저자: InvestingwithMarc진행자 · 외국인
요약 보기
결론: 찰리 멍거가 알리바바 주식을 추가 매수한 것을 계기로, 현재 가격대의 알리바바는 가치투자자들이 매력적으로 보는 구간이라는 취지의 영상이다. 단 이는 투자 추천이 아니라 학습 자료로 제시된다. 알리바바 관련: 2021년 하반기 주가가 크게 하락한 상태에서 멍거가 추가 매수했다는 사실이 소개된다. 진행자는 멍거의 매수 가격(주당 약 223달러 수준으로 언급된 부분이 자막상 불분명)과 현재 가격(약 140달러 언급) 간 괴리가 투자자 의구심을 키운다고 설명한다. 진행자는 다른 가치투자자들도 현재 가격대에서 알리바바에 투자하고 있다고 언급하며, 가치투자자 다수가 더 높은 가격에서도 매수 의향이 있다는 점을 강조한다. 다만 이것이 곧 좋은 투자라는 뜻은 아니며, 이들은 막대한 자금을 투입한 투자자들이라는 점을 덧붙인다. 시장 지표 관련: 진행자는 시장 고평가·저평가를 판단하는 지표 세 가지를 참고한다고 말하나 자막이 불완전하다. 워런 버핏의 현금 보유 비중(당시 약 1,500억 달러 수준으로 언급)을 주요 지표로 소개하고, 버크셔 해서웨이 주주서한에서 버핏이 신중한 태도를 강조해 온 점을 언급한다. 소형주 관련: 소형주·중형주는 대형주보다 기관의 투자 한계로 기회가 존재할 수 있다고 설명하며, 충분한 기업 분석과 확신이 필요하다고 조언한다. 출연자 전망: 진행자는 멍거의 알리바바 추가 매수를 긍정적으로 평가하면서도, 주가 방향에 대한 명시적 예측은 하지 않는다. 시장 전반에 대해서는 현재 신중해야 할 시기라는 버핏의 입장을 인용해 보수적 태도를 권한다. 종합: 개별 종목 가격 방향에 대한 명확한 1~3개월 예측 발언은 없고, 알리바바에 대해서는 가치투자 관점의 긍정적 평가와 함께 중립적 학습 자료 성격이 강하다.
다듬은 글
Today is the sixth, I'm still showing a dance in Morocco, I 'm diligent about stocks, I wanted to start with a strong one today because it's very interesting, that's why yesterday Charlie doubled his position in Alibaba and Dalí, it's been in the last half year, most probably know it's fallen extremely and the bar had many crucial commitments, the concern that maybe Charlie made the mistake of buying $2,230 and now the taxi, I think, is at $140 and that's exactly what has caused many people to start doubting the stock and recently a lot of information has come up Alibaba, many people may have started to doubt, for myself personally, well, I'm a huge fan of Johnny Mandel not only when it comes to investing but also his philosophy of life and for me, as a chaim, that's cloning, so I try to mark the market too high, invest in certain stocks and then simply take this company and then reverse engineer why they did that and I did the same with Alibaba has been done, and that's why I find it so exciting that you can now act in real time like an investor who very, very rarely invests in Alibaba, so to speak, in real time.
And Charly Mangas, who is 97 years old today, doesn't usually wait; he doesn't normally have time to wait for bananas to ripen. When he makes an investment, you definitely look at it. It's not a stock recommendation, but you definitely look at it and try to learn from it. What's also interesting is that many value investors I follow have also invested in Alibaba at the current price level.
This means that if you look at all the value investors I follow, who are based on my teacher's information, they are all willing to invest in this company at a higher price. So, if you invest in Alibaba today, it's cheaper than the best investors in the world. But that shouldn't be the point. The point should be that this approach by Clown is very smart.
But you also have to keep in mind that these value investors have invested billions of dollars; otherwise, they wouldn't even have to. Not to say to the SZ (Süddeutsche Zeitung) that every investment must be disclosed, and there's a certain trader in the context of private investors, and the trade-off is simply that he also once said that if he had to be a small portfolio manager with his portfolio under five million, then he would guarantee 50 percent per year, and a small portfolio after five million is, for him, I would say 90 percent of the people who watch a YouTube video, especially in Germany, for the S5.5 million, and this into all of that, contains a huge opportunity because with many small Vista (quotations), you can find opportunities that the large hedge fund managers are simply unable to invest up to their required investment volume, and therefore, it's a huge opportunity.
The only question is whether you are prepared to overcome many obstacles because you won't have a conviction. In one case, it was a company, which I'll say isn't a brand or world-famous, but if I tell you Apple, then you say great, that helped me too, I knew that as well. But first, if I tell you about a concept company and you've never heard of it, then it becomes more difficult to say you need to do your homework to really build such a company with conviction and then invest significantly.
It's a bit like art, but there are also funds you can research that invest in these small caps or mid caps. Small caps and mid caps are simply smaller companies. Maybe I'll make a video about how to define them exactly. This is a bit of small talk. What has come up is four and exactly. So, simply put, your company naturally has its best time ahead of it in terms of profits, and these companies should, let's say, recognize at the beginning of their lifespan that the difficulty is so close today.
And there are, said, opportunities to follow smaller hedge funds that have this track record, and I'd say not everyone is on top. Furthermore, it's also important to keep in mind that yesterday, I don't know if Schiller... there are three indicators that simply show whether a market is overvalued. or is undervalued, and the three indicators I look at are always the US, JP, and the hectic pace, which will soon be gone.
It's about how much cash Warren Buffett holds, and Warren Buffett currently holds around 150 billion as of today, October 6th. Well, if you pay attention and look closely at what investors are doing, then you naturally also look at what they'll need tomorrow. And if they're often christened in headlines , a company that produces gold, exactly.
And that's the kind of information that does n't really make a difference. But what does make a difference is how much smarter Sid and Benfica are in relation to the investment style they've made or are giving the best. How much of the total capital they have available is represented by this cash position, and this indicator is very exciting.
And if you go to the Berkshire Hathaway meeting on the Berkshire Hathaway investor relations page... You go there, Bonndorf publishes his letter to shareholders every year, and in these letters, which he's been writing for 60 or 70 years, he always writes very precisely about these phases. In these phases, his approach might be very overrated.
So, in the last letters, and also regarding the ergonomics thing, he's half-successfully stated that currently is a time where you have to be very careful, so you have to be very conservative. Like the taxi driver on the street here says, invest in stocks, there's always a time to be very cautious and consider, or at least to watch the decisions you make, whether they might be risky beforehand.
And these are exactly the two things I wanted to mention. I'm very happy that Charlie Man has, so to speak, doubled his investment in Alibaba. If you're curious what the rest of the world, the investors, will react to this, and whether you can see what other cinema investors have done in this regard in the next quarter, then I would definitely be interested in your opinion.
Write the little one in the Comments like the video, that definitely helps me. I want to see more videos, the whole thing, and . Have a successful day and see you next time.
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