저자: VijayKedia—제목기준,인터뷰진행자발언은제외 · 외국인
요약 보기
Vijay Kedia는 주식을 집 가격처럼 매일 시세를 확인할 필요가 없는 장기 투자 대상으로 본다. 본인 보유 종목의 장기 성과를 강조한다. Vaibhav Global은 2015~16년 매수 후 분할 전 가격 기준으로 큰 수익을 냈고, Ramco Systems는 80루피에서 2020~21년 800루피 수준까지 올랐다고 말한다. 2003~05년 매수한 3개 종목은 2007년 호황기까지 3~4배가 되었으나 2008년 리먼 사태 때 매수가 아래로 떨어졌고, 그래도 보유하면 회복된다는 입장이다. 2014~16년 보유 종목 역시 8~150배, 300배까지 오른 사례를 든다. 좋은 종목을 고르고 지식·용기·인내를 갖추면 성공은 확실하다고 주장한다. 장기 보유 시 수백 배 수익도 가능하다는 취지다. 인도 시장 5,000여 개 상장사 중 소수 기업에 집중하고, 대형·소형주 상당수는 조작 가능성이 있다고 본다. 자신의 현재 보유 종목도 아직 규모가 얼마나 커질지 모른다고 말한다. 2~4개월 내 시장 방향이 명확해질 것이라고 언급한다. 과거 20년 데이터를 보면 강세장 기간은 길어지고 약세장은 짧아지는 경향이 있다고 관찰한다. 2003년 이전에는 약세장이 길고 강세장이 짧았지만 이후 패턴이 바뀌었다는 주장이다.
다듬은 글
Radius Sir, what he is saying is that if you are an investor, but if you understand this term, do you check the price of your house every day, do you check the value of your house every morning, how much is it today, then why should you check the investment that you have made on the Roast Road, can I say one thing Sir, in the middle, sorry, Sir, Sir, some of my shares, two of my shares are such that they are in front of the public, there is no shame in it, I have two such shares, Sir, in 2020 I bought a share of Vaibhav Global for example, I am just telling you, there is no recommendation, there is nothing, I had bought it in 2015-16 also, today it got split, this happened, my Everest cost was ₹100 in 2015, it seems, understand and tell you this, it will be the same for me with Ramco System Sir, I bought a share for ₹80, in 2020 the share of ₹80 became a share of ₹800 in 2021 It went for ₹250 Sir, do you think that I will sit and interview you comfortably?
This is what I mean to tell people not to end their lives. In the meantime, I bought three such shares in 2003-04-05, which increased three times to four times till the boom of 2007, Sir, and in the Lehman Brothers market of 2008, the price fell below the price at which I had bought them, Sir, I held them and the same will happen if I keep sleeping.
Okay, why is Ram Rashid's branch? I had faith in the company from 2014 to 2016, whereas the boom started in India, let's say in 2014, but between 2008 and 2014, my return increased from 1 to 100 times, the second share and the share increased from 8 to 150 times, between 2016 I had already sent the third share, but that share increased by 300 times, understand this, Sir, understand this thing, this is the strength of the stock market.
That if you are in the right line, if your ideology is right and if your mind is right inside you, your choice is right, knowledge, courage and patients, keep these three things in time, sir, then your victory is certain here, as I said, absolutely 100%, this is the thing, now understand good business and good yoga, then absolutely perfect things, 300 x is a very big thing, a very good thing, see the figures from 2003 to 2018, sir, right 300, maybe I am saying less because I am saying on TV, maybe it has increased by ₹ 400-500 times, but yes, I said 300, that is why I am saying less, how do you know, no, what are you doing, I have made my shirtless ID, sir, there are 5000 companies and you please choose one and give me such KDS, now you will give me 450 times and a person will sit with it for 10 years, there is no tension, tell me sir, is there any sir, where is this court of mine, the company is giving 5000, red is there in this Big cap, small cap, wares, what is this, what is more, the listed things that you see in the market, all of them are nonsense, manipulated, operated, you should understand this, you cannot deny this truth, there is manipulation in 4000 companies here, there is nothing here, it is nonsense, the investment table, the companies are hardly between 500 to 1000, right now see, everyone likes their child, right, right now there is such a lion in my company and I did not know that in time it would become so big, I thought that some money would come, so today there is no such thing in my mind, I do not know how much this lion will be and while talking about it, some clarity will come in two-three-four months, sir, clarity will come soon, I think clarity is going to come soon in the market, keep in mind once that the data of the last two decades shows that bull markets are becoming anchors and bear markets are becoming, I have observed the stock market very carefully.
Before 2003, the bear market used to be long and the bull market used to be short. After 2007, you will see that such a big crisis came and by saying that the bear market is over, the mistaken market is getting bigger.
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