저자: PromodKumar · 외국인
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찰리 멍거 포트폴리오가 4개 종목으로 구성된 점이 특이하다고 소개하는 영상. 결론: 영상 자체는 특정 종목 매수 추천이 아니라 포트폴리오 구성 분석에 가깝고, 앞으로의 가격 방향에 대한 명시적 예측은 거의 없다. 포트폴리오 구성: 멍거 포트폴리오로 소개된 종목은 뱅크오브아메리카, 웰스파고, POSCO(또는 'posh co' 자동인식 오류로 추정되는 철강 ADR), 그리고 U.S. Bancorp(미국 은행)다. 4개 중 3개가 은행주라 금융 섹터 편중이 특징이다. 종목별 설명: 뱅크오브아메리카는 주가가 2018년 이후 횡보·하락해 22달러대이며, EPS 증가와 배당을 언급했다. 웰스파고는 2016년 이후 주가가 정체됐다고 설명했다. 철강 ADR(자동인식 오류 가능성)은 2010년 이후 장기 하락 추세라고 평가했다. U.S. Bancorp는 주가가 고점 대비 약 50% 하락했고 PER·베타가 낮으며 순이익·EPS는 증가 추세라고 설명했다. 리스크·조건: 발언자는 4종목 집중투자를 개인에게 권하지 않는다고 명시했다. 현금흐름 악화와 재무제표 확인 필요성도 언급했다. 출연자 전망: 특정 방향에 대한 명확한 예측 없이 분석 과정을 설명하는 데 그친다.
다듬은 글
uh hello welcome and everybody today i'm going to focus uh or share the charlie munger portfolio and charlie munger is one is warren buffet's right hand that's what is viewed in the market and it's one of the very best portfolio value investors all right myself promote kumar i am a cfa charterholder and frm certified my channel i cover the portfolio fundamental using the fundamental analysis of the stocks and cover the uh different uh stocks and portfolios so i have covered the bill gates warren buffet and now i'm covering the charlie manga portfolio these are uh the one so one of the important stuff i like to tell you about this uh portfolio in like just like in other early other earlier portfolios of either warren buffet or bill gates where you find a lot of stocks in their portfolio and a little bit more diverse especially in case of bill gates and i find less diversification in terms of warren buffet and when i come to charlie munger surprisingly uh and this is uh recent right uh of updates one or two months uh ago on his portfolio i find only four stocks yes only four stocks in his portfolio and uh i can't believe that so for a normal person vs we'll do a lot of diversification and all but seems like he's very strong or bullish on those four companies that he is betting on that right so that's what i think is his famous scores are so uh i won't suggest anybody to do that neither i will do that to have only four stocksman portfolio uh but what i see i'll try to give you as it is okay so if again who's new to my channel kindly subscribe and uh put a like button and press the bell icon so you will find the new updated video and if you want me to cover any other stocks uh i have a lot of stocks which i already covered interesting one and if you find anything which is not covered please let me know so this is i think little bit of short video because of only four stocks but let's let's get started okay so the very first one i'll try to share if you want to make a guess is the bank of america so the bank of america is his portfolio that's one of the stocks is uh is the bank in america and if i go to so i'm on the yahoo finance website just want to see how this i i don't own this stock so the stock price is not that bad is 22.90 and then actually it's quite low as well if you if you see so let's let's see here i have already brought it out so this is if i see from let's see from the five here so the stock did quite quite well since five years of course is the bank and it should be doing good uh but since 2018 if you see it's not doing well right early 2018 since january it's quite stable fluctuating come up come down come up and come down right and drastically it comes down to 22 now it's it peak was 33 34 so it's not that i don't know much about the stock since i know i didn't follow this but that's what i see from the price price pattern only but it's a dividend paying 0.2 and dividend is 0.18 0.075 so that's on the high level of bank of america corporation uh so if we see just a high level number the 52 weeks is 17 18 dollars so 35 cents earn is giving some uh three almost 2.46 earning per share stargate is 27 for this year right and if we quickly see the financials since we only have four stocks let's see how quickly just scan the financial right so it's quite consistently growing up except uh the last year 20 it's little bit drops but if you see the eps is jumped from 16 to 19.
so maybe that's one of the reason almost double right almost 2.75 from 1.5 and this year ttm is negative okay so operating cash flow let's see the cash flow quickly uh 18 oh wow so cash flow actually drops but it goes up so maybe that's why and how about the liabilities right operating cash flow is good and the company has a lot of free cash flow maybe that's one of the reason he owns this as well let's see the balance sheet total as uh total liabilities oops what happened to the balance sheet did i miss something okay so it's only nothing much so maybe it seems like it's not showing well all but anyways so this is how this is the bank of america and the market cap is 192 billion 0.60 okay so that's a high very high level quick view on this one let's take the next one oops i hope i didn't mess anybody's surprise there next one is a well fargos another bank okay let's go back and see the well fargo what's the well fargo is i don't follow this again well i do have some some banks but not the american banks and if you have any banks maybe can you put on the comments which other banks you follow so we can see and if you like them why you like them and what's your opinion on bank of uh uh bse the ticker right bank of america and this welfare goes so this is again this is a hundred little bit less in terms of market cap as compared to bac which was 190 something this is only hundred and the stock range is quite a wide actually for one year right 22 to 54 maybe it's penalized by all but eps is quite good so the ticker is wfc so let's put the ticker here so we can quickly see right okay yeah i expect them to dividend 0.4 wow it's reduced maybe the stock split happen or something okay uh here wow the price is quite upright and then it's jumped down that's not bad actually it's year to date this is a five year right five here so the stock is quite consistent and keeps but it's not going up in terms of the price if you notice right within few years it's quite stale from 2016 and onward right okay let's go back oh wow it was up before i i never owned like this kind of stock if you see like 2013 it was quite high and then it's rally for many years to 2017 it's lower right and then it come back so anyway i don't want to look into this financials so maybe you can check yourself uh let's take the another one before i okay so another one is oh bank of america i think i just did right bank of america well fargos maybe i missed something let's take another one okay another one is posh oh i think it's a posh car or something let's let's see the third one is posh p-o-s-c posh co what is this this is poshko adr okay this is more seems like a steel company or something let me okay just to save time i brought that stock ticker so this is a posh go edr and i am on the market watch this is another uh company where you can see the stock price and performance so right now it's uh at the time when i'm doing this this is uh 21 of march this is a third almost 36 dollars and the range is not for this year wow it's 35.51 to 36.25 for the days range and the 52-week range is 26 to 54 is quite a big range the pa ratio is quite low there if you notice is under 10 wow and the earning per share is 3.91 and even is one dollar wow and that's not bad actually if you see from high level the beta is okay it's 33 20 million share okay volume is quite down so let's see okay so the chart here um five-year chart let's click on quickly five-year chart and if i see here the stocks was quite up and down we will remove this noise right dividend earnings okay so now it's a little bit clean okay so and this one too so if i have this one it seems like for about 10 years so this is a pretty old company seems like a steel company so it was so 2010 it was higher and then it's keep going down and down so i'm not also very impressed on this talks uh on this talk so this one is if suppose in 2011 you own this 113 but now it never come back right so since 10 year it's keep down so this is another portfolio from his portfolio uh stock so let's let's go to the next one and next one is u.s bank of ben corp sorry about that so let's search that maybe i'll go back to here us ben corp what is this was a u.s consumer banking so there is another bank so mostly seems like he is uh doing the he's doing the more uh on the banking side so most of this portfolio is on the on the banking portfolio because out of four the three stocks are the banking so maybe on the financial sector he's more stable and he doesn't want much fluctuation in his portfolio so at this time of the age so that's my i'm thinking one of the factor uh and in this talk again the p ratio is less than 10 beta is this and 1.19 and market cap is very less 47 or 48 okay so that's on this talk and quickly if we see the luckily i have this window i didn't course let's go to the usb let's see the price performance for few years in the five years okay if you see here from 2000 16 or 13 it goes up and then up it's not bad actually it goes up so this stock overall rally is is doing pretty good on the price price side although from 2017 it's quite still against stale but overall it's it's going up right it's going slowly and up and uh krsi is lower here oh wow it's way lower this price is very low so this looks a little bit interesting because right now the price is only 32 and the stock was 60 before so and it's still 50 percent down so let's see and rsi is also low so let's see this stocks let's see the quickly the financial of this stocks right because if we notice uh the pe and the beta is low as well right about 40 years okay that's okay so the income statement so the net income is increasing not a problem earning per share is quite increasing which looks good so quite stable let's see the cash flow so the cash flow is wow it's increasing three but it drops significantly in 2018 and then dropped again so the free cash flow is increased and dropped in 2019 so we need to see the company 10k and all to properly see what's happening but this is pretty much on on his portfolio okay so do like my video and if you and put a comment and whatever next talk you want to see and see you in the next video bye for now
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