저자: RakeshJhunjhunwala · 외국인
요약 보기
결론: 투자자는 일일 투기를 피하고 성장 산업·좋은 지배구조 기업에 장기 분산 투자하며, 특정 종목이나 시장 방향에 대한 구체적 예측은 없다. 투자 원칙: 일일 변동성에 휘둘리는 도박성 매매를 하지 말고, 뮤추얼펀드 등을 통해 간접 투자하며 합리적 기대수익률(예: 원금 대비 연 15~24% 수준)을 목표로 하라는 취지다. 기업 성공 조건: 첫째 성장 산업에 속할 것, 둘째 기업지배구조(고객·직원·이해관계자 대우, 과도한 위험 회피 포함), 셋째 기술 변화 대응력, 넷째 검소함(절약 경영), 다섯째 장기적 인내심을 갖춘 기업이어야 한다고 본다. 인디고·D마트 등 검소한 기업과 타타 그룹을 예로 든다. 기업 확장: 기업가가 권한을 위임할 수 있어야 대규모 확장이 가능하다는 견해다. 개인 철학: 차별화된 사고, 확신, 실용성이 성공 요인이며, 위험은 평가 후 결정하면 감수할 수 있다고 본다. 성공은 일시적일 수 있다는 점도 강조한다. 검토 사항: 자막 기준 종목·지수·금리·환율에 대한 1~3개월 방향 예측 발언은 없음. 출연자 전망: 특정 자산 가격 전망은 제시되지 않음.
다듬은 글
first thing I tell them so don't forget this is not a discourse and all this stuff volume of fluctuation that games Gap I don't know which would come in America I think it's very damaging for investors most investors are going to lose money in that siding for the place you know if you get on debt six percent return your target should get 15 to 24 return on equity right and don't don't involve yourself in all this daily gambling every day I think and if your life is about attitudes so the mature activities to invest safely give your money to experience people to invest to mutual funds to talk to fund managers and expected return which is reasonable don't forget this you know I used to have a drink in uh they freeze some pretty girl will come and ask me that bought you by I tell her by expression what return I get I'll settle double in three to four years only I give her the address of experience course so you know the first thing is everything in life is about maturity your bits sure and invest your own money not your father-in-law or Father's money in a similar lines you know you have seen so many successful companies and so many successful entrepreneurs right uh and again this is the economic conclave a lot of entrepreneurs who are young budding have ambition dream or listening to you what will be your advice to them for consistent wealth creation from large wealth Creations what what will be your message see first is you've got to be in an industry which is growing a recipe large opportunity sure right second I think corporate governance because see corporate governance is a very wide world sure corporate governance is not only corporate governance attitude towards Society towards customers towards employees towards stakeholders sharing fairly not taking undue risk economy is also part of corporate governance sure third I think is technology and the ability to change sure fourth is you there has to be frugality sure you know I give in Indigo and D Martin extreme companies who use who use frugality sure and I think companies which are patient sure you know if the race is not going to get finished tomorrow then I always think that Tata is sure so growth is a process don't try to swipe sidestep it sure so if a long-term return I think these are the basic principles and I think recognize change sure and you have a lot of large companies can grow big I think entrepreneurs don't want to give out the power sure but companies where you delegate are the only companies which can scale well I don't think there is one thing which has worked I think what has worked is differentiated thinking courage of my conviction I have no stock market 5000 rupees I am what I am by the grace of God and the blessing of my parents but nobody ever ever give me any money to invest I earned it all so I think it's conviction it's thinking it's practicality it is realizing that you know wealth should not evolved or success should not work maybe and there is a process to the madness and you have to follow that level process I think I am what I think chances I guess risks no but life is less lives life is risk I'll have to interest in life markets and movement both are concerned fully towards markets with risk and women with love but you know Assist risk is not a risk because you know I mean today suppose I travel by car from here to bandra there would always be an accident but then you know if I think I'll say that how many people have been killed earlier or have met accidents so you assess risk and once you assess it and you take a decision based I don't think it's risk okay so I think also the fact that you must realize that success can be temporary and transient all
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