저자: 미상 · 외국인
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워런 버핏과 찰리 멍거의 투자 원칙을 소개하며 2022년 투자 전략을 설명하는 영상. 버핏·멍거의 4대 원칙: 사업 이해, 지속 가능한 경쟁우위, 재능과 청렴성을 갖춘 경영진, 안전마진을 확보한 적정 가격. 이 원칙은 시장 상황과 무관하게 유지된다고 주장. 과열 증시 대응: 과대평가된 주식시장에서는 저평가 종목을 찾기 어려우므로 버핏처럼 현금을 쌓고 기다려야 한다. 버크셔 해서웨이의 현금은 2016년 3분기 844억 달러에서 2021년 3분기 1492억 달러로 증가했다고 언급. 패시브 투자: 1942년 버핏의 첫 주식 투자 후 1만 달러가 현재 5,100만 달러가 됐다는 예시를 들며, 정기 적립식 투자(달러 코스트 애버리징)와 광범위한 지수 투자를 권장. 평균 연 7~8% 수익을 언급하며 장기 보유와 인내를 강조. 인플레이션: 미국 인플레이션 6.8%가 2022년에도 계속 상승할 것이라고 주장. 버핏이 제시한 인플레이션 대응 기업 조건(가격 인상력, 추가 자본 없이 확장 가능한 모델)을 애플, 코카콜라, 페이스북 예시로 설명. 금리: 연준이 2022년 금리 인상 3회를 예고했다고 언급. 저금리가 주식 밸류에이션을 밀어올렸으나, 금리 상승기에는 주식에서 채권으로 자금이 이동해 밸류에이션 압박이 커진다고 주장. 결론: 버핏의 조언을 따르고 장기 관점을 유지하라는 메시지. 단, 특정 종목 추천이나 시장 방향에 대한 구체적 수치 예측은 제시되지 않음.
다듬은 글
everyone is born special some excel in arts others in music and their studies and every other area there is however one star in particular in the investment field came through in 1965. that star is warren buffett and there's no one as proficient as warren buffett is in his field who was once busy skimming through pages of books is now making millions by the minute as he was able to raise himself up to the epitome of investing the billionaire who took over berkshire hathaway lifted the company's profits by many folds this video will guide you on how one must invest in 2022 with tips from warren buffett and his longtime business partner charlie munger don't forget to hit the like and subscribe button according to the buffett and monger approach the first key is to understand the business the second is to have a durable competitive advantage the third is preferably to have management in place with a lot of talent and integrity and lastly it's to have a price that makes sense to ensure a margin of safety as we cannot place an infinite price upon it these four are a very simple set of ideas considering the natural business attitudes of life however it's not spreading to others because it's too simple indeed they're simple and these four never change no matter the state of the market even if it was back in 1984 or to the present year and that's because these four principles remain as pillars albeit with a couple of additions here and there due to the volatility of the market due to the ridiculously overvalued stock market and continuous inflation there are bound to be a lot of interest rate hikes this 2022 before we proceed to buffett's advice on this year's three key factors in investing once again please click the like and subscribe button first on our list is the problem of overvalued stock markets when everything is so expensive how does an investor invest well if you're an active investor there's a high probability that you might not get many opportunities to buy undervalued stocks within your circle of competence this year as stated by warren buffett back in 2019 and his annual letters to shareholders according to buffett quote in the years ahead we hope to move much of our excess liquidity into businesses that berkshire will permanently own however the immediate prospects for that are not good since prices are continuously becoming high for businesses with decent long-term prospects unquote even if we can't be compared to buffett and his hobby of buying entire businesses in comparison to us purchasing a share it is all the same the billionaire has indeed struggled with where to invest his money in the last two years however even if he was in such a predicament he didn't prance around burning his riches on overvalued stocks which is a definite no in investing instead he continues to accumulate cash and is patiently waiting the cash pile of his company berkshire hathaway has risen in just five years from 84.4 billion dollars in q3 2016 to 149.2 billion dollars in q3 2021.
according to buffett's partner charlie munger you don't make money when you buy or sell you make money while you wait don't be hasty for success be patient for the right opportunities to come along and don't be tempted into buying average investments in a very overvalued market because in the manner of buffett acquiring many great stocks in your lifetime is not necessary instead it's better to have three study and wonderful businesses which is already more than what you need in life to do very very well so stay patient until the market offers you a great investment at a reasonable price another investing strategy buffett often recommends to others is passive investing for these investors it's simply dollar cost averaging and participating in the market and they should continue to invest this year the best thing buffett did in march 11 1942 was to invest in his first ever stock after investing he didn't look at headlines and didn't think about his stocks anymore do you know how much the ten thousand dollars he had invested in an index fund then would come to value now before i continue once again hit the like and subscribe button if you were guessing a large amount you're definitely right it's now become a hefty sum of 51 million dollars which is a totally aspiring example for passive investors as it isn't about trying to invest at the perfect time the dollar cost averaging strategy's nature is that you as an investor should continue on buying and market tracking investments at the same interval no matter if it rains shines or hails by doing this over decades you will reap what you sow as you'll get the average return of the market which is about seven to eight percent per year if we go by warren's advice it's better to pick a broad index without investing all in it investing over a period of time is better since the nature of the index fund is placing your trust in a business that will somehow do well in the future since you won't know when to pick the winning times the important thing to do is you have an overall feeling that this business is a reasonable place to have your money invested into over a long period of time don't make irrational bets and decisions by placing your money all in for passive investors don't agonize about the market's instability just continue on what you're doing don't read the headlines and don't look for charts just follow your strategy and have a healthy long-term mindset remember that the market is not an enemy so even if it were to crash by 50 tomorrow it's not the end of the world in fact the world's worst financial crisis since the great depression or the gfc only took five and a half years for the market to recover and the market has tripled itself thereafter as a passive investor just be patient and later on your efforts will be greatly rewarded next up is inflation there is up to 6.8 annual inflation in the us and it's likely that it will continue to increase for the remainder of 2022.
this was predicted by warren buffett in may 2021 because in economics you can't just do one thing you have to ask and then what the zero interest rates and the money printing have finally caught up with us inflation is rampant during such periods of inflation warren buffett stated that businesses should have two characteristics first an ability to increase prices easily even when the product demand is flat and capacity is not fully utilized without fear of significant loss of either market share or unit volume the perfect example of this is apple as it can raise its prices without thinking about the consequences to its market and another one is coca-cola these two are buffet's biggest investments right now second is an ability to accommodate large dollar volume increases in business which is often produced more by inflation than real growth with only a minor additional investment of capital the companies must have very scalable models facebook doesn't need to build another app to make more revenue they simply just have to increase the frequency of their ads in contrast to ford which requires more factories and employees to make new cars for double revenue do you like what you've seen so far don't forget to hit the like and subscribe button by the way the third and last on warren buffett's list is interest rates the fed announced that there are bound to be three interest rate hikes in 2022 because the interest rates are at zero there's no return in bond money for the large money managers thus the money that they would usually have in bonds will find its way into the stock market to chase return and that will lead to a rise in valuations which is the dynamic that buffett is talking about in a simple analogy if gravity is to matter interest rates are to stock market variations the lower the gravity the easier it is to jump but if gravity is higher it makes it difficult that's what's happening to the stock market right now since there are super low interest rates stock market valuations will rise very easily there's a lot of money in the market right now but as 2022 unfolds we will be turning in the opposite direction interest rates are going to start rising and as they rise the harder for valuations to rise as well for the rest of 2022 and for the coming year valuations may come under pressure if the interest rate rises as money will flow out of stocks and back into bonds since warren buffett has proven himself an expert in this field it's best that you as an investor listen to his advice but those should not be close to other ideas after all we're all different maybe you have a way of turning out to be another great star in this market if you learned something from this video hit up the like and subscribe button see you in the next one
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