저자: VijayKedia · 외국인
요약 보기
결론: 현재 시장은 과열(euphoria) 상태이며, 과열기에는 신규 투자보다 관망과 신중함이 필요하다는 견해. 시장 진단: 발언자는 과열 시장에서 자신도 투자 욕구가 생기지만 두려움을 느낀다고 말함. 현재 밸류에이션이 매우 높다는 점을 지적하나, 고평가가 언제 꺾일지는 아무도 통제할 수 없다고 봄. 투자 테마: 현재 관심은 인프라 관련 스토리 위주. 특정 신산업(IT 등)에는 2년 전 IT를 정리한 뒤 투자하지 않고 있으며 현재 흥미를 느끼는 IT 스토리도 없다고 밝힘. 금속(메탈) 섹터에는 사이클성 상승 추세가 있다고 보나 현재는 관심이 없다고 언급. 투자 원칙: 자금이 제한적이면 한 종목에 집중하기보다 기회를 넓게 봐야 한다는 취지의 발언. 큰 상승장에서는 자금 규모보다 아이디어와 기회의 크기가 중요하다고 강조. 경험론: 책과 지식보다 경험이 중요하며, 타인의 실패에서 배우는 것이 효율적이라고 주장. 폭풍(급락장)이 오면 몸을 사리고 지나간 뒤 행동해야 한다는 비유 사용. 매매 철학: 야구의 비유로, 모든 공에 홈런을 노리지 말고 기회가 왔을 때만 공격하고 나머지는 수비하라는 조언. 주식 시장에서 대박 사례는 극히 드물다고 강조. 리스크: 과열 구간에서의 추격 매수 위험, 고밸류에이션의 지속성 불확실성. 출연자 전망: 구체적인 지수 목표나 개별 종목 가격 전망은 제시되지 않음. 단기 방향에 대한 명시적 예측은 없음.
다듬은 글
People are quite interested in where you are going to make your next investment or increase it and what was interesting that you are studying right now because whenever you look at everything, you see everything and right now it happens to me that whenever there is a market euphoria, I become a little scared, when the market is euphoric, I go a little bit, right now the market is euphoric and right now I am a little bit forced to invest, now I do n't even have money, so I am just looking for empty stories, so right now as I told you that this valuation is very high and high means I cannot even tell whether it will fall, it is not in anyone's control, high and there can be more high, this has always been happening like this here, so right now my focus is a little on these things like infrastructure stories or ABC related stories, right now my focus is on this and I am not focused on any meaningful new industry, madam, you are talking about elections and which other global sectors like IT, metals What would be your view on these, but I left IT two years ago by chance and after that I have no investment in IT, I have no interest in investing in IT because what happens, madam, in a booming market, in a rising economy, even if you have 1 lakh crore rupees, that rupee is small and the ideas are huge and the opportunities are huge, so why should you shrink yourself and reduce yourself from the struggle by thinking that I have limited money, how can I invest that limited money in one story, so right now I have not understood any story in IT which has the power to multiply and I have understood any such story in metals and I came to know that sometimes in metals, metals are different things and they keep increasing, there is a big cyclical trend, so I have no interest in that right now, right Vijay Bhai, you have said a very good thing that when the market becomes euphoric, then I all join and when the market comes, then I I start feeling euphoric.
This is one thing, let me expand on it a little more for my viewers. It is often different. In the euphoric market, people are euphoric, and in the subbed itself, this behavioural quality that you have picked up is so important for new investors. How much has it supported you in becoming a successful industrialist over the overall long term and time.
You must have gradually developed yourself. In this way, you have fed yourself with experience here, friend. Knowledge has a great value here, but experience is even more valuable than that. See, everyone has books. 5 crore people must have read books. Those who I have not read any book in life, suppose everyone is an intelligent investor.
From Warren Buffett, everyone recommends him. So, 5 crore people must have read books, 10 crore people must have read books, but no one has become Warren Buffett, but you cannot become a man by reading books. Of course, it contributes a lot to your life. You acquire knowledge, but this is a game of experience, friend.
The stock market is all about experience. Yes, nothing happens here without experience. Experience has taught me that brother, when a storm comes, what do you do? Now you control yourself, when a storm comes, you will open your chest and go out, once the storm is over, then you shrink yourself, so is there a storm right now, should I sit in my house or should I do this, or if it rains, should I do this treatment for it, then this is the same and when you understand, when the storm becomes clear and when everyone feels that this is going to happen now, this history is teaching us and them this, this is not my discovery, this is just observation, you cannot learn as much from your intelligence and your experience as you can learn from the experience of others and you have to learn more from the failure of others, if you learn only from your own experience, then you will have to have a life to experience, so data of our people, big people, good successful people and unsuccessful people have also failed, they taught us the same thing here that yes brother when Sit quietly and keep playing each ball one by one and when a no ball is hit, hit a six on that ball and then keep playing again, do not try to hit a six on every ball, it happens once or twice in history that six sixes are hit in six balls, you will not be able to give three or more such examples, the rest of the examples are when to strike and when to defend and when to do it, this is the mathematics here brother and this is the experience.
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