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ٷ ֽڹ 'ȭ'...ġ ֿ

ڴ밡 ް Ʈ ް 'ϼ'

ܵ

ֱ Ⱓ <ٷ ֽڹ> ū ִ. п " ħ" ȣ . å Ϻ ҰѴ. 


1 Ģ


ٸ Ӱ ٸ ڵ ̱ ͺ ξ , Ƿ ۿѴ.


ڽ ̳ Ʈ Ѵ.


 Ϸ翡 30 ڿ Ҿ ϸ, 30 ϰ ⸦ ٶ.


ƴ ãƾ Ѵ.


ڴ Ͱŷarbitrage of ignorance. ڴ ٸ ڵ ϴ ڽ ˰ ִٰ ϴ´.


ڵ غϴ ϳ Ǵ ƴ ٷ Ģ ϴ ̴. п ټ ( , Ͼ , ֽ , ڻȲ , ǥ ) Ұϰ ̵ ϳ Ưȭ ̴.

 

2 11


ֽĽ ڵ鿡Դ  Ư¡ ִٴ Ȯϰ Ǿ. ļμ ִ ̶ ̷ Ư¡鿡  ڹ ٸ, ū ̶ Ȯߴ.

 

3 ٺ, ̾


ְ ϴ ̴. ų ְ ϶ϰ ȴ.


ġ ʴ Ⱓ , ִ ְ 迡 ǽ δ.


20% ϴ ֽ ãҴٸ, ֽ ű ̴ֽ.


̻ ִ ų ϴ ̴. ̷ ֽ ̸ PER ż ִٸ, ű ߰ Ͱ . PER ̻ ֽĵ Ѵ.


̻ ʴ ֿ ϴ ־ ڿ .


츮 15% ̻ PEG 0.75 , ٶϰԴ 0.66 ֽ ã ִ.


Ʈ ϱ ؼ ؿ ´ ֽ ߰ γϸ鼭 ãƾ Ѵ.


̻δ ֱٿ ӵ ãƾ Ѵ.

 

4 ȭ Ѵ


Ͱ 帧 ̿ ̻ ū ̰ â ȸ谡 ۿ ִ.

 

6 ο ͡ ݻ÷ȭ


̾߱ ְ ½Ű ˸ Ѵ. ̾߱⸦ ϰ ο ¥԰ ̸ ڱѴ.

 

7 Ȯ Ư¡

competitive advantage ݵ ׸ ؾ ſ ߿ ̴.


ϱ , ׷ Ÿ .


м Ǵ ٸ 뷫 ħ ִµ, װ 濵Ǵ ȸ簡 ƴ忡 ڸ ͷ ϴ ִٴ ̴. ͷ ް ϶ϰ ִٸ ؾ Ѵ.


ãⰡ ƴ, ׷ ߰ߴ ص PER ̹ õ . 츮 Ϻ ߱Ѵ. 鼭 ݵ ãƾ Ѵ. 

 

8 м


ݵ Ʈм̸鼭 Ѵ.


ְ (׷ 𸣴)  翡 ִ.

 

9 ۰, ¬©ϰ, ΰ,  ׵顯 ֽ


ȸ ̻ ǽġ ⿡ ϴ Ѵ.

 

11 ֿ Ͼ


õ ƮϿ콺 â ݰ µ, 3 â о ݰ Ѵٸ ̴. ݰ(ֱ) ٴڿ Ȯϱ ٷ Ѵ. ȭ ù ȣ, Ұ ҽ ˸ ù ° Ʈ ߰ ٷ Ѵ. ׷ ϸ ϰ, ߰ Ѵ.


ó 濵 ֽ żϸ ̴ ſ ȣ иϴ. ׵ Ʋ , ˰ ־ ׷ ͸ иϴ.


ָ ִٸ ֽ Ͱ, ŵ ǥ ִ. ش ְ ֶ ϴ к ǻ м ڸ ŵؾ Ѵ.


⿡ ְ ȸ θ ѵDZ ֿ ʴ´.


濵  ȸ ϰ ְ, 濵 Ȳ ȭų ִ.


Ͼ ŵ иϴ. ش ٷ ŵ ̴. ̶ Ǹ Ͼ ֽ ϴ Ϳ ̻ β ʰ ɽ ϱ Ѵ.

 

12 ֽ


ؾ Ȯ ֽ ŵ ִ.


ؾ Ȯ ֽ ŵ ִ.

 

14 ڳ ޸


500 ߿ 翬 Ѵ. ׷ Ȯ ã ã ٴ ̴.

 

15 ս ߶


10 ϴ 100 ϴ ͺ ϱ? ù°, ó 10° 񺸴 ξ , 100° 񺸴ٴ ξ иϴ.


ſ . ؾ߸ ̴. ս ߻ ս ѵ ϰ Ѵٸ, , Ͼ, ִ ż 25% ϶ , ֽ 40% ϶ Ѵ. 

׷ٰ ص ش . ֽ Ǿ ϰ, Ǵܰ ũ ۿѴ.


췮 ֿ ؼ Ͱ Ȯ ϴ ̿ ̷ Ѵ. ̸ ǥ , Ͼ, ڻȲִ νϸ ŵؾ , 췮 ִ ѡ Ī ٷ Ѵٴ ̴.

 

16 Ȳҿ Ȱ ο


忡 ð  , ڱ ּ 50% ׻ 忡 ϰ ־ Ѵ. ߼ ؼ ߸ Ǵ ׸ ׻ Ÿ̹ ߴ ͺ ξ ߿ϴٴ ̴. 


ε ε꿡 ؾ ߿ ε ġ, ġ, ġ Ѵ. ֽڵ (ε) ġ () ̶ ͸ ϰ ̿ ſ ϴ.


 īݶ ʿ Ȯ ִ Ȯ 췮 ָ Բ ؾ Ѵٴ ̴. ݴ ġ ߽ɸ ӿ ξ ģ. Ž ġ ξ ø.


츣 ޷ , ׵ ĥ ٷ Ѵ. ׷ ߱ ִ. mania Ƿ ؼ ݴ ġ . ̷ óϴ Ⱑ ٸ ̴.


ٷ ֽڹ ˾ƺ (http://goo.gl/cFav5T)




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