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å: ڰ: 12 ڿ ڿĢ

ڰ: 12 ڿ ڿĢ
Densetsu No Meitoshika 12Nin Ni Manabu Moke No Tessoku in 2015
- : Ű Hideki Koizumi
- ű: ϰ
- ǻ: ̷̵ / 2017-07 / 255 / 14,500

ڴ ڰ ð ȿ ̰ ڻ Ҹ ִ 1. ϰ 2. ܼϸ鼭 ո Ģ ִٰ մϴ. ֽ ߿ Ģ 强 ִ ãƳ ݴ뿡 żϸ ȴٰ ϴµ.

12 ڹ ٽ ˷ ״, ڵ Ͽ ̸ ϴµ, Ϻ å ϴ. – ʿ並 Ǵµ. Ϻ ۰ -Ư ܱ // - å ؼ  츦 ҽϴ. ׷ ٽ ¤ִ 鼭 ̿ ƽ Ǵµ. 12 ܿ(?) 255ʿ å, ¿ , ް ˴ϴ. å д ڰ ִ ó ȭ ߰ϰ Ǵµ, Ȯ, å д ̸ ݴϴ.

å ޸鿡 õ å ־ ǰڴٴ ϴ. ڰ Ѵٴ õ å ־µ, å ߿ [ ϴ 12 ], [ ްƮ忡 ָ϶] ϰ õϰ ʽϴ.

о, 罺 ׸е [Value Investing]̳ Ŀũ ī [ġڸ ϴ] å ռ ߵ ̿ ƽϴ. ٸ 밡 ڹ ϰ ־ٴ - å ݿ - ڰ ڰ ޾Ƶ̱⿡ ڴٴ ϴ.

ڴ ù ǻ縦 ڷ Ȱϸ鼭 ֽڸ ϰ ִٰ ϴµ. å 2002 5 Į å̶ մϴ. ڽ Į 鼭 ڽǷ û þٰ ϴµ, ڰ پ ڵ鿡 ϸ鼭 밡鿡Լ ٰ ϴ, װ ٴ оϴ.

å 鼭 ̰ ߿ ϸ鼭 ٷ ǥ ҽϴ. 絶ϸ鼭 ߿ Ư Ҵ ű ϴ.

׷̾
ֽ 簡ġ ָϰ, ġ ũ ݿ żѴ.
1. ֽ ġ ϶.
2. ġ ũ ص ݴ뿡 żѴ.
3. ֽİ ġ ŵѴ. - 2 ϶
-> ׷̾ żϰ 2 ŵ϶ ߴٰ մϴ.

* ֽ ġ <> ִ ϴٰ մϴ. ߿ 뷫 ľ ġ ũ ص ֽ Դϴ. ׷ Ѵٸ ణ ġ ̴ ״ ū ǹ̰ ϴ.

ʸ Ǽ
ڿ Ȯ ޹ħ γ ʿϴ.
1. ڽ ǴϿ Ȯ Ź ָ ߰϶.
2. ֽ  ũ ϶ ϰ ż϶.
3. ų ϰ ϶.

ġ
ֽڿ κ Ƹ߾ ξ ϴ. ֽ ׾߸ ݵŴ ϴ ̴. ٸ ǥϸ ǵ Ƹ߾ó Ϸ ؿԴ. ׷ٸ, Ƹ߾ ?
1. ϻȰ Ȱ ϴ.
2. ָ ż ִ.
3. ܱ Ƿ ڽ ̽ ִ.

׷̾ Ϲ ֽڿ γ ʿ Ѵٴ ܼϸ鼭 Ҹ ִ ڹ ̶ Ѵٸ ġ Ȱ ӿ ã ֵ ģϰ ģ θ . ġ ߿ ϳ ħ ְ ֽϴ. װ ̸ ̱⸦ <2а Ʒ>̶ ϴ ǵ.

ġ ϻȰ ȸ縦 ߱ϴ 1ܰ Ұ 1ܰ迡 ĺ 5 ׸(--) Ȯϴ, 2ܰ ۾ ġ մϴ. ׷ ϱ ֽĿ 2 ̾߱ ִ Ȯغڰ ϴµ. ̸ ִ ȿ 3 Ϸݴϴ.
1. Ȯ δ.
2. и ϱ ȸ ִ.
3. ľϱ ġ ִ.
-- 5 ׸: (1) 忩 ΰ (2) αǰ ϰ ִ° (3) £ ΰ (4) (5) PER

-> ̷ / ֽĿ ߴ ٸ 鿡 ˾Ƶ ٸ ħ 밡 ǥ ޸ Ͽ Ѱᰰ Ͽϴ.

* ָ 븮 лڰ Ȯ ̸ ȿ ̱⵵ մϴ. ֽ Ư ս ڱݾ׿ Ǿ ִµ Ѱ谡 ϴ.
-> , ʾ ^^

* α αֽ ϰ α αֽ 븮!
-> ̰ Ÿ!!!


CANSLIM ǥǴ ڹ ƽϴ. !
׷ ׿Լ ׸ Ź ŵ/ŵŸֿ̹ ϴ.

- ֽ Ĵ ñ ְ ϰ, ε ӵ ̶ . -
- ŵ ִ. п ʾҴ. ŵؼ ž ģ ־, ʰ ־ٸ ְ ȸ ָ ̴. - ٷũ
- ֽĽ忡 ٴڿ , Ĵ ̴. - νϵ

* ֽƮ 캻ٴ ȶ ū ڵ ľϴ ۾̶ ֽϴ.
-> ְ ľϴ ־ Ʈ Դϴ.


ٸ , ּ, ŷڰ , ׷ ڿ ϴ ϴ. ٸ, ϱ⿡ ʴٴ ^^
1. ڽ ƴ о߸ öϰ ϰ ؼ о߸ ڴ .
2. 10 ū 帧 Ͽ .
3. 氡 ݴ Ȯϴٰ ϴ ȸ ٷ .

* ڽ ϻ Ʋ 25 Ѵٰ ϼ.
-> ͺ 5 ȸ ּ̽ϴ^^

̳ʵ ν
ָ ϴ ɷ ̾. 3 ڿĢ ߴ.
1. , ġ ϴٰ Ǵ Ҽ ֽ Ѵ.
2. Ʋ ûȲ ڵ 鸮 Ѵ.
3. Ʈ ִ ġ , ݴǴ ݰ ִ Ͽ .

ī
<ź 3Ģ>̶ ڹ Ѵ.
1. 򰡵 ä ġ 췮 , ٸ.
2. , ü ׻ ֽѴ.
3. ģ θ ʰ ִ ڱ Ѵ.

ʷα׿ ڴ 밡 ڽ <ֽ 5Ģ> մϴ. å ڵ ڽſ ︮ 밡 Ȥ ڹ ְ. 5Ģ װ.

־ ׷̾ ڽ࿡ ־ 100% ֽ ϴ ġ п شϴ 5Ģ ϱ ҽϴ. ׷ ڰ ϴ ڹ ϰ ū ־, ٷ 忡 < λ 3> ģ κ ű å ϴ.

ǵƺ ֽĽ 1~2 ݺ ִ , ְ 뷮 żϴ ݺߴ. 1969 13 ߴ ݵ带 ߴ. ñ 췮 ְ PER 30 ̻ ؼ ŷ ڴ ƴ϶ Ǵ߱ ̴.

̶ ڻ κ ȭϿ 3 ̳ ְ ȸ ٷȴٰ Ѵ. Ⱓ ֽĽ ŵϰ ־µ, ٸ ڰ ¯ 游 ϰ ־. ϸ 3 λ ð̶ ȸѴ. ô 1973 ʿ ߴ. ޵ϰ, ݸ 5% 10% ġھ ְ ޶Ͽ. ٿ ְ 1 45% . ̶ ʿ췮 ֽ 鿩 ũ ߴ.



ƮƮ ũα (0) ֱֱ(1)
:
|

 Ѹ ( 3)

  1. ݰ
    ݰ | 17.07/24 15:29
    |
    ÷ּ̳׿. մϴ.
    ġ ֿ ܼ PBR 2 Ѵ ˴ϴ.
    ϴ µ ߿ ó 3⿬ , ϴ
    ߰ϱⰡ ʳ׿. δ ִ ٽ Դϴ. 7 Ʈ ϰڽϴ. Ȥ ƴϽø ޿ ^^
    ۾
    • ݰ
      ݰ | 17.07/25 16:41
      ϴ ҽؼ ̴ .. ݾ PBR ŷ غϴ. ٸ PBR 3Ϸθ ֳ׿. Բ ȸ ǽñ غϴ ^^
    • | 17.07/24 16:43
      ҹϰ ͼ ְ ͷ Ȱִ ̶ֽ κ ϰ. ٸ ̷ ֽ ׻ δٴ Ͱ ׷ ٸ ũ ظ ɼ ٴ ̴ϴ. 쿣 װ ʹ Ⱦ ̷ ְ. ݰ õ ϼ ϴ ٶ ϴ^^
  2. ݴ
    ݴ | 17.09/02 15:36
    |
    Ǽ ް ֽϴ. մϴ
    ۾
  3. | 17.11/04 11:42
    |
    ڷ ,
    ٽ ־ϴ.
    մϴ...
    ۾

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