저자: DavideD'Isidoro · 외국인
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소액 투자자는 기관이 무시하는 소형주·미소형주(소형 CAP, 펀드가 투자하기 어려운 국가 기업)에서 기회를 찾을 수 있다는 주장. 버핏의 초기 고수익(연 약 50%)을 근거로 들며, 기업 분석(재무제표·사업모델·내재가치)을 강조. 많은 기업을 분석할수록 좋은 투자 기회를 찾는다고 설명. 영상 말미에 유료 디스코드 및 후원을 유도.
다듬은 글
Hello friends vago investor How to invest if we have small sums of money available that is if we are at the beginning we have like 101 2020,000 to invest what we have to buy how should we invest In short the small investor the Retail investor I am not Warren Buffett I can not tell you but Warren Buffett Yes and he said it clearly How to invest with small sums in an interview so we hear directly on words or rather from the words of waren and char how to do Longo I would I think trying Search outs I think Selling the lowest the Universe would be Huge compared to the Universe of possible ideas I work with Now you mention that to 69 was the best period actually my best period was before that was from Right After I met ben grah in 19 Early 1951 but from the End of 1950 actually Returns averaged about 50% A Year And I think They were 37 Points Better Than the for something like that but that I was Working with a Tiny Tiny Tiny amount of money and so I would pour through volumes businesses and I would Find One or two that I could 10,000 into or $5,000 into that just RID They were ridiculously Cheap and obviously as the money increased the Universe of possible ideas Started shrinking dramatically I think if you're Working with a Small amount of money with exactly the same background char and I have Same ideas I think you can make very significant but as soon asting the money up the Milli Milli curve on expectable results Falls dramatically When you get up to Things You Milli of dollars into youve got a lot of competition looking at that and they're not looking As I did When I Started When I Started I went through the Pages of the man by Pages That's PR to tli would withone and Interest to the You Can you will find Something seen the best period as an investor for Warren was when he started investing when he was a Retail investor when he was 20 years old and he wasn't investing millions of dollars but thousands of dollars in those years Warren's returns were stratospheric 50% a year and he succeeded to get rich in a big way in that period because he managed to exploit The advantages of the Retail investor for the small investor are great, that is, being able to invest in many companies where there is no competition from investment funds.
These are companies ignored by the market by institutional investors because they are usually too small for a fund. They are micro C Small CAPs or they cannot invest in them because they operate in countries where funds do not invest. They do not enter because they are considered too exotic, where by exotic we already mean, for example, Portugal, Poland.
Certainly not Tanzania and therefore not being end-Oci, the competition from funds. These companies can be found at excellent prices. Even excellent companies can be found at excellent prices, but be careful. Buffett says that you need to have the same background and the same ideas as him and Charlie to invest in this way, that is, you need to look at the shares as companies.
And therefore analyze their balance sheets, their business model, their intrinsic value, ignore the volatility of the market, etc. and then the second thing Warren says is to look for them with determination, with interest, with passion, you need to be willing to want to do this work. He says that when he was a young investor he analyzed even thousands of companies, something that someone who does not have a passion for fundamental analysis will hardly be able to do, and furthermore, this is for those who do not do it.
The professional investor could also be complicated in terms of available time but if you think about it carefully by analyzing a company a day in a year you will have analyzed 365 and it is very doable because I would certainly discard many companies in minutes because they either operate in a sector that we do not understand we do not like or because they obviously have terrible fundamentals etc.
and as Peter Lynch says if you analyze 10 companies you find a good one if you analyze 100 you find 10 good out of 1000 100 are good and so on so in the end whoever analyzes more companies wins in investments and for this I invite you to join our discord group of the Circle of Value Investors because we analyze so many companies and of all sizes and from all over the world.
So you do not have to do all the work alone but we can join forces to enter you just need to support me with a small donation on patreon link in description and let me know if you also invest in these companies ignored by the institutions maybe not only these But also these a like to the video if you liked it and see you next time Ciao from Davide
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