#SecretsSelfmadeBillionaire 0769 Rakesh Jhunjhunwala from $100 to $2 1 Billions 10 Lessons

요약 보기

라케시 준준왈라의 투자 교훈 10가지를 소개하는 시리즈 영상으로, 구체적인 종목 가격 예측이나 현재 시장 방향 전망은 포함되어 있지 않다. 1교훈: 일찍 시작하라. 어린 시절부터 신문으로 주가 변동을 보며 관심을 키웠고, 소액(100달러 또는 5천 루피)으로도 시작할 수 있다는 점을 강조한다. 2교훈: 역발상 투자. 1989년 VP 싱 정부 예산안을 앞두고 비관론이 팽배했을 때 공격적으로 매수했고, 예산이 기업 친화적으로 나오며 시장이 크게 반등해 포트폴리오가 약 20배 상승했다고 설명한다. 3교훈: 인도에 대한 강한 믿음. 인도의 잠재력을 매우 낙관적으로 보며, 인도가 꿈꾸는 모습에는 아직 못 미쳤지만 가고 있는 중이라고 본다. 4교훈: 해자(moat)가 있는 기업에 투자하라. 인도에서 신규 카지노 면허 취득이 어려운 점을 들어 Delta의 카지노 면허를 해자의 예로 든다. 5교훈: 현금흐름이 좋은 사업에 투자하라. 의료보험 등 자본집약도가 낮고 현금흐름이 좋은 사업을 예로 든다. 6교훈: 조사하기 전에 투자하라는 의미로 해석될 수 있는 내용이 언급되며, 주택 관련 자산을 예로 들어 높은 배당 수익률과 성장성을 언급한다. 7교훈: 낙관주의자가 되어야 한다. 전쟁, 자연재해, 테러 등이 있어도 기업 이익은 장기적으로 성장한다는 관점을 강조한다. 8교훈: 교육보다 결단력과 배짱이 중요하다는 입장이다. 9교훈: 손실을 감수하는 투자자가 결국 유리하다는 점을 강조한다. 10교훈: 대표 사례로 타이탄(Titan)을 들며, 5루피에 매수해 1,000루피 이상이 된 한 종목의 수익이 여러 실패 투자의 손실을 모두 상쇄했다고 설명한다. 종목별 방향 예측이나 1~3개월 전망은 없으며, 모든 내용은 과거 사례와 장기적 투자 철학에 대한 설명이다.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. welcome to episode 769 Rakesh gin gin voila ten lessons this is an outline of episode 769 lesson 1 the lesson 5 this is lesson 6 - lesson 10 lesson 1 start young that h4y wasn't in the stock market I'm 1961 I think my sister would buy in 1970 final from that year I still read the newspaper nice to see that prices fluctuate and I was already very inquisitive child and my father was an encouragement causative nurse and my father used to do some investing some trading to start small a hundred dollars or five thousand rupees capital and time you won't give me any capital my father may only be given one take right is the costliest form of capital so I thought how do I get capital and I had 7080 like so I thought the only way I can get capital is between since three contrarian in 1989 this was yet to come in 1989 there was a lot of pessimism in the stock market regarding the budget that was going to be presented by VP Singh's government the market had significantly corrected before the budget because I am when everybody was pessimistic mr.

02. junjin voila bought aggressively and his instincts turned out to be right the budget turned out to be business friendly and the market rallied so heavily that in the next few months mr. JunJun wallahs Network went up 20 times from two and a half crores to 50 crores lesson for belief in India he'll tell you that 98% the 97% of my belt is still iniquity I think we have not seen the India of her dreams at all we are getting there I am extremely bullish become less than five business with a moat an example of the moat business is Delta which runs a number of casinos in turn wallah knows that in India it's very difficult to get a new casino license so Delta's approve casino license is a moat as in six invest in business with good cash flow for example health insurance what about health delivery because you know that the two are linked and this is again and underserved under the health insurances health is not a capital intensive person's health insurance is very capital intensive or did you break you it's real difficult to break once you break him is not capital intensive it's a cash flow business lesson seven in this before investigate saying one of them means investigate invest before you investigate something market such compelling opportunities I mean the one housing housing reference I thought one of the best areas to earn thirty six percent yield four times earnings growing it for twenty percent for the last ten years right available five rupees in cash you think about it that's an eight you have to be an optimist dope there's a fear that there was you know warfare between nations germ warfare biological what does it leads to the back of your head but I remember you know I didn't the first quality and you never investors to be an optimist I don't know what Peter Allen says that wolves have come and terror has come and natural disasters have come but company profits of comma so you have to be the eternal optimist your invest in stocks clearly that's a nice you need determination and cuts vacation enough to make you sort of take on the world wait so I don't be good and I don't think that education is what you know makes you your street fighters that bond you have made because it comes with determination and guts and I don't think the determination guts comes in over the education person 10 one wing is better than losses he's taking all these losses but when he is right he makes so much money from one stock that all his losses on losing investments are negligible in comparison take for example Titan he bought Titan when it was trading at 5 rupees and today it is over 1,000 rupees so this one stock of Titan has made him more money than all the losses of dishtv dhf felt montana retail and goj financials combined thank you for watching please subscribe and leave your questions and comments below wishing everyone peace and prosperity