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갱신2026-10-28 07:00:00

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Howard Marks investment advise

Rounaq Bakshi · 2022-11-26 · 유튜브 시청 22 · 게시판 조회 8 · 외국인

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Hey, today I'm going to talk about a famous fund manager known as a deep value investor. His name is Harvard Marks. He recently gave an interview and in it, he talked about what's important and what's not for investing. So today we'll talk about that. In the recent interview, he said that interest rates are rising globally, and as you may be noticing, people are talking about recession.

He said that you should stay away from these short-term trends and volatility issues and stop doing micro-analysis. Stop peaking their fundamentals. Which company is reducing its value? Which company is reducing its new product offerings? Which company is improving its cash flow? Focus on those companies and keep your listings ready.

Because when the market crashes, you wo n't have time to research it. You just have to buy that stock. He said that you should focus on short-term volatility. Those who are worried should not trade in asset classes at all. Those who engage in asset trading may make their broker rich, but due to their own trading history, their capital gains may not be as high as they claim.

He advised that you should also find a profession that maximizes your time in a similar business so that the time you spend on the trading terminal can be used elsewhere. These are some of the things that I see as potentially powerful in them. Furthermore, he advised that you should not be afraid of short-term performance and not get demotivated by it.

How to motivate: Suppose a stock is not performing well in the short term, but the company's financials are excellent, and you believe your analysis is correct, but the market is not paying attention to it. Do not be afraid of such things, because the market is such a marketplace where sometimes a thing worth Rs 100 becomes a thousand, and sometimes a thing worth Rs 100 becomes a thousand.

If it reaches 100, it is impossible to protect the market. But if your analysis is correct, then the market will bring that share to its fair value someday. Now the point is that you should not even get motivated. Suppose sometimes you recently opened your account and some of your shares are doing very well, but their fundamentals are not matching with the share price, then you can also make a wrong prediction in this that you are having a good time in this market, but your packing is not right.

But they believe that if someone pays attention to his stop-peaking and comes to this market like a learner, saying that I will learn something in this market all the time and will invest in companies in my shop at the right time, because this is the kind of market where you have to study continuously and this is the kind of market where the day you say that we are outperforming the market, the market will take you down within the same week because there are so many factors in this market that you can break your share price.

You cannot even imagine what happens sometimes that your stock is good but due to political scenarios, some company or some government supports your product and imports it, so there are some scenarios which you cannot predict, hence the market says that you should always keep learning something or the other all the time and always give importance to your learning that I will keep reading new companies in the market because whenever there is any reluctance in the market, if your shares fall, then you should be prepared that we are buying this share, so I found the things said by Howard Maas to be quite correct and if we talk about his past history, then his best part is that whenever there has been a crisis like situation in the market, he has earned very high returns in the market for his company because there are some investors who like Warren Buff who has Buy One Forever, it is very strong and it is very difficult to implement it in real life in the market and he has been in the market for so many years There might be some reasons for staying away from this, that they might have created some standard role book, you can also create a similar standard role book and such a retail investor and your portfolio amount is so small that if you focus only on your company, then perhaps in the long term, I will share that always keep your learning on portfolio of the company ready and always keep reading from some things like Twitter, because on Twitter you will find people who have been managing money for many years and their words are words of wisdom, so you should also spend some time on Twitter, you should read newspapers, you should also spend some time in the presentation of the company, this will develop your mind and you will get more interest in the market because some people come in such a gambler and the biggest role book of the market is that no one should think about the share price, it is the company which you are buying and if you call any company then you do not even talk about selling it quickly in the short term, so this is the biggest problem of the people who enter the stock market, they It seems like a very glamorous business but in reality it is not so.

This is a business in which small shareholders can invest in the market even by taking ₹10 and if their mind set is such that of a business owner instead of an camera then they will be able to stay in this market for a long time. Thank you.

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