저자: RamdevAgarwal · 외국인
요약 보기
결론: 장기적으로 품질 좋은 성장 기업을 합리적 가격에 사서 오래 보유하면 수익이 난다는 투자 철학 소개. 인물 배경: Ramdev Agarwal은 농가 출신으로 CA를 거쳐 주식 투자를 시작했고, 워런 버핏의 방법론을 따른다고 소개됨. 포트폴리오 운용: 종목을 100~200개에서 15~20개 내외로 줄여 집중 투자하며, 나머지 시장 전체(수천 개 종목) 대신 자신의 포트폴리오 관리에 집중하라고 강조. 종목 선택 기준: 기업 품질(경영진 정직성·재무 투명성)과 성장성이 핵심이며, 두 가지가 좋으면 가격이 다소 높아도 장기적으로 성과가 난다고 주장. 성장 예측: 기업 이익이 연 15~20% 성장하면 25~30% 수익이 기대된다는 논리이며, 10~20년 장기 보유 관점 제시. 매매 원칙: 매도는 실적이 기대에 못 미칠 때, 또는 한 종목 비중이 지나치게 커졌을 때 부분 차익실현으로 이뤄짐. 새 아이디어가 생기면 기존 보유 종목 일부를 정리해 재배치. 시장 인식: 시장 조정(하락)은 불가피하며 직선으로 수익이 나지 않는다고 봄. 단기 시장 예측보다 기업의 이익 성장 속도에 집중하라는 입장. 사례: 2003년 인도 기업 사례(주가 50, 자본 2,000억 루피 규모 기업이 5년 뒤 이익 3만억 루피 수준으로 성장, 주가 50배 상승)를 들어 품질 성장주의 위력을 설명. 대상 자산 언급: 특정 대상 자산(삼성전자, 비트코인 등)에 대한 언급 없음. 거시(금리·환율) 전망 없음. 출연자 전망: 특정 종목·지수의 1~3개월 방향에 대한 예측 발언 없음, 장기 투자 철학만 제시.
다듬은 글
Hello, hello investors, today we will talk about the biography of Ramdev Agarwal, his thinking and methods, which he used in the stock market, and today he has become the owner of crores of rupees. Ramdev Agarwal considers himself very lucky that his passion has become his profession. According to him, the stock market is one, meaning those who see the future can see it, and the same company is visible to some, and not to others.
Like Sanjay Bhattacharya, who was given that company in Enforcement 495 for 100 crores, which is now worth lakhs and crores, he understood at that time that its future is very good. He has been sitting with it for the year 2030. Ramdev Agarwal understood about HDFC Bank in Noida sector, this huge dam is going to be built, so it's all about what you can see, what you can see in the market, and then you develop conviction in it, and then patience, this patience develops gradually.
Initially, when Ramdev Agarwal used to buy stocks in 987, the price was 30-35. He used to sell even when the price was ₹50. Then gradually he realized that he had sold the stock long ago, which has doubled in value today. So till 794, he used to read the SSC A balance sheet and from that he started understanding a little bit of value that some shocker stock is getting him for ₹50 or ₹ 30, but he did not know the quality, that is, how is the promoter, he did not know the quality of the company, he had a lot of Mukesh knowledge and at that time, even if you are reading the physical balance sheet, you are doing a great job.
Then after the notes, Ramdev Agarwal ji came to know about Warren Buffett. After reading about him, he came to know that Ramdev Agarwal ji also needs a guru, so he met Warren Buffett and what he learned from him gave him a clear path and Ramdev Agarwal ji is following his direction. Ramdev Agarwal ji started from zero, he was from a farming family, so he had no knowledge of the stock market, he had not seen any business talks, so after becoming a CA, he did audit and saw some less things.
So I understood that they have beliefs, so gradually I understood, then I read the balance sheet, when you start from zero, it is a very different experience, you have to learn everything, from where to get the balance sheet, you also have to learn how to read it, how to use the internet and how much to buy on its basis, and if you do not have money, that means heroin to anything less than zero top, no matter how much knowledge you acquire, but if you do not have writing capital, then how far will you go, so you understand from those things only and at that time Ramdev Agarwal ji used to get Rs.
1.5 lakh to 2 lakh every year, then 25 to 50 thousand rupees will be saved from that, now many people get a starting salary of 50 thousand rupees from a child, so if a child of 27 years of age Shravan wants to make a career in the stock market, then he will earn Rs. 1000000 in the first year, which came in Ramdev Agarwal ji's life after earning for five years, so it is important that with how much money you start and how much hard work you do on it, I started with Ramdev Agarwal ji I did a lot because they did not know anything and according to them, you have been learning till now.
When you get hit by the stock market and where you were right, your profit doubles or triples, then greed also comes from it and fear also comes. As your corpus increases, like Ramdev Agarwal ji, who is running a thousand crores right now, even the smallest lodge becomes worth 200 to 400 crores to him, so now their courage to lose money is getting lost because the size of loss is increasing, but if you take less loss then the profit will also be less, which means if you take less risk then the profit will decrease, but it is important to understand where not to go and what not to buy.
You cannot be saved with management without bad integrity, which means it is promoted, the management is not right, that till 2,000 there was not so much extra, neither were the calculations possible, which means from 2002 to 2030, it was not known how big your portfolio and how big it was because the portfolio was not at one place, it used to be scattered in these 10 cities, here 206 This is also for the city, for the first time out of 100 to 200 companies, Ramdev Agarwal ji reduced the number of companies from 225 to 15-16 in his portfolio, out of these 98296, due to this the valuation started coming at one place, at that time questions were not coming daily, you had to go physically and check everything, you should not worry about the market, how much the market has increased and where am I left, you should worry about your portfolio, what kind of company you are buying, at what price you are buying, the more hard work you will do, the more fruit you will get, if you buy a good company at an able price and if the company is growing by 15 to 20 percent, then you will definitely get 25 to 30 percent return, so buy the one which you understand on that day because every company is in a different stage, it is not that all the companies are at a standstill and all the companies are at the bottom, today if Infosys, TCS have become very big, then very small companies are also starting, today HDFC Bank, Kotak Bank have become worth lakhs of crores, then small banks are also starting So you have to see which dam do you think can grow ten to twenty to twenty-five times from here and the day you understand that, that means you should also develop three ways of thinking where you think money is going to be made and who is going to earn, you should see which companies are going to earn, if the company earns 10 times in the next 10 to 20 years, then no one can stop you from earning ten times or 28, you must have heard that it will be 12 to 15 times, sometimes it can even be 20 to 30*, so the speed at which the profit of your underlying company will grow, at that speed you will also get returns, so do not question it, now you worry about your company because it is very complex outside, it is very big, there are many things which you think affect the market, but do not worry about that, we will see whether there are 15 to 20 companies in our portfolio or not, we have to bring a committee and work hard on it.
Ramdev Agarwal says that he looks at his portfolio and his If they have companies, is their portfolio doing well or not? They have 20 to 22 companies that are going to save them. The rest of the market has thousands of companies, so those 980 companies are a shot, meaning they don't have the phone. If 980 companies are doing well, then what is their benefit?
The direction of the index definitely indicates whether the market is good or bad, but it does n't have much benefit. You should take care of your portfolio and if you keep your portfolio good, then it will be very good over a period of time. So, Ramdev Agarwal ji, a good business means focusing on its quality and its management.
If both of these are good, then it is often said that even if you don't look at the price, it will be good. Meaning, if both of these are good, then 90 % of your work is done. Your 10 to 20 years will be good. Both of them will definitely make money. Whether it is made from five choices, 10 choices or 10 choices, it is made from which person.
It depends on the growth of that company and the price at which it was bought. So, a good company, good management and a slightly reasonable price, it is not like that. That you need to buy even at a very cheap price. If you ever get it at a cheap price, it is a matter of your luck, but there will be a lot of corrections in the market, so your money cannot be made in a straight line.
According to them, if someone comes and tells you this, then there is no bigger liar than him. Everyone wants their money to be made straight without any correction, but that does not happen. The problem is that Ramdev Agarwal ji's decision to sell is when a new idea comes. There is no idea where and when the idea will come.
Today, it is looking at a close B i.e. quality growth launch price, so that idea comes to you. Now you have to buy it, so how will you buy it? You have to make space for it in your portfolio or make a full purchase or someone has become very successful, if you bought five portions, then it has become seven to eight portions, then remove it from there on that basis, think about purchasing the company and bring another one, through which you will have to make that space in your portfolio and that is when the reset sale happens.
There are two reasons for failure, either it is not doing well, therefore, its performance is according to the stock expectation It is not coming, secondly, if something has gone too far and its disproportionate size has reached, then book a little profit from that too, so this thing is very easy, it is not difficult, just look at a good company, good management, why did this happen, that is, there should be quality growth because if there is growth then the business will grow and only then there will be profit, then think about long term growth, you are short term, everyone understands that, if you think about 10 to 20 years of growth then it will be very impressive for you, many times the market feels that a company does not have the strength, there will be 5 to 10 percent growth, but you understand that this company will have 15 to 20 percent growth due to any reason and it will be very good for the next 10 to 15 years, so firstly, it is about quality, never compromise on quality, do anything but do not buy a bad company, secondly, buy a growing company, good but Boeing company, which has the prospect of growth and in that too, the company should have quality so that it can grow further, so your Why did this happen?
And yes, there are launch activities for long-term growth, and for all this, please be enabled. Buying at random prices can cause problems. It has often been seen that positive performance does not come all at once, so buy with some understanding, which means happy price. Now, look at the quality and buy at a reasonable price.
For example, in 2003, there was quality in Indian companies, it was the number one computer virus, its quarter was illuminated. Now, in this type of situation, you were getting a company worth Rs 5,000 crore, the price was Rs 50 and equity was Rs 2,000 crore. In the next five years, the company earned Rs 30,000 crore, and the share price increased fifty-fold.
So, this is what is seen in some places. Not everyone will look at everything. There are 10 lakh people in the market, so there are 10 lakh ways to earn money. Based on Ramdev Agarwal's experience, he goes to those places where he sees quality, so he is interested. If you have less experience and no time, you can pay the fund manager to balance your posts.
Because it is important to like this continuous search idea concept, Ramdev Agarwal ji has got many ideas from his mouth, he says that firstly if you read then you get some idea or the other, so two things are important for buying any share, its quality should be good, quality of the company and quality of management and secondly growth, if we invest in this then the more you stay in that company, the more returns you will get and it is okay if you do not buy it very cheap, just do not buy it very expensive, if you invest this much then no one can stop you from making growth, so friends how did you like this video, do tell us by commenting in the comment section and if you are new to this channel then do subscribe to this channel, we will meet in the next video till then
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