저자: 미상 · 외국인
요약 보기
빌 애크먼의 퍼싱스퀘어 펀드 13F 보고서(2022년 2분기)를 분석해 보유 종목 7개를 소개하는 영상이다. 결론: 장기 투자자는 주가 하락기에 계좌를 매일 열어보지 말라는 조언과 함께, 애크먼 포트폴리오의 우량주(주로 배당주·외식·소매 기업)를 참고하라는 내용. 투자 심리 및 조언 - 하락장에서 매일 계좌를 보면 감정적 매매로 이어져 역효과가 난다는 주장. - 장기 투자자는 포지션에 확신이 있다면 일일 수익률 확인이 불필요하다는 입장. 애크먼 펀드 개요 및 과거 실적 - 13F(분기 보고) 제도: 운용자산 1억 달러 이상 펀드는 보유 종목을 분기마다 공시. - 과거 헤르벨라이프 공매도 실패(약 10억 달러 손실, 2012), 넷플릭스 투자 손실(약 4억 달러, 평균 354달러 매수 후 220달러대에서 매도). - 2014년 버거킹 관련 SPAC 베팅으로 약 2억 300만 달러 수익, 2019년 수익률 58.1%. - 애크먼 개인 순자산 약 32억 달러로 언급. - 투자 스타일: 워런 버핏과 유사하게 고품질 기업, 예측 가능한 현금흐름, 지배적 시장 지위를 중시. 보유 종목별 설명 및 애널리스트 컨센서스 (Nasdaq 기준, 참고용) 1) 로우스(Lowe's): 미국 주택 개량·정원 용품 소매, 1946년 설립, 배당수익률 약 2.17%, 목표가 평균 243.20달러(상단 300, 하단 217). 최대 보유 종목으로 언급. 2) 치폴레(Chipotle): 텍스멕스 패스트푸드, 1993년 설립, 본사 덴버, 무배당, 목표가 평균 1,829.96달러(상단 2,500, 하단 1,400). 고가 주식이라 소액 투자자는 소수점 매수 활용 가능성 언급. 3) 레스토랑 브랜즈 인터내셔널(QSR): 캐나다 기업, 버거킹·팀호턴스 보유, 배당수익률 약 4.11%, 목표가 평균 65.43달러(상단 75, 하단 54.27). 4) 힐튼: 미국 호텔 운영·프랜차이즈, 배당수익률은 영상에서 누락, 목표가 평균 143.44달러(상단 171, 하단 120). 5) 하워드 휴즈 코퍼레이션 계열(Howard Hughes): 텍사스 기반 부동산 개발·관리, 무배당, 단기 목표가 평균 87달러(상단 90, 하단 81). 6) 도미노피자: 미국 미시간 본사 피자 프랜차이즈, 배당 지급, 현재가 146달러 언급, 단기 목표가 평균 389.12달러(상단 495, 하단 315). 현재가와 목표가 수치 간 괴리가 커 자막 오류 가능성 있음. 7) 캐나디안 퍼시픽(CP): 캐나다·미국 대륙횡단 철도 화물 운송, 소액 배당, 단기~중기 목표가 평균 77.49달러(상단 87, 하단 57.19). 영상은 운영 마진 측면에서 흥미롭다고 평가. 기타 - 애널리스트 컨센서스는 참고용이며 보장이 아니라고 명시. - 진행자는 자신의 증권사 추천 링크(설명란)와 구독·좋아요를 요청. - 대상 자산 목록 종목 중 영상에서 직접 예측된 가격 방향 발언은 없음(해당 종목은 펀드 보유 종목 소개 맥락).
다듬은 글
The danger in a buoy market, when you're fully invested in the financial markets like me, is developing the bad habit of opening your brokerage account daily. This bad habit can even make investors aggressive, and it's normal for a fully invested investor to be irritated in a buoy market because, unlike Men in Black, we don't have the option of using an oracle to erase all the losses we've seen from our investor minds.
The thing is, faced with this blood-red vision we inflict upon ourselves daily, we're sometimes seized by a sudden urge to make some changes to our financial portfolio. But we generally end up hacking up our brokerage account more than anything else. These changes are often counterproductive because they're dictated entirely by our emotions.
And since I don't want to hack up my portfolio, being a long-term investor who generally has confidence in my positions, well, during a downturn, apart from opening my account... As for reinvesting in the stock market, there's no point in me checking the daily performance of my positions. That's why I have the time to focus on other video ideas, and lately, when I 'm not watching Netflix, I like to spend my evenings observing the thoughts and stock portfolios of various personalities in the financial world.
In other words, I want to see which stocks major investors and fund managers in France are investing in. And tonight, we'll find out! Yes, we'll find out in this episode because tonight I'm going to scrutinize with you the stock portfolio of billionaire investor Bilakman, which he holds through his Pertine Square Capital fund.
We'll know his positions thanks to the SEC's "F-Form." The SEC is the American federal agency that regulates and oversees the financial markets. So, sir, this famous " F-Form" is a quarterly report that must be filed by all fund managers with at least $100 million in assets under management. I can smell the money, and what's cool about this quarterly report is...
The thing is, he discloses the stock positions of major fund managers and can thus give an overview of what savvy investors are doing in the market. We're all listening, yes, but in this case, just because Bill Hackman is a savvy investor doesn't mean the stock market doesn't sometimes blow his mind.
Remember his billion-dollar losing bet in 2012 on the stock market crash of Herbalife, the dietary supplement company? And more recently, remember his investment in Netflix? His Perthing Square fund invested heavily in the streaming giant during the first major crash in the stock, buying 3.1 million shares at an average price of around $354 each.
Today, the stock is trading at $220. Of course, his position has since been sold, but this resulted in a loss of around $400 million for Hackman's company. It's certainly embarrassing, but the talent of a savvy investor is that even if This kind of failure stings him a bit, maybe it affects his mindset at that moment, but he always manages to rebuild himself mentally.
Do you even know how much that hurts? And although it stings, I don't hold it against Billadman because he's also had some very successful ventures in the past. For example, in 2014, his Piercing Square Capital fund earned $203 million after betting on the success of a SPAC that had a stake in Burger King.
And in 2019, the Reuters news agency, primarily dedicated to delivering financial information, even went so far as to call him one of the best-performing hedge funds in the world, and rightly so, since Piercing Square recorded a return of 58.1% that year. And today, Billadman's personal net worth has reached $3.2 billion, which, as you'll agree, equates to a certain level of financial success.
I thought it was relevant to see what the 875th richest person in the world had In his portfolio, before moving on to the seven stocks his fund holds, if you're not familiar with his investment style, basically he has a style somewhat like Warren Buffett, but even though he's sometimes a bit impulsive, meaning he looks for high-quality companies with predictable cash flow generation and often a dominant market position.
He explains this in this video: the quality of the company is, for him, the only investment criterion. Now you have his profile. Let's look at his first dividend stock, and at the end of the video, I'll also share the complete table from his very detailed statement. You'll see the size of his positions and which stock he owns the most.
Who knows? The first stock in his portfolio is Lowe's, an American retail giant specializing in building and gardening supplies for individuals, founded in 1946. The dividend yield at the current price is 2.17%. For each stock, I'll give you the analyst consensus from the Nasdaq website, but be aware that this is just to give you a general idea.
Initial visibility on the stock, because consensus is never a guarantee of truth, according to this consensus, the average target price is $243.20 with a high estimate of $300 and a low estimate of $217. Its second stock does not pay a dividend and is Chipotler, an American fast-food chain specializing in Tex-Mex cuisine.
Tex-Mex cuisine is an expression used to describe a cuisine from Texas and the southwestern United States influenced by Mexican gastronomy. This company was founded in 1993 and its headquarters are located in Denver, Colorado. Again, according to a consensus from the Nasdaq website, the average target price is $1829.96 with a high estimate of $2500 and a low estimate of $1400.
It is true that this type of stock is not accessible to everyone due to the high par value, but don't forget this recent news from the stock market section in which we learn that The brokerage firm, Véronique de République, now offers all its clients the possibility to buy fractional shares personally.
I won't hide it: for investing in the US, I prefer the Giro broker, which is where I'm with, but I also have a Véronique de République securities account that I find quite good, especially for making small-budget investments. And by the way, if you're discovering me in this video, know that you'll find my referral links in the description, which, depending on the period, will offer you a nice bonus.
Anyway, the third stock is Restaurant Brands International, a Canadian company with international reach specializing in fast food and represented by two major brands, Burger King and Tim Hortons. The dividend yield at the current price is 4.11%, based on this analyst consensus. The average target price is $65.43, with a high estimate of $75 and a low estimate of $54.27.
The fourth stock in its investment fund is Hilton, an American hotel company that manages and franchises a large portfolio of hotels and resorts. The dividend yield at the current price is [missing information]. The average price target is $143.44, with a high estimate of $171 and a low estimate of $120.
The fifth stock, this time without a dividend, is Howard You Corporation, a Texas-based real estate development and management company. The average short-term target is $87, with a high estimate of $90 and a low estimate of $81. The sixth stock in her portfolio is a dividend-paying one: Domino's Pizza, an international fast-food franchise headquartered in Michigan, USA.
It pays a large dividend, and the current price is $ 146. Based on this consensus, the average short-term target is $389.12, with a high estimate of $495 and a low estimate of $315. Finally, although the seventh stock in her portfolio pays a small dividend, I must admit, Katy, personally, this is perhaps the one that initially excites me the most when I see an income statement like this.
This gives a bit of a look at the operating margin, and it concerns Canadian Pacific, a company that owns and operates a transcontinental freight railway in Canada and the United States. According to this analyst consensus, the short- to medium-term target is $77.49, with a high estimate of $87 and a low estimate of $57.19.
Here's the table showing all of Billy Lakman's positions through his Periham Square Capital fund. As you can see, his largest position is in Loves, according to the statement made on the 13th of Q2 2022. We also see that he really likes investing in the restaurant sector. I'm even surprised he doesn't own Young Brands stock, one of the world's leading fast-food groups, alongside the former KFC and Pizza Hut, among others.
Anyway, tell me which of these seven stocks you're most interested in. You can also find me on the channel's Twitter page; I regularly share various news there. And remember, I'm always counting on your like if you appreciate my content, and especially since we... Nora Lizer doesn't exist. If you're a long- term investor, remember to stay away from your account on a daily basis.
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