저자: BillAckman · 외국인
요약 보기
젊은이를 위한 성공 조언과 투자 철학을 다룬 인터뷰로, 투자 종목이나 시장 가격에 대한 구체적 예측은 없음. 성공을 위한 생활 원칙: 큰 목표를 생각하고, 큰일을 하려는 사람들과 어울리며, 간식·나쁜 습관을 멀리하라는 주장. 자기 관리: 매일 헬스장에 가고 좋은 음식을 먹으며, 일찍 일어나고 일찍 자라고 강조. 주말 밤샘을 피하고 5년간 주말을 희생하라는 조언(250번의 주말). 돈에 대한 관점: 돈이 행복을 보장하진 않지만 가족과 생활 여건을 제공한다고 봄. 커리어 조언: 경영대 졸업생에게 초기 스타트업 근무를 추천. 투자 실력을 키우려면 워런 버핏의 글과 영상을 공부하고, 좋은 사업과 나쁜 사업을 구분하는 능력이 중요하다고 강조. 투자 시장 전망: 퀀트 헤지펀드가 늘어도 기업 펀더멘털에 기반한 가치투자의 여지는 계속 있을 것이며, 단기 수급·날씨 같은 신호보다 사업 가치가 주가를 결정한다고 봄.
다듬은 글
what i would do right now i would think big the whole time and i would only surround myself with people that were willing to do big things think big things too stay away from the freaking goodies they ain't that good and number three pay the price today okay learn to discipline yourself if you got to go to the gym every day if you hate going to the gym go to the gym i don't like going to the gym but i'm like i don't like my body hurting either sooner or later if you don't go to the gym and work your body your body will it will scream at you and it will hurt lower back pains arms shoulders knees you name it it's always going to hurt and as long as it's hurting how can you be fully available for the people around you if your body's certain two you gotta eat good foods okay gotta make decisions i ain't gonna eat junk i'm not gonna eat the junk why why because i'm saying no to junk if you can start saying no to stuff you can start saying yes to the good things like my little girl right there sabrina say hi sabrina so pay the price today learn how to be great at jobs you hate that's paying the price get up early go to bed early okay beat the sun up every morning it'll give you so much confidence i'm paying the price when i do that when i get up before the sun gets up i'm paying the price when i go to bed at nine o'clock and i'm not watching tv and movies and just being entertained and effective whatever's coming my way i'm paying the price when i don't waste the weekends the weekends make you weak listen to me weekends are for weak people anything after 10 o'clock at night it's for weak people okay saturday and sunday staying up all night wheat people people are made weak on the weekends pay the price okay give up the weekends for the next five years and watch what happens five years man that's a lot of weekends that's what is that 250 weekends is that right yeah 250 weekends that means i'm ahead of the people around me i'm paying the price today in hopes that i could pay any price in the future so that when you have a family okay when you find that person that you love and want to take care of when you finally get the right job and the credibility and the trust in the marketplace when you finally believe in yourself completely you'll also have the rewards and the fruits necessary so that you can start paying for the things that you and your family have now earned and deserve it's a great planet out here if you want to see the great parts of it it takes money the last thing i'll tell you is about the money thing you're around people that say hey money won't make you happy i'm with you it ain't gonna make you happy but it'll buy a nice villa that you can bring your kids and some support and some staff and i'm wondering a two-part question first what did you do afterwards in order to what industry would give you the best uh skills to get into a position you're in now and and the second part of that is with the rise of quantitative hedge funds and where do you see you know good old-fashioned financial statement analysis and reading thousands of pages of annual ports and 300 page slide powerpoints like you're so famous for and and really getting into it rather than these quantitative hedge funds thank you sure so i think the best uh thing investing business you can learn by reading you know read everything warren buffett's ever written watch every youtube video he's ever appeared in uh that's a great way to learn about investing but investing is more than just the way to really understand investing is to understand a business and one of the most important skills you need as an investor is just distinguishing between a great business a good business a fair business and a bad business and one way to get a sense of the quality of business has got to work for one so the recommendation i give to people graduating from business schools these days is this is the greatest time in history to work for a startup there's lots of incredibly interesting businesses being formed if you can be one of the early employees you're going to learn a lot about how business works how to make payroll how to market your product how to design something and those skills i think are invaluable first of all you might even find it really interesting you might have joined the next facebook so that's one thing even if the business fails you'll learn a ton from that i think that's the best experience you can get ultimately to be a good fundamental investor in terms of the future of fundamental investing i don't think everyone can be a passive investor i don't think everyone can be a quantitative trader and i think there will be always room for fundamental value investing uh because fundamentally stocks are driven and business value is driven by business fundamentals uh not spline demand for securities in the short term not the weather on certain days and these various signals that are used by quantitative traders i'm not saying there's anything wrong with it but i don't think that even quantitative trading works unless there are a lot of people making fundamental investment decisions
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