저자: 미상 · 외국인
요약 보기
찰리 멍거의 투자 원칙 3가지를 소개하는 교육 영상이다. 결론: 좋은 기업을 합리적 가격에 사서 장기 보유하라는 가치투자 메시지. 멍거의 주장 1: 질 좋은 기업을 고르되 가격도 중요하다. 비싼 가격에 사면 수익률이 떨어지고 손실 위험이 커진다. 능력범위(Circle of Competence): 잘 아는 산업이나 기업에만 투자하고, 모르는 영역은 피한다. 많은 실수를 피하는 것이 승리의 조건이다. 시너지 효과: 제품, 마케팅, 유통, 혁신, 경영, 생산비용 등 긍정 요소가 많은 기업은 시장 가치가 크게 평가되며 성장이 지속된다. 이를 위해 재무, 경제, 심리, 법, 기술 등 다방면 조사가 필요하다. 타인의 실수에서 배우기: 워런 버핏, 벤저민 그레이엄, 필립 피셔, 피터 린치 등 경험자에게 배우라는 주장. 초보자의 실수로 분산투자 없이 한 종목에 집중, 과도한 탐욕, 과도한 빚 사용을 꼽았다. 투자 조언 3가지: 위험을 먼저 측정하고 위험이 클수록 보상도 커야 한다. 남의 분석이 아닌 독자적 분석을 하라. 인내하고 복리 성장을 즐겨라. 남들이 두려워할 때 용기를 내고 기회에 대비하라. 출연자 전망: 특정 종목·자산에 대한 구체적 가격 전망은 없음. 영상 전체가 일반 투자 원칙 설명이다.
다듬은 글
Hello, hello Smart investor Welcome to the stock learning channel this time we will discuss important lessons in stock investment from Warren Buffet's right hand man Charlie Munger Does a quality investor need to look at valuations before buying shares considering that a quality investor has a principle of buying and the nature of always not caring about the price being expensive as long as the company has good quality Let's look at the following advice from Cari Manggar what you have to do is choose a chin company when the price is cheap and there is just keep quiet Charlie emphasized that in addition to the importance of good company quality, the price paid must also be good this is to optimize the investment results that we will get when buying something plastic we must first check the quality and don't forget to ask how much it costs then we assess whether the price set for the goods or services is a reasonable price according to its quality therefore the principle of investment is to buy a good, high-quality company to be kept in the long term and don't forget to buy again at a reasonable price if we buy a company with a valuation that is too expensive then in addition to the liter will be less than optimal we also have the potential to experience the risk of a decrease in the value of the investment Cari is a trusted person of Warren Buffet and has helped a lot in making important decisions in investing Cari gets a profit from stock investments of 1.7 billion dollars or around 24 trillion Rupiah Well now Let's Let's look at three lessons from the book entitled Purcahyo Amanat which discusses the principles of stock investment from curling.
The first lesson is the circle of expertise. Start from what you should not do in badminton. The winner is not the one who hits the ball the strongest or the fastest in moving. The winner is the one who makes the fewest mistakes. The fewest hits the ball on the net and the fewest hits the ball out of the field.
The loser is the one who makes too many mistakes. According to Charly, this is an important principle in investing. We don't need to be the greatest person, but we should try not to make too many mistakes. If you want to be a successful investor, don't try to be a champion in all stocks. You only need to be an expert in certain company stocks or certain industrial sectors that you really know and master.
This is what is called a mirror as a circle of expertise. Understand your circle of expertise and limit yourself to only investing in that circle. To find out this circle of expertise, start by choosing the stocks of companies that you want to avoid. For example, you can choose based on the first Indonesian company stock or foreign stock.
To the abyss of stocks, what industrial sector do you least understand? On the Stock Exchange, there are nine industrial sectors, namely consumer, finance, infrastructure, trade, plus property, plantations, and various industries. Which one do you least understand? What three industrial sub-sectors?
What you least understand fourth Is there a mastery for new IPO stocks fifth Is there a mastery for second tier stocks or even third tier or only large capitalization companies sixth Is there a mastery for stocks of companies that do not make profits by knowing the stocks What to avoid and the stocks that you most master then there is already Hi when that speed appears You can invest maximally there by knowing the moments outside this circle of expertise there can be a better understanding and control of investment risk by avoiding certain moments There is a possibility that you will miss the message profit but certainly there can avoid big losses in investments that do not make many mistakes just by avoiding what is the worst choice and playing only Where you excel then you can be a winner try now think about when what company you should avoid second lesson Synergy effect Is 1 plus 1 the result always two you may have heard that if all elements synergize then 1 plus 1 the result is not two but can produce much bigger can be three 10 or even more results that are far extraordinary if all synergize in investment also the investment results can be much bigger than the sum of all elements one positive thing will be a driver for the next element and so on invest in companies that have many positive elements For example, a company that has a great product with superior quality has great marketing has an extraordinary distribution channel that continues to innovate new products that are good, reliable and integrated management and has efficient production costs, a company with many great elements will be valued by the market very extraordinarily, competitors will find it difficult to compete against a company like this, this great company will continue to grow without us having to worry, to know all of this, of course, requires thorough research on the company from various perspectives, there is also a need to know the financial aspects of economics-business, psychology, market politics, law, government regulations, technology, history and statistical data, the third lesson is learning from other people's mistakes, it is said that people whose lives are miserable are people who do not want to learn from other people's mistakes, learn from other people who are more experienced than you, you may see many people living miserable lives because they do not want to learn from other people's mistakes, drive recklessly, speeding, which results in accidents, being lazy to learn so they do not graduate from school, being lazy to work so they experience economic difficulties and many other mistakes that should be avoided by learning a lot, then we can avoid fatal mistakes in investing.
You can learn from great people who are experienced like Warren Buffet and Graham, Philip Fisher, Peter Lynch and other great investors, people who do not learn are like going to a forest jungle Hi without experience if you don't have knowledge then you can be pressing a tiger or called a review of entering the jungle mistakes made by beginners in investing such as first not diversifying investments by Indy just one company second too greedy like trading fried stocks third using a lot of debt for stock trading by learning a lot from great people it's like you're being carried You're like getting the experience of that person You can achieve goals faster and safely cari said there are no successful people who don't like to learn here are three of Charlie's advice in investing first risk every investment must start by measuring the risk use a safety distance the bigger the risk you take then make sure the compensation for investment returns must be bigger second Independently do analysis Hey we can't be rational if we hear recommendations from analysts people agree with your analysis doesn't mean your analysis is right people disagree with your analysis doesn't mean your analysis is wrong don't just follow what people say third patience remember the wonders of the world the name 8 according to Einstein Don't be interrupted let investment results continue to grow enjoy the process Opportunities in the stock market don't come twice be brave When everyone is afraid be afraid When everyone is brave always be prepared when the opportunity comes What do you think Charlie's advice is very important not if you feel this video is useful please help support this channel by liking, sharing and clicking the subscribe button. Thank you for faithfully watching the video.
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