주식 투자11 In the corporate world, if you have analysts, due diligence, and no horse sense, you’ve just described hell. I think what Charlie is saying is that when analysts from a rating company such as Moody's Corporation issue a new rating on a bond, while being paid millions by the Wall Street investment bank that requested the rating, we should probably be a little suspicious.- -책에서는 애널리스트에 대해 이야기 했지만,증권 전문가, 언론, 자칭 전문가 등등 의심해봐야 할 곳은 정말 많다.이 뉴스는 왜? 이 리포트는 왜? 어떤 목적으로 쓰는 걸까?전문가의 말 한마디, 뉴스 한 토막에 휘둘리지 말고 이들은 무얼 위.. 2019. 6. 17. My idea of shooting a fish in a barrel is draining the barrel first. Sometimes the shortsighted stock market serves up an investment opportunity that is so obvious it is hard to resist. This usually happens when there is a stock market panic and investors are fleeing any and all investments, even the ones with great long-term economics working in their favor. - -작년 10월에도 그랬고 올해 5월에도 그렇고 하락장마다 나라가 망한다고, 주식시장 망한다고 외쳐대는 이들이 있다.매번 하락 때마다 .. 2019. 6. 14. Life, in part, is like a poker game, wherein you have to learn to quit sometimes when holding a much-loved hand - you must learn to handle mistakes and new facts that change the odds. Seeing the dramatic increase in risk and the change in the attitude of Freddie Mac's management, Berkshire sold its much-loved investment at profit in 1999. Charlie knows when to hold'em, knows when to fold'em, and knows when to walk away.- -찰리는 Freddie Mac's management가 본인이 원치 않는 방향으로 가자 이것을 팔았다.반대로 생각하면 기업이 일을 잘 하고 있다면 팔지 않았을 것이라고 유추할 수 있다.종목의 주가가 몇% 오르거나 떨어졌다고 매수/.. 2019. 6. 13. 이전 1 2 3 다음
