new products? If it comes to that, the answer to all will be Apple. If you do a simple Google search, you'll see Apple at the top of all the articles. So how come it's at the top despite spending the least on R&D? The answer is that it uses a very simple and smart study.
It focuses less on invention and more on innovation. This means that you bring a completely new product to the market. This means you make it a little better by adding some new things to it. The company that came first to the market did this. Then Steve Jobs once visited its headquarters where he saw this computer.
What happened after that is history. Or the mobile phone was launched by Motorola company. I have done it and Apple launched its first phone in 2010. Other companies invent and spend a lot of money, but today there is no trace of them. Apple simply uses existing products and makes good profits. That's why its R&D expenditure is the lowest and it is the most effective company.
Havells cannot be a marketing department, there is no need to discuss it because marketing is considered marketing, case studies are taught in schools and you will find thousands of videos on YouTube on this because in their ads you will not see any TV stars who get it, you pay in this, neither any useless jokes nor any clichés, still their marketing is successful, hence Kebab is an average sales organization, again the company is investing in profit margin, so many people always think that currently the government is not good, market conditions are not bad, but the question is not important, how good is it, this should not happen and they have to give discounts, only then their sales happen, the cost of manufacturing an Apple company phone is only around ₹30, the margin is very good, apart from this the company has only research and development and marketing costs, which we discussed earlier, but how does it control it, so we can check the profit margin of this company from Vested's mobile app and friends, if you have a If you want to invest in stocks, you can also invest through Vested's mobile apps.
You can invest here without any broker or maintenance fees. You can find details about this in the description below. You can go there and see that the gross margin ranges between 30% and below. That's why it's more useful, which should be done, but that has n't happened here. Apple's profit margin is constantly increasing.
So we'll discuss this in the Accept video, where we'll study Apple's model. Then the next question is about the company's sending labor and personal relations, meaning how does the company treat its employers? If you look at Apple's glass door receipt, it's above four stars. Now, friends, there are websites where you can rate a company, based on how happy you are with that company.
If we Google " Best Places to Work in the World," the rating of the best companies starts at point 5. It's a very good one. Please provide it. Friends, we've been working for a long time. Steve Jobs appointed Tim Ko as the CEO of the company during his lifetime because he recognized everything in him to make the company shine and was a good scion because it was not 10 years ago that day at 23:00 when Steve Jobs died, no one would have imagined even in their dreams that Apple would be the biggest company in the world today, but Steve Jobs appointed Tim Ko himself as the CEO before retiring because he knew how much percentage of Google you have in the company management.
The company has many people in its management because it should not be that the company is running only because of one person and all the responsibilities are on him. Like Mukesh Ambani of Reliance, we do not know when what happens, what goes into whose mind, ultimately the share price of the company can go down badly because then the market suddenly becomes very negative about the future of that company.
Imagine now you invest ₹100000 in both these companies, i.e., Apple for 10 years and just a few months after your investment, the CEO of both the companies, Tim Cook, resigns. If you were to consider which company 's share price would be more stressful in the short term, and which company would be more vulnerable in the long term?
The answer to both these questions should be company cost analysis and accounting controls. The company is growing but not controlling its profits. For this, you would need to report on the company, which would reveal how the company controls access and where it uses it. Apple has done this; they have completely focused on buying the company for growth, and when that wasn't possible, they either expressed or bought their own shares, and if that was n't possible, they quietly reduced their dividends.
This shows that the company is focused on maximizing the wealth of its shareholders, and this was one of the main reasons why it has given outstanding returns compared to other tech companies. But you won't see that their operating profit margin is very large, and that's why their phone manufacturing costs are very low.
We discussed this earlier, and that's why One company takes 75% of the profits of the entire mobile phone industry. Then the next question is about the 10th company. Short-range and long-range outlook in regard to profit is a very tricky and most important question which very few people understand. This means whether the company thinks about its profit in the short term or long term because if a company thinks about today's profit, there are chances that its future may be launched and if a company thinks about loan, then it will not be available today.
There should have been a record due to which they have got more profit today and now it is thinking about 1 year. You should have such a company which always thinks about how many MB is left and how long term it thinks. For example, if Rocky is living a comfortable life today, then it is because he learned investing 10 years ago and invested his small savings for London.
Then today, while living a comfortable life, Rocky thinks more long term and invests and improves his knowledge more. So, here you don't need Rocky to say that he will be very successful in the future. You should know from his track record what his thinking process is like. How many MB is left and thinks long term and short term.
If you read the company's annual report, you will get a feeling about which company is more focused on what. Today, it is the biggest company in the world and when you search for a project, it launches it. Very few people focus on this. Now this means that when the company needs more money for future growth, will they have to start with more money?
Because a good company always funds its group from its own cash reserves, otherwise, other companies will have to divest their ownership. Meaning, they will have to start with more money. So, both these are generally not a good signal because taking more loans makes the company run, the chances of the company getting hit by bank rate increases and NLSTSE gives low valuation to the companies and by raising more funds, the company's shareholders increase.
So, this will happen that the company's shares first Their company's share decreases if a company is not doing the company's business and is doing the opposite, meaning the company is keeping the extra company with itself, the equity contribution from Ganesh ji is decreasing, Pinky, this is a very good thing for investors because what has happened is that the company's existing shareholders in the market will decrease, so in the future when the company's profit decreases, it will increase among fewer shareholders and dividend income will have to be given to shareholders, so this will automatically increase the earnings per share and dividend per share, due to which ultimately their speed is going up, they have been doing bye-bye, and they have done this many times in their report, by 6:00, they will do it from 3:00 to 4:00, and with that, things come and go, we will discuss this in detail in a separate video, so you will get a good idea about this too, then the last question is 10 companies and management of unquestionable integrity from Abdul, this is the most important question, if any company answers this If so, you shouldn't proceed any further and should leave the company no matter how good it is.
Because if the management is fraudulent, no matter how many good companies you list in the world, the company can manipulate its accounts and you wo n't even know about it. That's why, based on my experience, I have asked a simple question. If you have doubts about the character of the company's management, you could get into trouble.
Apple, in its 40-year history, has never been involved in any serious case. That's why this company has done all its work, which was very important. If it is right, then you can invest a large amount in it with confidence. And there are chances that this company will play a big role in your journey to becoming rich.
So friends, I am sending you today's video. I hope you learned something from this video. So, be sure to subscribe to the channel and press the bell icon so that you do n't miss any such valuable videos. The link to Vested's mobile app for investing in stocks is in the description below and tell us by commenting below.
Do you know any such company that does this? Please let us know by commenting below. If you like the video then like it, otherwise thank you for giving it.
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