저자: VijayKedia · 외국인
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결론: 영상은 인도 투자자 Vijay Kedia의 포트폴리오와 투자 철학을 소개하며, 선물·옵션보다 장기 투자와 경영진 분석을 강조하는 내용이다. 선물·옵션 거래에 대한 경고와 장기 투자 강조. 선물·옵션은 대부분 손실을 보며 SEBI 보고서에서도 수익 내는 비율이 낮다고 언급. 투자만이 부를 쌓는 방법이라는 주장. Kedia의 이력 소개. 콜카타 출신으로 어린 시절 아버지 영향으로 주식 중개업을 시작, 뭄바이로 이주. 초기 거래 손실(약 7만 루피) 후 장기 투자로 전환. 과거 대박 사례. 1993년 ACC 등 하르샤드 메타 시기 투자로 큰 수익, Punjab Tractors 등 저가 매수 성과 언급. 포트폴리오 구성 설명. Siyaram Silk, Alkan Engineering, Heritage Foods, Mahindra Holidays, Vaibhav Global, Tejas Networks 등 보유 종목 소개. 일부 종목은 보유 비중과 평가액 수치를 제시했으나 현재 시점 가격 방향에 대한 구체적 예측은 없음. Tejas Networks는 시가총액 약 9000억 루피(약 20억 달러) 규모 광통신 장비 기업으로 긍정적으로 소개. Vaibhav Global은 세계 최대 보석·주얼리 기업 중 하나로 소개. 투자 방법론. 경영진 분석을 중시하고 증권사 리서치 리포트를 주 1~2회 읽을 것을 권장. 기술 트렌드와 섹터 로테이션에도 주목. 시장 타이밍에 대한 입장. 약세장에서 무리하게 리스크를 지지 말 것, 시장 방향보다 경제 상황과 기업 펀더멘털에 집중할 것을 강조. 영상 후반부는 특정 증권사 무료 계좌·수수료 할인 프로모션 홍보가 포함되어 있으며, 이는 투자 판단과 무관한 광고 성격임.
다듬은 글
Friends, if you ever type "Vijay Kheri" on Google, you'll see this gentleman, along with a bunch of big pictures. Well, Mr. Rakesh Jhunjhunwala is no longer in this world. He's passed away. There was a photo of him with him. Most people probably already know this. There's curiosity about his portfolio.
People want to know where Vijay is and what his lifestyle is. You'll find plenty of videos about him as soon as you search for images. There are plenty of lifestyle, luxury, lifestyle videos, plus photos of his family. There are also photos of some of his family members, and some with whom he's also taken photos.
Today, we'll analyze his portfolio. So, before that, let's talk a little about his background. He has a famous code that he talks about staying away from options and trading options. He says that the secret is smoking, which means if you smoke cigarettes, it will kill you in 20 years. The cigarette spoon can, you can smoke cigarettes for 20 years, but the future and options trading, the date will tomorrow, the date will you next, the date will you next, okay, they say that you should stay away from future and options and basically you should focus completely on investing because investing can create wealth, only investing can create your wealth, Vijay Sir believes this and most probably it is also correct to a great extent because if you invest or sorry I mean future and option trading, it is very troublesome and almost almost people are not able to make money in it because recently a new report of SEBI also came, according to that, in 1989, what I definitely say is that the founder himself says that 10 percent people are able to make this money, so this was and a little about Vijay Kedia Sir, we give you a little background about his J1 introduction in brief, so he was born in Kolkata.
He is a basic resident and a stock broker from Kolkata. He used to trade there from a local exchange since childhood because his father was already a stock broker. But he could not do so well there, so he shifted to Mumbai. After shifting to Mumbai, I saw that from the very beginning he started working at a place in a stock brokerage.
Even there he actually wanted to learn, but no one wanted to learn from him. He was not able to find a guru there who could teach him because he was very knowledgeable about trading. He was 18-20 years old and his velocity was very high and he had a strong desire to learn. But he was not able to find any guru there, so he thought that he should do something like this, then he forcibly jumped into trading.
After jumping into trading, what happened was that through any method, he made profit for some time, but ultimately as happens with everyone, he incurs loss, so within two to three days, he lost money. There was a loss of Rs. 70,000, which means that this happened probably around 1985 and maybe before that, so whatever is going on, if you calculate Rs.
70,000 in today's date, then if you go and put it 20 times or 30 times, then 77 of Rs. 70,000 comes to approximately Rs. 20-20 lakhs, let's say now if there is a loss of Rs. 20-30 lakhs and in this time, when our Indian economy was not growing that much, people did not have money, so they could not bear this loss, due to unfortunacy, they go to their mother and ask her to keep the jewellery as mortgage, then the jewellery and then they promise to their mother that probably from today onwards I will never trade again and ultimately what happens is that friend, after this trading, they recover their loss but this is most of the training He does not leave it, then from somewhere or the other he again starts his trading journey, but this time he says that perhaps I will invest the profit I make this time because investing is a good game and then he does investing and by doing it in this way he plays a game and the game is that he has made the biggest money in Punjab Tractors, he had bought Punjab Tractors at a very good price and then there is also ACC which was during the time of Harshad Mehta in 93, in 1993 he made around multi crores from one flat, at that time he also bought a house for himself in Mumbai, from that flat till 98 he bought ACC at the price of ₹30, he bought Kari at the price of ₹30 and you know he sent one for 3000, so think about it, that is, when whatever Harshal Mehta was saying was going on, at that time he took advantage of the jam and somewhere he got a lot of profit from it, then he bought Punjab Tractors, then He has an Atul Auto, as I can see, the price of Lato is currently running at Rs 37, so at that time when the maximum price of Atul Auto was here, he is making a lot of money on Lato, maybe you think it has become a subsidy company, but the thing is that these days he is making a lot of money in auto also, right now we will do a little post-mortem of his, let us see a little about his portfolio analysis, if you also see a little about what his portfolio says, you can also learn a lot from the portfolio, so portfolio like what are his portfolios and how much holding is there, for example, let us see the holdings in his portfolio, in this Siyaram Siyaram Silk End, he has taken this for Rs 39 crore, he has holdings of Rs 39 crore and look at the quantity, the quantity is around Rs 5 lakh and the holding percentage is 10 percent and see, he still has holdings in Atul Auto and although he has sold a lot of his holdings There is a holding of Rs 11 crore left now and sorry, I mean, the value of Rs 11 crore is not Rs 11 crore, the value is Rs 11 crore and if you look at the percentage of holding, how much is it and this is Alkan Engineering Company in which they have a capital of Rs 84 crore, the quantity is around Rs 2 lakh and the percentage of holding is 1.9%, 95% holding.
Similarly, if you look at Heritage Foods, then there is Rs 7.6 crore invested in Heritage Foods, there is a holding of Rs 56 crore in Mahindra Holidays, if you look at it, there is a holding of 1% and there is no land liberties in which the value of Rs 21 crore is not van today's current value, which is the highest right now, brother, in this, there is a network of Rs 105 crore in Vaibhav Global, and the holding of 2 percent in Backup Global is Apni Padhati and Shera Similar is currently going down.
What and this is an automobile company and they focus a little more on technology, so they also look at technology a lot, basically we and you can learn this from their portfolio and this is because they look at it from the point of view of long term investing, in this we see Tejas Network, their holding in Tejas Network is quite good and Tejas Network is a fiber optic providing company whose market cap is more than Rs 9000 crore, approximately around two billion dollars, it is a fiber optic company, it provides cable network to the telecom carriers of the world, it has its 4G and 5G network to the telecom operators in the world, on their basis it is a very big company, so they have a good holding, here in Tejas Network, Vaibhav Global, as you must be knowing, is a gems and jewellery providing company, which is the largest in the world, Jameson Jewellers, which is a manufacturing and designing company, the company offers its customers in the United States, the United Kingdom and the United Kingdom, meaning it is quite big outside India also.
If this is a strong business, then you will see this thing here for Vijay, along with the points of long term university, he has also looked at technology, the way he caught the Punjab tractor in its era, that Punjab tractor is being invented from agriculture, then ACC was booming at the time of Harshad Mehta, he took advantage of the trend and also added technology.
Plus, one thing he says in his own words is that in market analysis, give a lot of fundamental analysis to the company, we only look at the management and study the management, if the management of the company is good, then even if that company is falling, then it will be able to pull it out, or in the same way, if someone has a driver, a driver of a car, a driver of a bus, even if the bus is bad or in a dangerous condition, then if the driver is driving it smoothly, then he will take you to the destination very well and you will not face any problem in your journey, hence your journey will go well, so in the same way, while saying this management analysis, and about yourself I also advise that you should read the research report.
The broker's research report is very important. You should read the research report once or twice a week. It will improve your fundamental analysis and your accuracy will improve. If you look at this, then you should use technology, management, sorry, I know, pay a little attention to the management of the company.
Apart from the management fundamental analysis, this fundamental analysis is not a big thing. You will get a lot of ease in the market, sorry, market, online things, but the thing is that you should read the broker's research report and do a little management analysis, that is better. Many people do not do management analysis.
Management and similar results are very important because if the management of the company is good and its leader is good, then definitely people will go to the leader. The way you will hear the word personal warranty today, people are posting personal branding on YouTube, you are creating this personal branding in Paris, if I tell you the best example of personality, MDH Masala's, which is the Punjab di haddi or sorry, the teacher from there, is a personal brand in itself, such a big business has been built on their name alone, so there are many such people, for example, Tata, Tata Sky, the surname Tata itself is a personal branding, so all the others before Ratan Tata sir, probably could not grow their business so much, and after the arrival of Tata, if we look at the business of the people in another way, if we look at Reliance Industries, then people have faith in Mukesh Bhai Ambani too, so in this way people know that if you do management, then you definitely get profit there, so if you want to build a portfolio like his or want to play in the long run, then first of all you should do management analysis, focus a little on technology, which technology, which sector rotation in the future run, more attention should also be given to sector rotation, and the thing is that he never invests a single penny in his portfolio, he keeps doing research reports for two to three years on each one.
They will read the report, do the analysis, and then slowly search for each company, then enter one after the other. That is, if they do not do it in that way, you can also learn from them that if there is a bear run, they will never enter a bear run or a bear run. If the market is falling, they will never invest money even for an hour.
You must have never heard that they know that the market is falling, so they will not take a hit in the market. They will do this secretly, they keep searching, then suddenly they start holding and removing the holdings. Brother, so hopefully, this video of yours is simply an analysis about Vijay Sir.
You must have seen Vijay Sir's portfolio, Vijay Sir's portfolio is quite good and there are three-four companies which are not going down a lot. Tejas Network is giving them good profits today and Vaibhav Global School is giving very good profits. So, in the same way, you can also improve your portfolio.
Gradually add good stocks to your portfolio. In a very bear market, do not try to take risks by thinking that the market is bearish, the market is falling, like the market is doing today, so you should go ahead and take risks and today you will find out that you have bought stocks haphazardly and the stocks are not moving steadily, so do not do this and mean you should do your own analysis and the market always gives you a chance, it is not that once the market rises, it will not fall, whether the market rises or falls has any meaning, you should see how the economy is doing, what is the economy of your country, that is why it is said that they focus on research reports, focus on management analysis, hold the company, do not see whether the market is rising or falling, it does not matter, this means you should focus on your work, hopefully if you liked the video then like it and also subscribe to the brother's channel, the way you trade, it is possible that you can invest in the long term and for that you have come up with Zero Procrust plan, Zero Broker plan means that there There's no need to pay even ₹1 as a prepaid deposit.
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