'밡 õ' 밡 ŷµ ߱غ ִ. 밡 õֿ 4 밡 Ѵ. , ν, ؼ ǼŴ. ڴ밡 ߿ϰ ǥ , θ Ѵ.
ؼ "÷ Ž ϶"
Ұ 밡 ǥϴ ؼ ̴. ״ ۷ι ڻ ǵƼ ǥݵ '۷ι ̼ ݵ' ְ ݵŴ 28Ⱓ ͷ 14800%, 19.5% ͷ ÷ȴ. Ư Ⱓ ͷ ص ' '̶ Īȣ پ.
ǵƼ ٸ Ÿ ݵŴ ġ "ؼ ϰ Ǵ ü ְ " ġѼ ߴ.
ؼ ɰ ?
ؼ '÷ Ž ϶'Investing Against the Tide: Lessons from a Life Running Money ڽ ڿĢ Ȯ . ״ ϱ پ ̼ ǥ Ȯϸ ľϰ ߴ.
ְ(PER), ְ(PSR), ְ帧(PCR), EV/EBITDA ̴. Ϳ , , 帧 ְ Ȥ Ǿִ Ǵϴ ǥ. EV/EBITDA ġ(ðѾ-Ա) 迡 ŷǰ ִ Ѵ. 4 ǥ ǴѴ.
ۿ 繫 , 帧 ð ִ .
ؼ ذ 10 GSŬ ϸ ִ.
GSŬ ̺Ʈ ٷΰ (https://www.itooza.com/gs/gs_sub.html?ops=9)
[] ؼϺ õ 10
, , ԵɹĮ, 븲, ְȭ, , Ŷ, ϼ, ̽, ϵ
GSŬ?.. Ÿ, ͷ ߱ϴ Ʈ Ŭ
, ȸ 4ֿ Ÿ ֵ ݾ Ʈ Ÿ ֽ ˷ش. üŸſ ʿ Ÿ ϵ Բ Ÿֽ 꿡 ŷο ũ ٿ.
ۿ ڰ ϴ ͷ Ǵ GSŬ ͷ Ŵ ؾ ǥ ݾ ôô ִ 'My ڱݰȹ' , 밡 100 ȭϰ, ̸ Ű ϴ ŷµ پ ΰ Բ ̿ ִ.
ó GSŬ 밡 Ȯϴ ÿ ŸŸ Ա 䳢 ִ . Ÿ ܿ ũ Ű澲 ʰ ־ ٻ ε̳ ֽڸ ó ϴ ʺڿ ȼ .
Ʈ ȸ Ըص GSŬ 7ϰ ü ִ. Ⱓ ڴ밡 ִ ȸ Ȱϸ .
1 ѹ, ִ ̺Ʈ...ִ 66%
GSŬ ̺Ʈ Ⱓ ϸ ִ 66% ݿ GSŬ ̿ ִ. ڴ밡 ִ е 1 ݿ ̿ ִ ̹ ̺Ʈ ȸ ʴ . GSŬ 밡 ϰ, Ϲݱ .
GSŬ ̺Ʈ ٷΰ (https://www.itooza.com/gs/gs_sub.html?ops=9)
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