저자: PasqualeRiganello · 외국인
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결론: 영상은 피터 린치의 투자 실수 10가지를 소개하며 기업 펀더멘털 중심 투자를 강조하고, 특정 자산에 대한 가격 방향 예측은 없다. 1) 하락 중 매수(떨어지는 칼날 잡기): 주가가 계속 떨어진다고 무조건 매수하는 것은 실수이며, 기업의 재무·경영·산업 상황을 분석해야 한다고 설명. 2) 너무 일찍 매도: 조금 올랐다고 파는 것은 실수이며, 기업의 미래 성장성을 보고 보유해야 한다고 강조. 3) 회복 기대(반등 기대): 몰락한 기업이 반드시 돌아올 것이라는 믿음은 위험하며, 과거 사례로 Hertz, Kodak 등을 언급. 4) 손실 한도 관리: 주식은 0까지 떨어질 수 있으므로 전 재산을 한 종목에 넣지 말 것. 5) 우량주 맹신: 보수적 대형주도 IBM, Cisco, Enron 등 사례처럼 쇠락할 수 있어 주기적 점검 필요. 6) 손실에 대한 집착: 놓친 기회(Tesla, Apple 등)에 대한 후회보다 잘못된 종목에 투자해 실제로 돈을 잃는 것이 진짜 실수라고 설명. 7) 주가 등락으로 판단하기: 주가가 오르면 맞고 내리면 틀렸다고 보는 것은 잘못이며, 기업 가치 기준으로 평가해야 함. 8) 뉴스·심리에 의한 급등 종목: 10~20년 사업계획이 있는 기업이 단기 급등주보다 중요하다고 강조. 9) 롱샷 투자: 성공 확률이 낮은 고위험 종목에 큰돈을 거는 것을 피하라는 조언. 린치 본인도 초기 롱샷 투자는 대부분 손실이었다고 언급. 10) 결론: 장기 펀더멘털 분석이 핵심이며, 영상 내 특정 종목·지수에 대한 가격 방향 예측은 없음. 중국 투자 회피 등 거시 견해는 개인적 의견으로만 언급됨.
다듬은 글
Among the greatest investors that exist or have existed, one of my favorites is Peter Lynch, an investor who for years has led the May fund with an annualized return of 35 percent on an annual basis, something that no one has managed, not even greats like Warren Buffet, and I went to him for a little while, a bit informally, a bit like a politician to understand what if there were points where he could help us too, so we can also get significant returns.
There are some videos on YouTube, among these, the stop all at 1 in which he gave us 10 mistakes that are commonly made on the market, which many people use too often to lose money, so today I wanted to report them, also to give my interpretation in this video, and obviously I am Pasqual and this savings channel of your very small investor and saver next door, then Peterlin cc from these 10 mistakes, the first one because it is presented with the Eni lower candlesticks, it cannot go down any further, many times there is this concept of buy the deep, when you see a company that goes down, it goes down more and more then It's the right time to buy, and this is a mistake that is made very often in the market where companies go down in a period other than what can be, for example, a crisis like the one we've had in the last two years, and they tell these people it's gone down.
I like it, I buy it without going into more detail, but going into what the company is, what it has done, what its economic situation is, what its management is and why it's suitable. You buy while the company continues to go down without going to evaluate, let's also say, what the macroeconomic conditions are, for example, China.
I do n't invest in China, and I explained to you why in the video that maybe leaves above and never invest in spite of, for example, for these reasons, many could find an opportunity here. I do n't see it, a bit, everyone goes to weigh things up, but here instead we're talking about the companies themselves, in what the company in terms of economic status, health, finance, management, if selling it simply to go down just because we like, going to buy is a huge mistake because in the end you can end up losing a lot of money.
The second mistake Hawaii who denied how high it can go, which has a bit of an effect. Conversely, the company made me 200 percent more in a year. I'm selling it because in my opinion it can't go any higher. This is a writer who makes a lot of money on the market. Maybe he loses a lot of plans for the future.
Look at those who bought Apple in the 90s or the early 2000s, or who bought Amazon. Everyone thought they wouldn't grow that much, and then they continued to do so because obviously the world has changed, technology has changed, everything around it has changed, and obviously, by going up, by going up, the market has lost a long run of earnings, always for fear of losing one 's profits, always because one didn't properly analyze the company and the reference market, and everything that was going in the economic context around that type of market.
The third mistake is the Halls comeback. In any case, at a certain point, everyone will come back. Go and tell them about those who at the wild card meeting who invested in Hertz, who invested for example in Kodak, companies that at a certain point went down. They did n't go up again, everyone thought that the company of the century or in any case a company that is the same because it couldn't have always gone up because of that problem that you do a gut analysis but you don't do an accurate analysis on what the company is, on what the business is, on what the management is doing, on what exactly all that context that is created and for which the company has gone down but sooner or later it will go up and maybe the previous mistakes are added, it can't give lower cd I invest a lot of salt and maybe it goes down more and more in this very common mistake and I have also seen many times at most that from luz when I can lose okay the company is worth 3 dollars 5 thousand euros with if you want it to lose badly only three dollars well covered the one hundred percent which is a thousand euros then 100 percent country if he put 10 thousand euros and it is 10 thousand euros the money he can lose is all your investment it doesn't matter that the company is worth 20,000 dollars a share undo the nation 50 cents nation there is the company is not good it is not solid it does not have good foundations lobo management if you put all your capital or at least a portion of it is the company goes bad you will lose all your capital regardless of whether the company is worth a dollar a euro a yen whose employer who therefore proposes us the darkest before the dome is the darkness there is always before dawn surely the company is doing badly because because then success depends yes we will finally see the dawn to the terror that I have also seen many times have a company that is doing badly in this period surely it will recover and it is an evaluation that I have recently seen on many YouTube channels regarding Intel since a large company has fallen a lot to have news but anyway the darkness before the dawn will surely reveal I am not saying that it does not do what I am saying that it is an evaluation made by many people with gut feeling yes but I do not know how many of these people went to evaluate the company based on the economic accounts of the management base on the growth prospects on the basis of the investments that The company has made you consider a company in a dark period but then the dawn will rise to repeat that it will return is a mistake that is made very often and leads to huge losses.
I made the same mistake as will sell off the ball now it has gone down but when it goes back up the living a very common mistake on the market think for example of the wild card that goes up prices that were if I remember correctly around 200 300 euros to a few cents of a euro think that he expected that tab is so much it will be restored then you will be at what it was before 200 euros and I resell it or even for small companies or let 's say an agent that goes from 10 euros it has gone down 1 and okay but anyway it goes back up to ten and living but from 1 to 10 and an incredible rise what is the maybe it will be 600 700 percent you think that a company that has lost all that value then recovers so quickly and you can sell it I wouldn't do much refinement soon a good investor and this is also where Warren Buffett comes in he doesn't lose money and when you lose try not to lose more are the two most important rules of a budget so don't expect maybe the fixed number well when it reaches 10 euros when it reaches 9 euros when it reaches 11 euros I sell it no if you manage to recover something good and sell but if these coordinates to lose sell avoid losing more money the intrinsic valuation of the company and its fundamentals of its management are the most important things in this area try not to lose money the seventh mistake often seen and in york conservative stoxx what's the problem I own solid conservative companies I'm not worried we have two million euros invested in coca cola I leave link is worried it will never fail coca cola well and on wire card hertz kodak they were all companies seen as important but also companies like conservative stoxx has for example ibm they went down they didn't go up cisco systems they went down they no longer refer to the glories of the past companies like enron which were industrial giants in terms of energy have gone bankrupt you always have to keep your eyes peeled open it's not that because you own Pepsico, Wallmart, Coca-Cola, Apple, it can mean that a conservative stop and you will never lose your money you always have to keep your eyes open on the market maybe for a conservative stop I don't say once a quarter but once a year keep an eye on the accounts you need to give what the company is doing is losing profit expenses are increasing it is losing turnover let's analyze them carefully because then we could find ourselves losing our capital and it doesn't fly years fight of honor Monet the os of Kos of Don Bairo lost a lot of money because I didn't buy that stock look at the usual expectations a lot I should have invested in it before do you know how much money you lost no you didn't earn money but no you didn't lose the lost money is the money you put in and it is never recovered what is the real money lost that will never be recovered but if you haven't invested in a company with liquidity and only opportunities in hand you haven't lost money because the stock market system lasts hundreds of years and every decade every year companies are born that will become 9 ten buyers Fi Bagher of the new companies that are going to produce strong profits, strong growth in capital gains, a strong dividend.
It's not that the companies that were once central are all still here, many have gone bankrupt. New stockings with profound market innovation have arrived. Concentrating only on having lost money. Knowing why we didn't invest in Tesla, Apple, or Facebook doesn't make sense. We must always keep our eyes open and look for new opportunities on the market without complaining about not having earned money when in reality the real mistake is losing them by putting them in the wrong company.
A ninth mistake that happens to us is the Filosa Pan write. If the company rises in its capital gains, I was right. If it falls, I was wrong. And we always go back to the valuation of the company. If a company has been valued correctly based on its own possibilities, its own growth, its own future, its own management.
If it goes down for a certain period, it doesn't necessarily mean that we have made incorrect valuations. Just as if the company goes up and makes an explosion in capital gains, it doesn't mean we are right. Everything must always be evaluated based on what is in the company's foundations, what its investment what his project of the new term companies like Microsoft that have been growing for years have not put together a one-year business plan so they have grown based on the news because many companies have grown based on the news a lot and then they have made an exceptional flop many companies make industrial plans for ten years 15 years 20 years and they are those companies that even if they go down could give us great ones that of the future not those that in the last year have made a plus 500 percent because many of these gains many of these capital gains are driven forward by the sentimental situation of the gut of the news of the moment but not by a true solidity of the business of the product of the management and of the company the tenth piece of advice is the last one is what PC says to the lynx and void long shot is that an English expression that means long shot would be all those opportunities that have very little possibility of growth but if they grow you know when they make money so he says to avoid these long shots avoid companies that have that small percentage of exploding a lot and for which one invests a lot of money because if I know if I'm right wind very rich equiter He incited the reason and video because in all the long shots in which he had invested mistakenly at the beginning of his career, almost all had gone into losses or at most had gone into losses but he had never made much money from it.
The fundamental analysis, done well if the company and for the long term, is what gave him the possibility of earning more by taking on companies that perhaps had still been snubbed by the market but which had a good business model, good management, good attention, what was customer care and so on, so companies that were money in their foundations and not in what could be a probable remote possibility that these companies could make huge profits.
If everything that had to go in the right place perhaps went in the right place well I hope you enjoyed this content and obviously if so it was please leave a thumbs up to let the YouTube algorithm and me understand that this content is your event our same new on the channel subscribe and click the notification bell to not miss any next video that's all for today and obviously see you in the next video bye
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