저자: Vikas · 외국인
요약 보기
이 영상은 찰리 멍거와 워런 버핏의 투자 전략을 소개하며, 특히 벤저민 그레이엄의 '담배꽁초 투자'와 멍거의 '좋은 가격의 훌륭한 기업' 전략을 비교 설명한다. 영상은 벤저민 그레이엄의 영향으로 버핏이 투자 철학을 형성한 과정을 설명한다. 저평가된 기업을 내재가치 대비 안전마진을 두고 매수하는 방식이 핵심으로 제시된다. 담배꽁초 전략은 시장에서 외면받는 저평가 기업을 싸게 사서 내재가치 근처에서 파는 방식으로 설명된다. 발표자는 과거 아이디어(Vodafone Idea)에 이 방식으로 투자해 두 차례 수익을 봤다고 언급한다. 멍거의 전략은 평범한 기업을 싸게 사는 것이 아니라 훌륭한 기업을 적정 가격에 사서 장기 보유하고 복리 효과를 누리는 것이라고 설명된다. 발표자는 릴라이언스(Reliance)를 예시로 들며 내재가치 대비 약 50% 하락 상태이고 장기 복리 투자 대상으로 적합하다고 주장한다. 다만 내재가치 추정치가 영상 내에서 일관되지 않아 신뢰도가 낮다. 영상은 인도 시장의 특정 종목 분석과 기업 가치 계산 과정을 포함하지만, 자막 자동인식 오류로 수치가 대부분 부정확하다. 종목 추천은 명시적으로 하지 않으며, 투자 교육 콘텐츠 성격이 강하다. 릴라이언스를 제외한 대상 자산(삼성전자 등 한국·미국 종목)에 대한 가격 방향 발언은 없다. 영상 제작 시점은 2020년 5월로, 현재 시장 상황과는 거리가 있다.
다듬은 글
MP3 Friends, my name is Vikas. I welcome you all to my channel called Inform. Friends, we always have discussions here. I tell you a lot of things about investing, about getting started, and about tips. Basically, I am not talking about trading tips. I am talking about advanced Socrates, which you have to remember whenever you invest.
Today we are going to talk about investment studies. So, who is this guy, Charlie Mangal. I have messaged him. I will also tell you about the star strategy. I will also tell you about Charlie Mangal's role in Warren Buffett's life. I will also tell you about the kind of benefits you can get from the strategy.
And why is it called one of the best investment studies? We will also register about that. So let's start. We have understood the investment energy of Mangal. This is a charge, but he is an American University Vice Chairman. In Control World Channel, basically an American business man. This Vice Chairman There is an option about which you need to subscribe, do not forget to subscribe, but he always uses it as his business partner and does this, that is the network of 60 crore USB 160 crore US dollars, that you have turmeric investment, turmeric is a property that is a very good amount, we will talk about that, but what is its role in Warren Buffett's life, what is its importance, ₹1, you can also see all three photos, these three photos are very important, the first photo is of one zooming Rahman, the second is of Profit and the third is 40 Mangalkar, now how should I put it, where is the link with the second, I will also tell you that we all know Vol Biscuit, Warren Profit's fifth, he has been Panchami Gram and his future has been like Charlie Mangal, now when Warren Buffett started his investment, he was very impressed with Tiffin Jamin Gram after reading his book, he also visited his Columbia University where Benjamin Gram used to teach.
Warren Buffett had taken admission and learned a lot of things. Later, he applied for a job at his partnership firm where he used to invest. He got a lot of things on his roll as well. Moving forward from the benevolent eclipse, he also followed the investment path that was the response to the bay and he also made a lot of money.
That is an example of that. Even while sitting, he used the same strategy which he used to move ahead in the absence of Benjamin Graham. Some changes took place in the market and the market went up a lot, so he took the decision that the strategy did not work. I will also tell you a little about what strategy Benjamin Graham had told Warren Buffett.
We will talk about it and we are going to study that thing and he used it in his own company as well. Most of the things that he has adopted are the policies of Benjamin Graham which were written on that basis and from there he has made 140 Mangals in his life. When he started his business, it was an interesting one, but its name and the world that Square Feet has achieved, still somewhere in the religion, Charlie Mars is also there and that static IP, so let us see what Square Feet used to do earlier and later what Warren Buffett has done after coming, he used to follow pornographic Sharif, which Gram Sir had shown him, Meena ji 's name was Cigarette Buddy ji, if you want to know in detail then you can see a video of Warren Buffett's strategy, now I have given its button to watch its video, I have given the like button, you can go there and know about it in detail, right now I will just tell you in short, on this side, you have to buy companies, some such companies which are hidden from everyone or no one is paying attention to them, which are quite big companies, during this time traders and investors keep running after the going running tiffin company, so there is some of this in them The company that is left behind is searched for.
If the company is not working yet, then after smoking the entire cigarette, if you run back to the remaining cigarette and there are 125 rupees left in it, then some people pick up the cigarette and kill themselves. Similarly, after sucking the company, you have to buy from the remaining dying company and that dying company, that is, even before dying, gives you 12 times the profit by making a profit.
So, you have to search for such companies. Basically, what is a company? It is trading well below its entry value. So, once or twice, which always happens in the company's FPO, that the company always touches its intrinsic value and keeps moving up and down. This is what happens here whenever you find that fair value and with the margin of safety, that is, ₹10 is the intrinsic value.
Then the value is that if you get that company for four or five rupees, then you can buy that quantity and keep it there. When I stitch its intrinsic value to ₹10, you have to sell it, then here you earn a huge profit of ₹5 or it is also responsible for this, so your financier friends have to search for technical studies from all the three fundamentals, only then you can follow Reddy, as I said, as soon as he tests his income, then everyone gets it, that is your profit, this is the strategy, it was taught to Warren Buffett, now we have Gram Coffee Wealth Varun, who earns on this, now Charlie Mangal comes in his life, so what difference does it make in his life, we will also see, you learned from two garlics of boring here, from Charlie Mangal, that don't buy average companies with great price, buy great companies with average price, I will explain to you the reference of you do not have to buy an average company at a good price, meaning if a company performs average It is being attended to below, so you should buy this company, buy a company which is doing very good business, but I explain this to myself only once or twice a year how both the things are similar, so he understood this thing, so he stopped the cigarettes which he had and subscribed that he had bought the company and leave it, you do not have to sell it, you keep buying it, buy as many shares of it as you can, here this company will automatically keep compounding your investment, like I said in cigarette wastage, buy shares, then buy the amount which will increase, there is profit coming, yes, then you find such a company, put money in it, then take the return, then put it, then you have to complete the manual process of your money, only then your money keeps compounding automatically here, if you invest money in any big company, a good company, a growing company, after 10 years, every year if it grows by even fifty percent, then your money will keep compounding every year 1520 30 % which is there will always keep growing, till now how the compounding effect works, how the investment is done, I will tell you this, this is the first strategy friends, the cigarette strategy which we used to do earlier with vouchers, inspired by the Benjamin eclipse, it is something like this, if you look at Vodafone, right now no one is paying attention to Vodafone, the capital of Vodafone Reliance or Reliance and two companies of Anil Ambani Group, they are also trending at such a low level, no one is paying attention to them either, I myself have used the cigarette stadium on Idea twice and both the times I have earned a good profit in it, but you have to invest money in it after thinking a lot, you should study the fundamentals and only after that you can invest money in it, the share quantity will still be very high, there is a lot of need, like on me there used to be 2030 eye create quantity, only then I used to see this profit level, but I used to make profit on pen because the share quantity was very It used to be more, so right now it is trending, understand the day's share, it is among the four, now its staff is fundamentally based on 12 things, if you understand its sequence, it is coming out to be Rs.6 with Rupee ₹1, right now its set is at least 1 lakh 72 thousand 280 and its data is 108000, if tomorrow this company goes to BP, then even if I hold the mix, then 5859 Arun's gap comes out to be 7286 or after 40 crores the gap comes out, then even if the shares are plated in 340 crores, if you have to invest in equity shares, then instead of four rupees, you should leave me at least six of them, 26 of them, then God, if I get Rs.4.80, this ₹5, then also I have a lot of profit, what is the fundamental, many more things will be added to it, after adding some districts and I I feel that even after the company lags behind, I will make profit, only then will I invest in this phase because brother, I have to save my capital, profit is a matter of discussion, today I have given an example, this cigarette butt is sold in the middle, the company will be sold for 258 rupees, ₹4000 will come out to me, talking about 5800 crore rupees, friends, if it is invested in equity shares, then also I will get an amount of ₹4000 80 paise, in which the basic teacher money will be in my pocket, if my quantity is more, then that money can be a huge profit for me, it is a good service, there is a need to reduce fuel subsidy here, so thinking that you should do it, now let us see what is the strategy of 40 Mangal, right now what is this Mangalsutra saying that we do not have to buy an average company at a price, like Idea is an average company and right now the price is very impressive, money between ideas, so we should not do this, what we should do is we should buy a very good company at a small price I will buy it.
Now this is Reliance company. Reliance is the biggest company in India today. So buying this company at a good price for 1561 square feet is not only a good price, its good price is its intrinsic value, its fair value which is an approximate, if we look at it according to the current rate from America, then actually its intrinsic value comes out to be ₹16 100, so even today this company is very interesting and now you can always buy Reliance, so to understand today, let us understand that its intrinsic value is 90.
Zoom in friends, send from this canteen. If you are following now, then understand that the scanned price of the notification magistrate is this company or 6070, then from then onwards it is around six hundred, so this company becomes a very good company with the average price. So I will invest in Reliance because I know that Reliance Infra is the biggest company.
Reliance's share is down at least 50% and if I calculate, like and subscribe and Reliance is trying to come in the middle. It is that for this they have an agreement with some other company and some are also selling their shares in the company. Many things are happening. There is an opportunity to be in Reliance, that money according to Delhi and that is that in the few years that I have invested in Reliance, my money will automatically compound and I am sure that I will have to do the buy-sell pile manually in studies, that here I am getting an automatic compounding effect, so friends, I will put my money in Reliance, not in Idea, now you can do both things, I will have to do fundamental energy analysis in cigarette butts, which is very useful, I do not have to do fundamental analysis in Mars strategy, I have to see that the price of this company is a little good, I will put the money, it is very simple and all this says that my new Chatterjee, which I am calling, is very simple, anyone can do it, but you need your patience friends, because this is a company which is going, so it will take time, after this To go above its intrinsic value, you have to have enough patience, a long term investment is needed here, if you can make that long term investment, then with this Tele Mangal strategy, which is also followed on voice, you can earn a good amount, so friends, this 40 strategy, if you liked this video, then you can ask me about anything in the comments, we will discuss it, I will tell you, you guys will definitely discuss it as always and definitely tell me in the comments which one you liked and follow, if you liked it then subscribe and click on the bell icon and friends, do not forget to share it with your friends on social media, Facebook, WhatsApp, it is done, now it is scanned, now definitely share it and motivate me, you must motivate me, so by doing all this, okay, a lot of time is spent in study, to find it, simply type and if you are motivated, then friends, it will be a lot of fun and to learn things, to discuss with you, if you liked the video then share it once again and subscribe And don't forget to click on the bell friends, thank you very much.
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