저자: PeterLynch · 외국인
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첫 줄 결론: 피터 린치와 진행자는 개별주 투자의 주의, 부동산과 주식 중 선택의 기준 제시에 초점을 두며, 특정 자산의 단기 가격 방향 예측은 없음. 피터 린치 발언: 개인들이 가전이나 항공권은 신중히 고르면서 주식은 버스에서 들은 이야기만으로 큰돈을 넣는다고 지적. 주가가 올랐다는 사실은 매수 이유가 되지 않으며, 재무상태표와 주가가 오를 명확한 이유를 확인해야 한다고 강조. 과거 성공 사례로 TJX, Stop and Shop, Analog Devices, Nvidia 등을 언급하며 턴어라운드나 성장 기업을 찾으라고 함. 현금 3억과 무부채 기업 vs 부채 3억과 현금 없는 기업 비교로 재무 건전성 확인 강조. 금융업 관련: 1991년 텍사스·뉴잉글랜드 은행 위기를 예로 들며 2008~09년 금융위기와 대비. 최근 First Republic 사태에 대한 구체적 전망은 제시되지 않음. 진행자 주장(채널 측): 미국 상위 1%가 주식 시장 보유액의 54%(약 19.16조 달러)를 가짐, 연방정부 부채 약 33조 달러 언급, 하위 50%는 0.6%(약 210억 달러) 보유. 미국 인구의 27%(2022년 기준)가 주식 투자. 부동산은 물리적 자산이며 주식은 기업의 작은 지분이라는 비교. 린치 본인 선호: 아버지가 부동산 개발업자였던 배경으로 부동산 비중이 크며, 주식은 일부 보유하되 뮤추얼펀드 위탁을 선호한다고 언급. 부동산 vs 주식 비교: 부동산은 낮은 리스크, 수익률, 분산 투자 장점과 수동 소득(90% 백만장자가 부동산 보유 주장), 입지와 타이밍 중요성을 강조. 주식은 소액 진입, 유동성, 높은 이익률 장점. 둘 다 위험 허용도와 목표 설정 필요. 종목 나열: Tesla, Facebook(Meta), Amazon, Google, Apple의 시가총액 수치 언급(영상 기준 시점). 부동산 지역 예시로 LA, 플로리다, 덴버 가격대 제시. 후반부 광고 및 구독 요청, 벤처 화장품 할인 광고 포함. 대상 자산 중 1~3개월 가격 방향에 대한 명시적 예측 발언 없음.
다듬은 글
we are now joined by a very special guest can we call him a legend I think we're going to Legendary investor Peter Lynch he is with us from Boston this morning to share his perspective on the economy markets and the work he's doing for the Catholic schools Foundation Peter of course is the vice chairman of fidelity management research and Advisory Board member of fidelity funds from 1977 to 1990 he managed the mellan fund growing it from you ready for this $20 million to $14 billion in 1990 at the time of his retirement by what you know is what Peter taught us and it's so nice to see you this morning Peter good to be here so let's talk about by what you know I'm so curious these days how you're thinking about the economy well I think people they're investing in individual stocks it's it's sad they're careful when they buy a refrigerator or an airplane flight or they're careful of their money and they'll hear about a stalk on the bus and they'll put five or $10,000 on it they have no idea what they do so you really got to be careful look at the company look at the balance sheet what is the reason the stock should be higher the sucker going up is not a good reason is your sense though that the style of investing uh that you pioneered is still doable and winnable today well I think looking for something different look me something that's a good story I mean who would guess TJX a local company would have gone up 50 fold or Stop and Shop would go up 10-fold or or Analog Devices or Nvidia I couldn't pronounce Nvidia so you have to find a company that's either a turnaround or compan is going to grow like Panera or you know Family Dollar stores I'm not saying they buys now but that's what's made our you know Sears is rolled over so you know so Kmart's rolled over IBM slowed down but we've had new companies come along I that's the nature you have to be looking for new companies and look at the balance sheet if you can add five and five and get reasonably close to 10 you should be able to look at a balance sheet you say here's two depressed companies they've gone from 50 to three one comp's got three amount in cash and no debt one's got three amount in debt no cash which one are you going to buy I mean that not too hard to do Peter I I watch watch you closely because I was in the business back then and I don't do you remember how many snls went from mutuals to stock trade that you made just Buu on back then and I mean I don't know if you I don't know if you missed any of those and they were all big Winners they're all big Winners they were all big Winners back then I just what do you think of the financial sector right now and what happened we saw with First Republic and uh I i' just like to get your Insight there since you you were so good at that sector you know we had a terrible financial crisis in 991 I think every almost every major Bank in Texas went under Bank in New England one of the oldest banks in the country went under it's like you know you know in 0809 the banks hi it's Tisha Paul and welcome to American television news go ahead friends and folks and family and everyone that's watching hit the free like and that free subscribe button it helps a lot our team really needs this so please hit the like and free subscribe button so what's better the stock market or real estate at the end of the segment will tell you which one is as you could tell we just introduced you to a little bit of the stock market with Peter Lynch he was on CNBC he used to the vice president of fidelity get this he brought it from $2 million to 14 billion that's how much he loved the stock market so our stock market making people Millionaires and billionaires and so is real estate 1% of the stock markets in the United States 1% owns 54% of the stock market stocks in the United States 19 .16 trillion do you know the government deficit is$ 33 trillion so now you see why government wants to tax the rich because they are heavily invested they have 19.16 trillion combined in stocks and the government owes 30 TR trillion dollar and then the bottom of the United States 50% of the bottom they own 0.6% of the stocks that's just 21 billion so we got to do more people we got to do more in the United States and own more stocks if you're scared of stocks look into mutual funds 2022 27% of Americans they invested in the stock markets so should you buy stocks or buy real estate which one is a better option well if you look at real estate real estate is a physical land or property stock is a tiny piece of a company that you are buying I own both I own real estate and stock I'm more heavily invested in real estate and I am in stocks and that's because that's my preference my father grew up being a real estate developer I grew up in a real estate home it's natural for me to take that route real estate I do own stocks mutual funds though and I like to give it to the big boys at Fidelity or whatever big players there are they hold on to those for us so that's an option for you if you're buying stocks give it to the big players so they can hold on to it so one advantage of stock it's less money to put up it's more liquidation and it's higher profit margin real estate more stable asset for you so you're not going to lose your house so to speak with real estate 90% of millionair own real estate and real estate offers you passive income so that's a big difference the stock market conditions market economic inflation and not a lot of cash to put up both of them are financial situation both of them need your risk tolerance both of them you've got to set goals for and both of them it's got to be the investment so real estate is more work than stock market is so buying real estate is a lot more work than buying stocks according to US News stock is better not worse so there are a lot of people who are bullish on the stock market personally own real estate and stocks but I'm having invested more real estate because real estate is a lower risk the yield better returns and it allows greater diversion because you could have location location location 90% of millionaires Rich owning they own they get rich from owning real estate location location location and timing timing timing take this down will you 9% millionair Rich location and timing it's very important so work can you by real estate and what are the top stocks here's some stocks for you today some six stock Telsa 23545 Facebook 33823 Amazon 14674 Google 13669 Apple 18997 these Americans are the top stock these world this is the top stocks in the United States they have high rate some are in the trillions and here are some Town Homes here if you want to invest in real estate here are some areas to look at La 319 5% down ports and Lucy in Florida 319 Denver Colorado 329 so in concluding I want to remind you all to just hit the free like and that free subscribe button it helps out a lot a lot lot lot lot lot we have been on television for years now almost 18 years years we've been on cable news I was on Fox News Fox and Friends Fox Business now I'm here dishing you the news on American TV news I am Tia pal be sure to hit the free like and the free subscribe button and check out the tag products today they are from benefit cosmetic they are just lovely they are gorgeous anything can be so pretty like this look how beautiful this is they it is and they're giving us 30% off on free shipping and handling through now through 11:20 9 2023 so youve got to hit YouTube 30 to get that be sure to take care of yourself and take care of each other look at this how lovely is this girls look at this so guys if you're looking these are some good Christmas gifts for your girlfriend or wife or girlfriend to be we'll see you another time take care
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