Bill Ackman: Guarantee Money During A Stock Market Crash, Buy good Businesses

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결론: 빌 애크먼은 특정 자산의 가격 방향을 예측하지 않고, 독점력·현금창출력이 높은 우량 기업에 투자하면 장기 성과를 낼 수 있다는 원칙을 강조한다. 핵심 원칙 (애크먼이 제시한 8가지 투자 원칙 중 요지): 단순하고 예측 가능한 사업, 잉여현금흐름 창출, 높은 진입장벽, 높은 자본수익률, 외부(통제 불가) 리스크 노출 최소화, 탄탄한 재무구조, 우수한 경영진·지배구조. 과거 교훈: 2015~2016년 두 건의 투자 실패로 큰 손실을 본 뒤, 원칙을 석판에 새겨 사무실에 두고 지키고 있다고 설명. 원칙에서 벗어날 때마다 손실이 났다고 주장. 하락장 관점: 주가 하락은 같은 기업을 더 싸게 살 기회이므로 긍정적으로 봐야 한다는 논리. 보유 기업이 40~50% 빠져도 잠을 잘 수 있는지 스스로 점검하라고 권유. 추가 매수 전략: 시장이 50% 폭락해도 기존 보유 종목 중 더 나은 대안이 없다면 보유 기업에 더 투자한다는 입장. 언급 종목: 스타벅스(애크먼 보유, 장기 강세 기대), 로우스(애크먼 보유, 사업 지속력 긍정). 방향성 예측은 명시되지 않음. 리스크/조건: 영상은 시장 폭락 가능성을 언급하지만 구체적 가격 목표나 기간은 제시되지 않음. 원칙 준수가 '보장된 성공'이라는 표현은 과장으로 볼 수 있음. 출연자 전망: 시장 하락 가능성을 전제하나 단기 방향 예측은 없고, 장기 보유 관점 위주.

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01. hello everyone welcome to just invest today and today we'll be talking about bill ackman bill ackman laid out these simple rules to guarantee results in the stock market especially during this downturn in the market with a potential stock market crash this is exactly what you want to hear and this is what you need to guarantee you success in the market so let's get into this video sure so there's sort of eight principles that have driven our investment success and when we have veered from those eight principles uh we've lost money and uh after the uh two thousand we went through a very difficult period circa 2015 2016 the two investments you mentioned were big drivers of that it was uh you know if you will experiences making mistakes and learning from them and it was a moment of reflection for the firm and i went back to the core principles that have driven our success for the first 12 years and i had a member of the investment team literally engraved them in a stone tablet not dissimilar from moses's ten commandments and i had that stone tablet put you know what you might call a deal toy sits on everyone's desk in the office and uh we've adhered to those principles you know ever since and you know we've been fortunate uh to return to the success we had for the first uh dozen years so i think it's about keeping to our principles are basically one invest in simple predictable free cash regenerative dominant companies with large barriers to entry that are in high returns on capital that have limited exposure to extrinsic risk we can't control strong balance sheets don't need access to capital to survive have excellent management good governance sounds logical um but you know occasionally we've diverged and there's uh those times you know there's a certain discipline that comes with investments and there always seems to be a countervailing quality that caused us to diverge but in really each case we've compromised on business quality or complexity we've been harmed from an investment standpoint so there it is guys bill ackman laid out the ground rules to guarantee you money in the market and what you want to look for in these businesses remember these are just not stocks that you just throw around here and there these are actually businesses and when you get these strong businesses with these attributes that bill ackman just laid out you're gonna be guaranteed success in the market and that's what we're doing because guys this is a huge downturn might be coming we know the market's been crashing lately and are you able to sleep at night do you have businesses look in your portfolio look at what the businesses that you own if these businesses go down like 40 50 are you still able to sleep at night that's what you got to ask yourself in these types of scenarios in these situations because if you're if your stock goes down 50 you shouldn't be sad you shouldn't be groaning and moaning you should be happy can you think about it like what if the prices of food just went down 50 in this in the grocery store wouldn't you be happy you're buying stuff for cheaper so why aren't you happy that your business that you own dropped down 50 no that means that means you can buy stuff cheaper you're buying businesses at a cheaper price so these downturns are something to be proud of to be happy about stop looking at not looking at these things as a negative and that's what we want to know do you own those type of businesses that where you can sleep at night look what bill ackman owns starbucks is starbucks gonna go away no we know these businesses are gonna stay strong are gonna doesn't matter what type of uh economics or economy that we have right now is still going to be amazing in the any situation look at lows lows it's going to be amazing in any type of situation the business is still going to thrive look at the businesses that bill ackman owns and he knows that he can sleep well at night owning these businesses and that's what we want to know are you able to do the same thing too guess what guys bill ackman is actually investing more money into these businesses during downturns that's what he's going to do if the market crashes 50 percent he's going to look in his what the stocks he owns see if there's anything else better out there if there's nothing better out there he's just going to invest more money into these business that he owns that he knows they're going to do well into the future and he's going to buy more of it when these prices are cheaper so are you able to do that with the companies that you own right now are you happy to own them can you sleep well at night do they have all these attributes that bill ackman laid out guys this is what's gonna help you guarantee your results going into the future and have you not worrying there's nothing on your back bringing you down you don't feel sad because the market is going down and that's what we have to have to be able to stand these market crashes these market dips so tell me guys do you own these types of businesses this is a quick video if you like this video please like it subscribe to my channel and get back to you in the next video peace