저자: 미상 · 외국인
요약 보기
결론: 빌 애크먼의 투자 원칙을 다룬 영상으로, 특정 자산의 가격 방향에 대한 명확한 예측은 없고 장기 투자 관점의 일반 원칙 위주다. 핵심 원칙 1: 공개 상장 기업에 투자하라는 조언. 일반 개인이 접근 가능한 기업에 투자해야 한다고 설명. 핵심 원칙 2: 자신이 이해할 수 있는 사업에 투자하라는 조언. 일상에서 접하는 소매점, 제품(예: 아이패드) 등 이해 가능한 기업을 예로 듦. 돈을 어떻게 버는지 모르는 사업은 피하라고 권고. 핵심 원칙 3: 장기간 좋은 실적(track record)을 가진 기업을 고르라는 조언. 단기 실적보다 장기 꾸준함 강조. 핵심 원칙 4: 합리적인 가격에 매수하라는 조언. 좋은 사업이라도 과도한 가격이면 손실 위험이 있다고 설명. 사례: 코카콜라를 대표적 예로 듦. 인구 증가와 세대를 거친 브랜드 충성도, 장기간 유지되는 수요를 근거로 제시. 맥도날드 등 프랜차이즈의 로열티 구조도 사례로 언급. 좋은 사업의 조건: 필수적이고 차별화된 제품/서비스, 소비자의 브랜드 충성도, 프리미엄 가격 지불 의사, 상품화(커머디티)되지 않은 사업이 유리하다고 설명. 반대로 원자재성 상품처럼 누구나 팔 수 있는 사업은 가격 경쟁으로 이익을 내기 어렵다고 함. 리스크 요인: 금리 변동, 통화(환율) 변동, 과도한 부채와 이자 부담, 경쟁자 진입, 기술 변화, 지배주주의 이해 상충(소수주주 보호 문제) 등을 언급. 지배구조가 불투명한 기업은 피하라는 취지. 출연자 전망: 특정 종목·자산에 대한 가격 전망은 제시되지 않음. 장기 투자 원칙에 대한 일반론만 제시됨.
다듬은 글
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painting and over time for the thing to look for in the last for who want to be next sales product or service the people need and it is not a unique and there is loyalty to this particular brand of product people are willing to pay a premium for the other good example mindedness one plus to my channel volumes of any kind of food products Gautam Buddha David product which comes into equal portions or portions and shape chocolate and chocolate and subscribe and subscribe the two people were you want to product meet you need you don't want to be quality the everyone else can sell because configured commodity anyone one can celebrate and you can celebrate a price and it's very hard to make profit win the receiver in waiting for the long term you want to invest In this day there was a very little dip so as you can find the company did not attract provident is world top 10 and washim more profits and need to pay interest and debit it is difficult to put your money for a long period of time you want businesses date is what people call venues for entry you want your business with its heart for someone tomorrow to set up a new company to compete with you and divide of these bills and jobs in your thinking about using company mix and the own product or service dad that for some will to make up but one day which to yo yo world business data not particularly sensitive side effect to should experience effect which is that you can control then only business will be affected dramatically is the price of particular quality go now and this interest let's move up and down and this currency price change you want company desperately mute what is going on in the world cup 2010 aswar divvedi doesn't require lot of capital to be invested in the company has generated lots of tax you can you stupid dividend the shareholders and one invest into new attractive projects according to build glass point is that you invest into public companies this problem shift invest in this data not controlled the problem to control company another controlling shareholder in this regard cold depressed other organization joint record for taking care of so called minority in officer without control god oldest in this proposition to invest in to that business because you are demon of controlling shareholder in historical controlling shareholder to article related you feel comfortable with genuine tolerance that is the future demand self-control to someone else does not go into a supportive of the shareholders of the businesses so it's not that you can simply have a profitable business and you will you how to make short term Management and people the controller business think about you have no adverse going to protect your interest not tell me anyone in the comment section if you agree with this technique of investing company to maximize your profit and this period strategy day please share with others also and don't forget to like this video share video investing friends chewy next 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