저자: 미상 · 외국인
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아크인베스트 지분 인수 소식과 워런 버핏의 BYD 투자 사례를 다룬 영상이다. 결론: 아크인베스트 최대주주 전환 시도가 회사 독립성과 운용 철학을 훼손할 수 있으며, 버핏의 BYD 투자는 큰 수익을 냈다는 설명이다. 아크인베스트 지분 인수 이슈: 소액 주주인 Resolute Investment Managers가 지배지분 인수 옵션을 행사할 계획이라는 규제 공시가 언급됨. 2016년 Resolute가 소수지분을 인수했고, 당시 아크는 소규모 사무실에서 운영되던 스타트업이었다고 설명. 아크 성장 수치: 2016년 미시간주 연기금 2억 달러 투자, 아크 이노베이션 ETF 자산이 연초 18.6억 달러에서 9월 약 90억 달러로 성장한 것으로 소개. 캐시 우드 입장: 직원 주주들과 함께 지분 인수 시도에 실망을 표명했고, 외부 지분 인수는 회사 투명성과 독립 리서치에 부정적이라는 입장. 진행자 견해: 캐시 우드와 직원들의 높은 지분 보유를 '스킨 인 더 게임'으로 긍정 평가. 아크가 가치주 중심으로 전환하면 기술 성장주 중심 철학이 훼손될 수 있다고 우려. 경영권 리스크: 아크가 2025년 10월 26일 유통 파트너 재선정 절차(RFP)를 발표한 뒤, Resolute가 지배지분 인수로 대응하려 한다는 맥락을 제시. 이 경우 독립 리서치라는 핵심 차별점이 약화될 수 있다고 봄. 진행자 개인 투자: 개별 종목 직접 투자 선호, ETF는 유전체 관련 ETF(ARKG) 정도만 긍정적으로 언급. 버핏의 BYD 투자: 2008년 9월 BYD 주식 2억 2,500만 주 매입. 당시 평가액 약 352억 홍콩달러로 원금 대비 약 18.6배 수익이라고 설명. 테슬라 대신 BYD를 택한 것은 당시 테슬라가 파산 직전이었기에 더 안전한 선택이었다는 해석. 중국 전기차 시장: BYD 신형 프리미엄 전기 세단 주문 4만 대 돌파, 1회 충전 주행거리 605km 제시, 플러그인 하이브리드 모델을 테슬라 모델3보다 저렴하게 판매한다고 소개. 중국 소비자의 충전 인프라 우려로 하이브리드 수요가 크다고 분석. BYD 사업 구조: 자동차 및 관련 제품이 매출의 약 절반을 차지하며, 배터리 제조사이자 토요타와 합작 관계라고 언급. 홍콩 상장 주가는 연초 대비 200% 이상 상승. 출연자 전망: 아크 지배구조 변화가 회사 무결성에 영향을 줄 수 있다는 우려 제시. BYD 주가 상승 흐름과 중국 EV 시장 성장에 대해 낙관적 시각. 구체적 목표가 및 매매 지시는 없음.
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arkhanvest is ir ceo kathy wood has become an investing legend after predicting tesla to go to ten thousand dollars per share a number of years ago she was widely regarded as one of the original tesla bulls but that's not all her fund has massively outperformed the market and not just because of tesla what people love about arkhamvest is that they're independent and they think differently to many other investing firms however now that could all be about to change so there's been a shocking headline which has been sent to me by one of the motivation to invest community i'll credit them below i believe it was barking so yeah your comment is there below and you said ben this is big news you need to check it out and believe me it is so in this video i'm going to dive into that and i'm also going to discuss warren buffett and the fact that he has invested into a successful chinese eevee maker and why didn't he invest into tesla all will be revealed in this video but before we get started guys if you appreciate value like this please give the video join the community and hit that subscribe button and be sure guys be sure all of you to turn that notification bell on that way you won't miss out on future news updates like this and exclusive stock picks which i'm personally investing into that being said let's get into these headlines firstly a minority stakeholder wants to take control of arkhamvest and kathy wood is pushing back so resolute investment managers says it will exercise its option to take a controlling stake in the etf company known as arkhamvest coffee wood has been in the hearts of investors since her major success she grew arc investment management to more than 18 billion in assets in just six years however now an early backer of arkhamvest wants a larger piece of the pie resolute investment managers a distributor for mutual fund and etf companies including ark and american beacon advisors plans to exercise its option to purchase a controlling that's the key word there guys a controlling stake in ark early next year according to regulatory filing this option was included as part of the minority stake in kathy woods firm that resolute took in 2016.
at that time ark was a small start-up operating out of what resolute chief executive and president gene needles has described as a small midtown office without working air conditioning earlier this year in march 2016 the etf company has raised its first big institutional allocation when the state of michigan retirement systems invested 200 million dollars before that kathy wood told the arc only had about 40 million dollars under management since then arc has grown massively thanks to a large part with their bullish position on tesla the firm's flagship etf arc innovation etf has grown from 1.86 billion dollars of assets at the end of december to nearly nine billion dollars at the end of september so basically resolute investment managers are trying to take major credit from arkhamvest they're basically saying to them you guys were in a small town office with no air conditioning we came along we funded you we gave you a lifeline and now we want some of that cash back but kathy wood is pushing back in a statement provided to media kathy woods said she and the firm's other employee owners were disappointed that resolute investment managers and its private equity owner council and company have chosen to issue this unwelcome notice that they intend to seize control of our business the remarkable success of our team is rooted firmly in a culture of transparency collaboration and employee ownership would added we do not believe that equity ownership by a partly tangential to our business is in the best interest of our shareholders so basically kathy wood is pushing back and she's saying if you guys try and take a controlling stake in this firm it will definitely affect the integrity of the company and the success of arkhamvest and i agree the fact that kathy wood owns i believe between 50 and 75 stake in arkhamvest and also the rest of her employees have a large percentage of ownership in the business then that means that kathy wood takes one of the major boxes when investing into any etf or stock and that is to have skin in the game you want to see management whether that's management of a company or management of an etf to have skin in the game to have a large portion of your own net worth in the etf then you know your money is in safe hands so they're not just coming up with fury and collecting investors capital they're actually putting their own money on the line and their own skin in the game that is one thing which i would say is very unique about this youtube channel motivation to invest i invest my own money into many of these stocks which i mentioned on this channel now that makes a major difference because when you're investing substantial amounts into investment firms and i've got a six figure portfolio then it does make a major difference not just emotionally but all your sense is heightened you make sure you make a good decision it's very easy to talk theory but life is not fury life is reality but this takeover announcement is not a coincidence in a regulatory filing ark said that resolute notified the etf company of its plans on october 29th just a few days before on october 26 arkhamvest have put out a press release announcing a request for the proposal process to potentially replace resolute investment distributors a resolute affiliate as a distributor of arks u.s retail and institutional products so arc stated in the best interest of shareholders and stakeholders arc is commencing a process to evaluate potential strategic partners for us distribution so basically arkhamvest and cafewood have assessed their strategic partners most likely deemed it to be in the best interest of both shareholders and stakeholders to perhaps not use resolute investment managers in the future however resolute has obviously seen this regulatory filing and for okay if you're potentially gonna remove us from this big pie then we're gonna take control and that's exactly what they're trying to do so basically if this goes through this can mean resolute investment managers take a controlling stake and that means arc invest may have to sacrifice its independent research which is the unique selling point of the company if you're a shareholder in the arkhamvest ets just be aware of that it may be affected in the future perhaps resolute investment managers might state to arc invest board we've got so many billions of assets under management now let's start being a little safer let's start investing into value stocks let's move away from the risky technology growth companies and that definitely sacrifices arkhan vest and kathy woods whole investing philosophy but that's why i personally invest into individual stocks and i don't really use the etfs as stated previously the only etf i like of arkhamvest is probably the germnomics etf and that's because it's a very complicated area it's changing so fast but it's definitely a fast growing industry and that's why it's i believe that's a good etf to get in there i've made a great video about that which you can check out i'll leave a link somewhere here and in the description below but generally if you follow my other videos on this channel which you should um i generally track a lot of arc and best recent trades and their latest stocks so you guys can invest in the stocks independently with zero etf fees so that's our confess but what's this other news that i spoke about warren buffett and his investment into a chinese ev maker now not many people know about this but it's very interesting stuff no so this is not a recent thing but in september 2008 buffett bought 225 million shares of byd so this is a chinese automotive company which has recently released an electric vehicle and it's now and now the current market value of the holding is as high as 35.2 billion hong kong dollars earning buffet in 12 years 18.6 times is original investment so that's nearly a 19 bagger buffett has made there on this company now at the time there's a lot of speculation and many people were saying buffett why didn't you invest into tesla why did you invest into byd well it's clear you still made a great return with byd and by reading in between the lines of what buffett has said previously byd definitely seemed like the safer option during time as tesla 10 years ago was close to bankruptcy well has buffet made the right choice well he's made a 19 bag and he's probably took less risk so yeah i definitely would say he's made he's made a great choice there obviously tesla's a great company as well but the other news really is that recently the warren buffett backed chinese car maker byd has announced strong demand for its new luxury electric sedan now i believe sedans are one of the most popular cars in china and china is the world's largest population 1.42 billion people they have a growing middle class population and they have the largest ev market so anything that happens in china with electric vehicles is massive news so in just over two months orders for a newly launched premium electric sedan from warren buffett backed automaker byd have topped 40 000 and there's also chinese electric vehicle startup xiaopeng which also posted some incredible numbers i did a full video on xiaoping lioto neo so you can check those videos out i'll leave it links here and in the description below analyzing the entire chinese eevee industry so be sure to watch this video guys so with my channel guys the best thing to do is probably just to binge watch as many videos as possible because honestly it's much more productive than netflix and you'll learn a hell of a lot about investing so it's definitely worth it and you'll also be entertained hopefully so yeah check those videos out in the description below so the new hand model has a single charge range of 605 kilometers which is around 375 miles byd is also selling a plug-in hybrid version at a slightly lower cost than tesla's model 3.
now this is major news because many chinese consumers have stated that they don't have the same infrastructure for charging pure unless investing into a pure plate electric vehicle is more risky for them so a hybrid is a great option and allows them to get their foot in the door so the automobile business and related products account for roughly half of byd's revenue the company is also one of china's major electric vehicle battery manufacturers and as a joint venture with toyota who was previously the world's largest car maker and i believe still is by volume i believe they produce around 10 million cars per year so that's a massive deal byd's hong kong listed shares have soared by over 200 so far this year what your thoughts on kathy wood and the recent takeover plans of arkhamvest do you think that will affect the company's integrity also what do you think buffett and his investment into a chinese eevee maker so please do comment below and the whole community including myself will join in and answer any questions and have any discussions with you guys and if you guys found some value in today's video then guys with the youtube ai which pushes this video out to more people and if you are new around here and you haven't subscribed yet hit that subscribe button and be sure to turn that notification bell on that way you won't miss out when i release future stock tremendous
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