| [: Ʒ Ư ũ(valuewalk.com) 6 16 Դϴ. ֽĿ ǰ Դϴ.]
* ó: Ƹ (Aman Jain), ġ ɼ(VeRa FinServ) ǥ, ũ ÷ϽƮ, THESE ARE THE TOP PICKS OF CHARLIE MUNGER," 2021 6 16, https://www.valuewalk.com/top-picks-charlie-munger/
۰Ŵ Ʈ ũ ؼ ȸ̴. ó ۰ŵ ǿ ̸ ſ ھ̴. 1924 1 ۰Ŵ ݵ 迡 ū ġ ִ. ũ ؼ̿ շϱ ۰Ŵ Ʈʽ ϸ鼭 1962 1975 20% ͷ ִ. Ⱓ S&P 500 ͷ 5% Ұߴ. ۰Ŵ Ȱ Ȱ ϰ , 鿡 ְ ִ. ̹ ۿ 2021 3 Ʈ 캸ڴ. * ó: Ƹ (Aman Jain), ġ ɼ(VeRa FinServ) ǥ, ũ ÷ϽƮ, THESE ARE THE TOP PICKS OF CHARLIE MUNGER," 2021 6 16, https://www.valuewalk.com/top-picks-charlie-munger/
۰, 5
̸ 캸 츮 ֱ 13F (Form 13F; ڻ 1 ̻ ڰ ̱ ǰŷȸ ϴ б⺸) ߴ. 2021 3 ۰Ŵ ڽ Ʈ 5 ϰ ־. ̸ ڻ ġ Ʈ ϴ Ұϸ .
5. (POSCO : 0.4%)
۰Ŵ ֽ 9,745ָ ϰ ִ. 1 ְ 99% ̻ , ݱ 21% ߴ. ö ¿ Ծ ڴ 1б (4,347 ) 3迡 ϴ 1 1,390 (10 2,000 ) ߴ. 1б 16 690 ̾, ̻ ߴ.
4. U.S. (U.S. Bancorp: 3.93%)
۰Ŵ U.S. ֽ 14 ָ ϰ ִ. ڻ ġδ 770 Ѵ´. U.S ְ 1 50% ̻ , ݱ 25% ̻ ߴ.
ֱ U.S ݵ ̿ α⸦ ִ. <λ̴ Ű(Insider Monkey)> , 12 U.S ݵ 60̸, ̴ 3б 48 ִ 53 Ѿ ̴. ڰ ũ ؼ̰ ִ ϰ , D1 ij Ʈʽ(D1 Capital Partners), ũ ŴƮ(Yacktman Asset Management), Ÿ κƮƮ (Citadel Investment Group), ƮƼ (Schonfeld Strategic Advisors) ڸ ִ.
3. ˸ٹ (Alibaba Group: 19.02%)
۰Ŵ ߱ ˸ٹ ֽ 16 5,320ָ ϰ ִ. ڻ ġδ 3,700 Ѵ´. ۰Ű ˸ٹٸ Ʈ ֱ ̸, ڽ ȸ ִ ϸ (Daily Journal Corporation) ˸ٹٸ żߴ.
۳ 1 ˸ٹ ְ 6% ̻ ϶߰, ݱ 9% ̻ ϶ߴ. ݵ ˸ٹ ְ ϶ ִ. ˸ٹٴ 4б ġ Ű ߴ. 4б ߴ.
Ϻ ݵ ˸ٹ Űߴ. 1б ˸ٹٸ Ʈ ϰ ִ ݵ 135̸, ̴ 4б 156 ִ 170 ̴. ڰ Ǽ ŴƮ(Fisher Asset Management) ִ ϰ , Ÿ κƮƮ , ڽ ijŻ ŴƮ(Rokos Capital Management), Ÿ̰ ۷ι ŴƮ(Tiger Global Management LLC0, зϳ ŴƮ(Millennium Management) ڸ ִ..
2. İ(Wells Fargo: 31.55%)
۰Ŵ İ ֽ 159 1,800ָ ϰ ִ. ڻ ġδ 6,200 Ѵ´. 1 İ ְ 65% ̻ , ݱ 50% ̻ ߴ.
4 İ 77% 1.05 б ִ ߴ. ִ 69Ʈ ʰ ̴. б İ 180 6,000 ߴµ, ֳθƮ ġ پѴ ̾.
ֱ Ҽ ݵ尡 İ Űߴ. 1б 96 ݵ尡 İ ϰ ִµ, ̴ 4б 99 ִ 104 ټ ̴. ڰ ̱ ij ŴƮ(Eagle Capital Management) ִ ϰ , κƮ ŴƮ(Pzena Investment Management), ڷ Ʈʽ(Theleme Partners), DE (DE Shaw), Ÿ κƮƮ ڸ ִ.
1. ũƸī(Bank of America: 45.1%)
۰Ŵ ũƸī ֽ 230 ָ ϰ ִ. ڻ ġδ 8,900 Ѵ. ۳ 1 ũƸī ְ 65% ̻ , ݱ 36% ̻ ߴ. 3.14% ϰ S&P 500 2.43% ϴ ũƸī ְ 1% ̻ ϶ߴ.
̱ 2 ũƸī 2021 1б 0.86 ִ ߴ. ̴ 102% ̻ ̴. ũƸī PER 13.46 12.01 ټ , PEG 1.92̴.
Ҽ ݵ尡 ũƸī Űߴ. 97 ݵ尡 ũƸī ϰ , ̴ 4б 99 ִ 139 ̴. ũ ؼ̰ ִ ϰ , ŷ ۷ι(Viking Global), GQG Ʈʽ(GQG Partners), ̾Ƹ ijŻ(Diamond Hill Capital), κƮ ŴƮ ڸ ִ. <>
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