저자: 미상 · 외국인
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결론: 빌 애크먼의 투자 원칙 3가지(예측 가능한 잉여현금흐름 기업, 경쟁우위(해자) 기업, 외부 요인에 강한 장기 투자)를 소개하는 교육 영상이며, 특정 종목의 가격 방향 예측은 없다. 빌 애크먼 소개 행동주의 투자자로서 기업 경영진을 교체·개선해 수익을 내는 방식으로 알려져 있다. 2020년 3월 주식시장 하락에 베팅해 2,700만 달러를 26억 달러로 불렸다고 언급했다. 원칙 3: 예측 가능한 잉여현금흐름을 창출하는 기업 애크먼은 적자 스타트업이 아니라 자리 잡은 기업, 강한 브랜드와 안정적 잉여현금흐름을 선호한다. 스타벅스, 윈 리조트 등을 선호 종목 예시로 들었다. 원칙 2: 경쟁우위가 있는 기업 경쟁우위는 경쟁자가 쉽게 복제하지 못하게 하는 '해자'다. 네트워크 효과(페이스북 예시)와 강한 브랜드(애플 예시)가 대표적이다. 브랜드는 가격결정력을 주고, 운영 효율성 등 다른 우위도 있다. 원칙 1: 외부 요인에 강한 기업에 장기 투자 사람들이 경기와 무관하게 계속 필요로 하는 기업을 찾으라는 원칙이다. 식품 기업이나 스타벅스 같은 커피 기업이 예시로 제시되었다. 영상 말미에는 구독·알림 설정을 권유하고, 유료 VIP 멤버십(매수·매도 신호, 포트폴리오 공개)을 홍보했다. 출연자 전망 특정 자산에 대한 가격 방향 발언은 없다.
다듬은 글
bill ackman is one of the greatest investors of all time he's known as an activist investor those investors which can go into companies shake up the management improve the companies and then make big bucks he was famous for a feud with the great carl icahn but recently actually turned just 27 million dollars into 2.6 billion dollars in march 2020 by betting that the stock market would fall so it's clear that bill atman truly does have a unique insight when it comes to the investing game so in this video i'm going to reveal my take on bill atman's top three rules for investing success but only if you want more investing tips and exclusive stock market picks which i'm personally investing into also if you wish to take things a step further hit that first link in the description below and you'll be taken over to the vip membership page there you can gain access to my buy and sell signals so when i make my moves you can make your moves in addition to my entire investment portfolio the stocks and the story of how i built that portfolio from just twenty thousand dollars to over two hundred thousand dollars with that being said let's dive in so kicking things off at rule number three is invest in predictable free cash flow generating businesses so bill atman loves investing into well-established businesses with strong brands and strong free cash flow so he's not talking about these startup companies with negative cash flow he's talking about established companies some of his favorites include starbucks win resorts and many many more next on to rule number two look for businesses with a competitive advantage so a competitive advantage is basically a moat around the business what will stop a competitor from just copying the entire business one example of a competitive advantage is the network effect so the network effect basically says the larger a network the more valuable that network is facebook has the network effect as a competitive advantage yes somebody can start a new social network today but it doesn't have the network on there so it's nowhere near as valuable as facebook another competitive advantage could be the businesses brand let's say apple apple has such a strong brand now they could bring out anything there is there's even talk of an apple car so because of apple's brand this can give the company pricing power and there are many more competitive advantages such as operational efficiency and many many more now i may do a video on competitive advantages in the future and if i do make one it will be linked in the description below and finally on to rule number one invest for the long term in companies which are generally immune to extrinsic factors and basically what bill atman means by this is look for companies which people will always need no matter what example this could be a food company or starbucks coffee people are always going to need coffee they're always going to need food so generally they can be safe bets for investments now this is just a short video today guys but i hope you enjoyed it if you did please give this video youtube ai go ahead and hit that subscribe button join the investing family turn that notification bell on if you want to take things a step further first link in the description below head over to the patreon page where you'll be able to find more about the vip membership group where you'll gain access to my buy and sell signals so when i make my moves you can make your moves in addition to my entire investment portfolio the stocks and the story if i grew that portfolio to where it is today with that being said i hope you guys have a tremendous day and i'll see you in my next video invest safe you
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