월급쟁이189 찰리 멍거의 주식투자 조언 #13 매수 타이밍 The Tao of Charlie Munger www.yes24.com #13 WHEN TO BET HEAVILY "You should remember that good ideas are rareㅡwhen the odds are greatly in your favor, bet heavily." 본문 Even when a great investment is lying right in front of most investors, they will only nibble at it. Which is not the way to make the big bucks. When are the odds in our favor? When some macroeconomic event causes stock prices to .. 2020. 1. 8. 찰리 멍거의 주식투자 조언 #12 분산투자 The Tao of Charlie Munger www.yes24.com #12 DIVERSIFICATION "This worshipping at the alter of diversification, I think that is really crazy." 본문 Diversification is a way to protect financial consultants and stock brokers from ever looking really bad, but it also stops them from looking really good as well. What happens with broad diversificationㅡholding a portfolio of, say, fifty or more differe.. 2020. 1. 8. 찰리 멍거의 주식투자 조언 #11 저평가/고평가 The Tao of Charlie Munger www.yes24.com #11 A MISPRICED GAMBLE "Your're looking for a mispriced gamble. That's what investing is. And you have to know enough to know whether the gamble is mispriced. That's value investing." 본문 A company is a mispriced gamble when the price of the stock is out of sync with the company's long-term future economics. This mispricing can be on the upside, meaning tha.. 2020. 1. 8. 찰리 멍거의 주식투자 조언 #10 한 번 속으면 속인 놈이 나쁜 놈이고, 두 번 속으면 속은 사람이 바보다. The Tao of Charlie Munger www.yes24.com #10 ANALYSTS "In the corporate world, if you have analysts, dut diligence,m and no horse sense, you've just described hell." 본문 I think what Charlie is saying that when analysts from a ratings company such as Moody's Corporation issue a new rating on a bone, while being paid millions by the Wall Street investment bank that requested the rating, we should p.. 2020. 1. 8. 이전 1 ··· 6 7 8 9 10 11 12 ··· 48 다음