charlie munger21 찰리 멍거의 주식투자 조언 #7 그레이엄의 안전마진 The Tao of Charlie Munger www.yes24.com #7 GRAHAM'S ERROR "Ben Graham had a lot to learn as an investor. His ideas of how to value companies were all shaped by how the Great Crash and the Depression almost destoryd him... It left him with an aftermath of fear for the rest of his life, and all his methods were designed to keep that at bay." 본문 The Crash of October 29, 1929, was hard on Graham, an.. 2020. 1. 8. 찰리 멍거의 주식투자 조언 #6 청출어람 The Tao of Charlie Munger www.yes24.com #6 REVELATION "Once we'd gotten over the hurdle of recognizing that a thing could be a bargain based on quantitative measures that would have horrified Graham, we started thinking about better businesses." 본문 Benjamin Graham was the dean of value investing. He was also Warren Buffett's teacher and mentor, and in his world value investing meant buying a sto.. 2020. 1. 7. [주린이 주식 공부] 찰리 멍거의 주식투자 조언 #5. The Tao of Charlie Munger www.yes24.com #5 EASY SHOOTING "My idea of shooting a fish in a barrel is draining the barrel first" 본문 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 invetments, even the ones with great long-term economics .. 2020. 1. 6. [주린이 주식 공부] 찰리 멍거의 주식투자 조언 #4. The Tao of Charlie Munger www.yes24.com #4 WALKING AWAY "Life, in part, is like a poker game, wherein you have to learn to quit sometimes when holding a much-loved handㅡyou must learn to handle mistakes and new facts that change the odds." 본문 Charlie experienced this with the home mortgage lender Freddie Mac. When Berkshire bought shares in Freddie Mac in the 1980s, it was a very well run, conse.. 2020. 1. 3. 이전 1 2 3 4 ··· 6 다음