저자: VijayKedia · 외국인
요약 보기
결론: 과열장에서는 흥분하지 말고, 경험과 타인의 실패에서 배워 강하게 투자할 때와 방어할 때를 구분해야 한다. 시장 밸류에이션: 현재 시장이 매우 고평가 상태이며, 얼마나 더 오를지 또는 떨어질지 예측할 수 없고 통제할 수 없다고 봄. 투자 테마: 현재 관심 테마는 인프라 및 관련 스토리 중심이며, 의미 있는 신규 산업 테마에는 집중하지 않고 있음. 국내 산업재 관련 주제와 국내 선거 이슈도 논의됨. IT 및 금속: 2년 전 IT 투자에서 손을 뗐고 현재 IT에 흥미가 없음. 폭발적 성장을 줄 스토리를 찾지 못했음. 금속은 순환적 대세 상승이 있어 관심을 보이나 현재는 관심 없음. 투자 철학: 호황기에는 자금이 작아도 기회가 크므로 소액을 하나의 스토리에 집중하기보다 큰 기회를 찾아야 한다는 취지. 경험의 중요성: 지식은 가치 있으나 주식시장은 경험의 게임이며, 타인의 성공과 실패에서 배우는 것이 자기 경험만으로 배우는 것보다 효율적이라고 강조. 매매 원칙: 폭풍이 오면 방어하고 지나가면 공격하듯, 대부분의 공을 수비하며 노볼에서만 크게 치는 식으로 언제 공격하고 언제 방어할지가 핵심이라고 설명. 리스크: 과열 시 추가 상승 또는 하락 모두 가능하며 통제 불가능하다는 점이 주요 위험으로 제시됨.
다듬은 글
The last take is going to increase textiles and what interesting themes are you studying right now because when you look at everything, you see everything and right now, one thing happens to me like this, whenever the market is euphoric, I get a little bit worried, when the market is up, I get a little bit worried, so right now when the market is euphoric, I am a little bit worried that I am not forced to invest, now I don't even have money, so I am just busy looking for stories, so right now as I told you that this valuation is very high and by high I cannot even tell whether it will fall, it is not in anyone's control, there may be more highs, these have always been happening like this, so right now my focus is on these things like infrastructure stories or stories related to A, right now my focus is on this and I am not focused on any meaningful new industry right now, madam, what would be the other big themes because now there is also the Rana Tue elections, of course domestic industrial, these are being discussed and what other What would be your view on at least global sectors like IT and metals?
I left IT two years ago from the United and after that I have no investment in IT. I have no interest in investing in IT because what happens, madam, in a booming economy, even if you have Rs 1 lakh crore, that rupee is small and the ideas are huge and the opportunities are huge, so why should you shrink yourself and struggle by thinking that I have limited money, how can I invest that limited money in one story?
At present, I have not understood any story in IT which has the power to multiply and I have understood any such story in metals and I have come to know that sometimes in metals, metals are different things and they keep increasing, there is a big cyclical trend in that, so right now I am not interested in that.
Right Vijay Bhai, you have said a very good thing that when the market becomes euphoric, then I all get involved and when the market When it comes, I start getting euphoric. This is one thing, let me expand on it a little more for my viewers, it is often different. In the euphoric market, people are euphoric, and in the subbed itself, how important is this behavior that you have picked up for new investors, how much support has it given you in becoming a successful investor, over the overall long term and time, you must have developed yourself gradually, not like this, of course, this is based on experience, friend, here knowledge is not that valuable, knowledge is very valuable, but experience is even more valuable, see you, everyone has books, 50 million people have read books, those who I have not read any book in life, suppose I am an intelligent investor, everyone recommends him, so 50 million people must have read books, 100 million people must have read books, but no one is like Warren Buffett, you cannot become a successful person by reading books, of course, it contributes a lot to your life, you should gain knowledge, but This is a game of experience, friendship, the stock market is all about experience, nothing happens here without experience, experience has taught me that it is like brother, when a storm comes, what do you do, you salute yourself, when a storm comes, you open your chest and take it out, when the storm is over, then you shrink yourself, so whatever storm has come, whether I am sitting in my house or I do this or if it rains, then I should do this treatment, then it is the same and when you understand that when the storm becomes fast and when everyone feels like this is what just happened, this history is teaching us, this is not my discovery, this is just observation, you cannot learn as much from your intelligence, from your experience, as much as you can learn from the experience of others and you have to learn more from the failure of others, if you learn only from your own experience, then one life will be less for you, so data has taught its people, great people, good successful people And all the unsuccessful people have also failed, they have taught us this here that yes brother, when you sit quietly, keep playing each ball one by one and when a no ball comes, hit a six on that no ball and then keep playing again, do not try to hit a six on every ball, it happens once or twice in history that six sixes are hit in six balls, you will not be able to give three or more such examples, the rest of the examples are that when do you have to strike and when do you have to defend and this is the mathematics of when to do it brother, and this is the experience, subscribe and share with your friends.
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