| [: Ʒ Ư ũ(valuewalk.com) 2 10 ۷, ص ųƮ(Andrew Kilpatrick) ġ Ͽ: ̾߱(Of Permanent Value: The Story of Warren Buffett)" κ , Դϴ. Ϻ Żڴ Ͽϴ.]
* ó: øŰ(Jacob Wolinsky), ũ(valuewalk.com) â, "Biting To The Core of Apple," 2020 2 10, https://www.valuewalk.com/2020/02/nasdaq-aapl/
ũ ؼ̴ 2019 3б ֽ 75 ָ ŵ Ŀ 2 4,800 ֽ ϰ ִ. 2019 ġ 700 ϴ , ̴ 2019 ְ 90% ġھұ ̴.* ó: øŰ(Jacob Wolinsky), ũ(valuewalk.com) â, "Biting To The Core of Apple," 2020 2 10, https://www.valuewalk.com/2020/02/nasdaq-aapl/
ֽ Ϻθ ŵ ұϰ, 2019 3б ũ ؼ ߴµ, װ ڻָ ߱ ̴. ũ ؼ 2019 3б 5.52% 3б 5.6% ߴ. ũ ؼ ü ֽƮ 26% ϴ ִ ̴.
ũ ؼ, ÿ ϴ
2018 1б ũ ؼ̰ ֽ ̹ 2 3,900ֳ ϰ , ũ ؼ ȸ̸ ϴ ŸϷ ۰Ŵ ֽ ټ ء̶ ִ. Ͱ ۰ŵ ̷ ڸ ڳ( ) ϰ ִ.
ũ ؼ Ʈ ߰ ȸε, ũ ؼ̴ ̹ , , ֽ, ä, , ε, Ź, TV۱, Ʈ, , ̽ũ, , ϰ ־. ܿ... ũ ؼ̴ , , ûұ, õ , , , ȭ, ī, ܿ, Ʈ, , ڵ, , Ź ũ, , ۷, , ֹǰ, Ƶ, ݼӰ, ںǰ, , , ý, , ķǰ , Ƽ ϰ ִ.
ġ, ö, װ, ø ȸ絵 ϰ ִٰ ڴ. ٷ ̰ ũ ؼ̴. ̰ ΰ ƴϴ. ũ ؼ̴ ̷ Ʈ ߰ ̴.
ũ ؼ̰ ÿ ִٴ ¡Ĵ ũ ؼ̰ ִ ֽ 980 ָ żߴٰ ǥ 2016 5 16Ͽ ־.
ֿ , ÿ ϰ Ǿ
2016 5 ũ ؼ 迭 (GEICO) , ִ 99.49 ż ֽĿ ũ ؼ ھ 10 ߴ. Ŀ ũ ؼ̴ ֽ żϰ żߴ. 2017 , ũ ؼ̴ ֽ 1 6,500ָ ϰ Ǿ, ũ ؼ ֽ ʴ ũ ؼ ݵ ֽĵ 緮 ִ.
ٸ ñ ڵ iEverything Ƽ ⽺ Ҿ־ ̲ ִ δ Ÿ ֽ ƴ ֵǾ. Ⱦ ߴ 2012 ũ ؼ ȸ ̵() ġ ϴ ١ ϸ鼭 ð ̶ֽ ִ. ٸ, 츮 ̴١ ߴ.
ٽ ڸ, ֽ ó ż ƴϾ. ֽ ó ż ڸŴ , ϳ. ũ ؼ ȸ ۰Ŵ ڸŴ ٸ ũ ؼ̰ ÿ Ը ڸ ϴ ٰ ߴ. ڸŴ Ѹ 2018 4б ҷ ֽ ŵߴ.
ֽ ڽſ ˸ ʿ ٰ ߴµ, ̴ ڸŴ ū 緮 ̴. ݱ 븦 ʾҴ.
2016 10 21 ŴŰ(Manager Magazine) ͺ信 ڽ (subscription element) Ѵٰ ߴ. ״ Ʈ ø̼ Ŭ ǻÿ ŵǾϴ. Ʈũ ӵ ȭǸ鼭, ø̼ Ʈũ ſ ִ ø̼ǵ, ̷ ͵ ϳ ( ʴ) °踦 âϰ ֽϴ... ϴ ̷ °迡 , õ Ŭ忡 ø ϰ, Ű ۵ ִ ͼ, °踦 ؼ ʴ Һڰ ˴ϴ١ ߴ.
ũ ؼ̰ ֽ żϱ ٸ ڵ ֽ . ֽ ǥ Į ĭ̴. ״ 50 ġ ֽ ִٰ ڶߴµ, ð ߱ ̽½ٰ ϸ鼭 ֽ о Ҵ.
ð ġ
ũ ؼ̰ ÿ ǰ ڰ 110 ߴ IBM ںٴ ̶ ̾. ũ ؼ̴ 5 IBM ֽ ż, ϰ ( ) ȸϰ ־.
ϰ ִ £ ϴ, , ڻ α , PER ϰ, κ ݾ 2,000 Ѵ Ŵ ϰ ִ. ǥ ָϸ鼭 ̷ ŷ ġ ο иϴ. ڵ Ȥ ǰ ü ִ ϴ ̴.
ް ڻ Կ 1,000 ä , ݸ ſ ̴. ̾ ڵ ٴ ӵ ġ֡ ִ.
ڿ
, 2016 ũ ؼ̴ ֽ 4,210 ָ ߰ żϿ 6,100 ̻ ϰ Ǿ, ġ 66 ߴ. 2017 2 27 CNBC ͺ信 2017 1 1 ֽ 鸸 ָ ߰ ż, ̷ν ũ ؼ̴ 170 ġ ֽ 1 3,300 --̱ ִ 2.5%-- ϰ Ǿٰ . ̴ ߸ () ũ ̾. ͺ信 CNBC Ŀ Ű Ϳ족ϸ ½ ۿ .
ͺ信 ڸŴ 2016 ó ֽ 1,000 ָ żߴٰ . 2016 2017 ʿ پ ÿ ڸ ũ ÷ȴ ̴.
, ϱ ſ ֵ ʴ´ٰ ߾, ᱹ ְ Ǿ. ͺ信 ǰ ſ ϸ, ѹ ð Ǹ ٽ ִٰ ߴ. ڵ鿡 , ڵ ߽ɿ ڸ ִٴ ˰ Ǿٰ ߴ.
̵ ˷ Ͱ ٸ ̱ Ѵ.
ڵ ڵ ģ µ, ־ϴ. ... ̵鿡 ϴ, ִ, ǰ ٲ , װ ýϴ. Ʈ Ʈ ǰ ſ ϴ(ѹ Ǹ ʴ´) ˰ ֽϴ. ϳ ϰ Ǹ, ٽ ȴٴ Դϴ... ڵ ϰ ٴ ֽϴ(Ͻ λ̴, 2017 3 1 ͺ).
۰ŵ 2019 ũ ؼ ȸ ߴ. 츮 ִ ٸ ̴ϴ. ...
۰Ŵ Ư ̶ Īϸ鼭, ںġ ɷµ Īߴ. ٸ 鿡 ڿ ̴ֽ. Ǹ ϰ , Ը ڻ α ִ. GM ðѾ 5谡 Ѵ 2,000 ̻ ͵ .
ȸ翡 ʴ , Ϳ ȭ ɾ ֵ鿡 ִ Ϳ ǰ ִ.
50 ķ۽( ũ)
ũ ؼ̴ ĶϾ Ƽ뿡 ִ ķ۽(Mothership Ȥ Spaceship; ũ Ѵ) 5% ̻ ϰ ִ. 2018 1 2,000 ϴ 2 ( ķ۽) ̱ ϰ 5Ⱓ 3,500 ̱ ϰڴٰ ǥߴ. 2,500 ؿ ڻ꿡 15.5% μ-- 380 -- ϰ, ڻ ̱ ȹ̴. ̿ ũ ؼ̴ 翬 λ, ڻ , Ȥ ű ڰ ̴. ķ۽ ü Ƽ ⽺ 嵵 ڶϰ ִ. 2018 ̱ ֿ Ȯ ȯ ػ罺 ƾ 10 ¥ ķ۽ ̶ ǥߴ.
ÿ Ȯ
ũ ؼ̴ 2016 ó ÿ 2б ֽĿ ÷ 542 ָ ߰ ż, ̷ν 1,520 ֽ ϰ Ǿ.
żϰ, żߴ.
CBS ͺ(2017 12 3) ߴ. ư ϵ ʿ ϴ. ż-ŵ ʽϴ. ȸ縦 Ѻ ż-ŵ մϴ. 츮 1 Ȥ ֽ Դϴ.
CNBC ͺ(2017 5 8) ߴ. ǰ(), ߽ Ǵ, 鿡 ſ, ſ ġ ִ ǰԴϴ. ̴ 8 ̳ 80 ο Ǵ Դϴ. ٷ ǰ , ٸ ǰ ϴ ƴմϴ.
Ʈ ʴ ݵ 20¥ ø ϰ ִµ, ٷ CNBC ͺ(2018 1 10) ( ) ȭ鿡 ʾҽϴ١ ó ϱ ߴ.
ֿ ġ
2007 ݱ 10 ̻ Ǹߴ.
ִ 50 ϴ ڻ и ϰ ִ. 90% ؿܿ , ̴ ȸ ۱ μ ִ.
ֿ --, е, ǻ, , پ Ÿ ǰ顱-- 500 Ը ִ.
ϰ ִ ι , TV, ÿġ, ͺ ִ. ι Ե ۽, Ŭ, ù .
2017 ũ ؼ ȸ ۰Ŵ ÿ Ⲩ ũ ؼ ̷ ¡Ķ ߴ. ״ ÿ ƴ϶ , ƴϸ ˾Ƽ ϳ ٵ, ˾Ƽ ١ ִ.
̿ ߽ Ǵ ġ ִ ǰ ִ١ ߴ.
۽ ǰ ͼ ſ . ù Ʈ ǰ, ÿġ ͵ . ٷ ̻ ݴ ŷ ʴ´.
2019 9 , 2,059 µ, ش б 180 ڻ Կ 35 翡 ߴ.
2017 , 50 ¥ ̽( ũ) 縦 ߴ. ũ Ŵ ǹ 14,000 ϰ, 11,000 , Ʋ ŵ ϰ ִ.
̶ ũ ؼ̴ ؼ ÷ 2017 3б 1 3,800 ֽ ϰ Ǿ. ̶, ϱ ڴ. ũ ؼ̰ 700 ġ ֽ ִٰ ϸ, ̵ ( ƴѰ?) 7,000 ƴѰ?ϴ . ũ ؼ и 700 Ѵ ġ ִ.
ũ ؼ ߱ϰ ִ Ը ڿ ϴ ڳ" ǥ ´ Ը. ðѾ 1 Ѵ ðѾ ̱ ̴ִ.
2018 8 2 ðѾ 1 ߴ. ٰ 2018 -2019 ۷ι ߿ 30% ϶, ݱ ȸ ðѾ 1 ξ Ѵ ´.
ð ũ ؼ
ũ ؼ̰ ÿ ÷ȴٴ 2018 ũ ؼ ȸ ֽ 7,500 ߰ żؼ 2 3,900 ָ ϰ Ǿٰ ˷. ̴ ũ ؼ ֽ Ʈ ִ ϴ Ը. Ұ 3 ص ũ ؼ̴ ֽ ʾҾ. ڳ ٰ ߴ?
ִ â Ҹµ, ڿ â Ƽ ⽺ °踦 ־. ϸ ũ ؼ̴ ξ Ⱓ ұϰ 1/2 ؿ ӹ ִ. ְ 30-35 ũ ؼ̰ ȹ ؿ Ϸ ְ 60 Ѿ ϱ ̴. ũ ؼ ũ ؼ̰ ϴ ְ ִ.
Ⱓ ڿ ұϰ-- ڷδ ʿ ũ ؼ̸ ż , Ƿȸ Źȸ Ϳ , ʱ Ʈ Եȴ--ÿ ū ŵν е ȸ ־. ̴ ũ ؼ̸ ñʹ ٸ ô ̲.
1997 ⼼ ũμƮ з Ƽ ⽺ Ļ ̶ ߴ ־. Ʈ ǰ, , ۷ι Ͼ尡 Ͼ.
, ðѾ 1 ̱ Ǿ. 2007 Ʈ̳ ʷ 1 ðѾ , ũ ϶ ´. 2018 2б ǥ ְ ȹ߰, ϰ Ǿ( ðѾ 2018 8 ó 1 ϴ 2020 2 1 ũ ȸϴ ̴).
ð
̷ ȹ 鿡 ϼ ´.
,
ȹ ߽ϴ. 207.39 ν ֽĽ 1 ̻ ߽ϴ. ̷ ںν , ְ 츮 ִ ߿ ǥ ƴմϴ. ̷ װ ̷ --츮 ǰ 켱ϰ 츮 ġ -- ʽϴ...
Ʒ ǥ 2018 ־ ũ ؼ ÿ ڸ ̴.
|
ְ |
ũŰ ֽ |
(%) |
ũ ġ Ѿ |
2017 12 31 |
169 |
166,713,209 |
3.3 |
280 |
2018 3 31 |
167 |
242,579,000 |
4.9 |
410 |
2018 6 30 |
185 |
254,980,000 |
5.2 |
470 |
2018 8 ũ ؼ ÿ ġ 500 Ѿ, ũ ؼ ֽ ϰ ִٸ, 10% ̴. 2018 3б ũ ؼ̰ ֽ 50 þ. ũ ؼ ڴ ũ ؼ ڳ, ũ ؼ ִ ̴.
ĸ ΰ!
־...
CNBC ͺ(2018 8 30) 2018 2б ũ ؼ̴ ֽ żߴٰ . ϸ, ſ ΰ åǾϴ. å 1,000 ̻ ġ ֽϴ. Ⱑ ִµ, 100 , ſ Դϴ. Ѵٸ--е ϰ ֽϸ-- ģó Ѵٸ, ⸦ ϰ ׳ ϴ ϴ.
2018 3б ǥ 2018 ְ 30% ̻ ϶ߴ. б ߰ ̻ Ǹ ʰڴٰ ߴ. ð ٸ ֵ ߽ ̷ ü ŵ ū ϶, ũ ؼ ְ ϶ߴ. 2019 1 Ư ߱ ġ ġ Ѵٴ ݰ ҽ ߴ.
2018 742 ̸ ڻָ ϸ鼭 ڻ Կ ڱ ߴ.
2018 , ũ ؼ̴ 255,300,329 ֽ ϰ ־µ, 氡δ 360 4,400 ̰ 尡ġδ 402 7,100 . 2019 ũ ؼ ֽ ż ( ְ ϶ ߰ żϿ) 141 ݸ ְ 280 ؼ ũ ؼ̰ ֽ 尡ġ 氡 迡 ̸ Ǿ.
踦 ̾
̷ ̾߱ ܿ, ۷ι Ŀ´̼ ô븦 ̴. ϴ ȹ ȭ״.
, Ʈ ϻ (α 鿡) ִ ε ȭ״. Ʊ(Ravi Agrawal) ε(India Connected)' , 2000 2,000 ε ¶ 7 ̻ ε Ʈ ν ε Ϳ ο ȭ״.
Ʈ ȭװ, , ȸ ü Ȯߴ.
: ũ ؼ ִ
ũ ؼ ִ ڰ ̴. Ը ڸ 360 ª ð 700 ̻ Ǿ. ̴ ũ ؼ Ǽ ϰ . , ũ ؼ ְ ϳ. ڳ ̸ ġ ٴ ʿ䰡 . ǰ (ʿ ) Ḧ ν 繫ǿ ڳ 淶 ̴. <>
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