• ġ, ߱  ַ
  • 20240329_ũ__
  • 20240125_ũ_
  • 20240123_ũ_繫ǥ
  • 20240117_ũ_ǿƮ
  • 20240112_ũ_ֽİġ
  • 20240108_ũ_ι
  • 20240103_ũ_ȸ繫ǥ
  • 20231229_ũ_ġڴ¿Ǵ
  • 20231222_ũ_λ

[Ż īڽ ġ 6] 1: ֽ κ ̴١

ܵ
| : Ʈȿ Ż īڽ ° å ġ 6(The 6 Commandments of Value Investing)" 1 Ұ Դϴ. 2~6 Ұ 帮ڽϴ.
* ó: Ż īڽ(Vitaliy Katsenelson), IMA CEO, " ġ: Ÿֿ̹ ġ , The 6 Commandments of Value Investing - #1: A stock is partial ownership of a business, https://contrarianedge.com/the-6-commandments-of-value-investing/
ġ 6 ٽ ۷ غ . 츮 ȸ簡 ġ 6  ڿ ϰ ִ ְ ߴ.

۷ û ġڵ̾ ⺻ 츮 ȸ翡 ƴ϶ ۼ߾. ׸ ̹ (ġ 6) غϸ鼭 츮 ȸ ̾߱ ̰ ݿϷ ߾. ׷ ׷ٺ å , ϴ ̹ ߰, ̰ ̴.

ġ 6

ġ 6 . ġڶ 6 ̴. 6 ׷̾--𼼰 ׷ ó--꿡 ޾ ֽĺм ̴.

1) ֽ κ ̴(Ĵ ƴϴ).
2) ð (м Ⱓ 鿡 ).
3) 츮 ϱ ִ( ˾ƾ Ѵ).
4) - ߸ 츦 żݿ ξ Ѵ.
5) ƴ϶ ںս ũ.
6) ְ ᱹ ġ ƿ´.

6 ſ ߿ϰ Ǹ , ȥ Ȳ ӿ ΰ ϱ .

õ ΰ Ұϴ. 6 ΰǡ ʵ ϱ ؼ ̸ 츮 ڿý--мƲ ϻ ڰ-- Ű ׿ ൿؾ Ѵ.

̹ 6 Ұϴ Ϳ ӹ ʴ´. ξ ̴̻. ڵ鿡 ǿ ð ϰ, 츮 ȸ簡 6 ڿýۿ  ״ ִ ̴.

1: ֽ κ ̴

츮 ϰ ִ ̱ κ ؿ ֽĽ ſ ̴. 츮 Ʈ  ̵ֽ ִ. Ŭ ణ Ḹ δϸ ȴ. ׷ ̷ ſ -- Ĵ ͵ ̷ , , Ѵ--ÿ ġ طο ִ. м ð ̰ ڸ Ʒ ڷ ų ֱ ̴.

Ÿڵ , ֽ ƴ϶ Ÿϴ ǰ Ұϴ. ̵鿡 ֽ ̳ . Ÿڵ ð, Ϻ ȥ() ӿ  ã Ѵ. ڷμ Ÿڵ鿡 . ڸ 츮 ٸ ƴ϶ ư ſ ٸ.

Ÿڵ , ģ ִ. ׷ ̵ ڽŵ ϰ ִ (Ÿ) ڿ ȥ ʾҴ. Ÿڵ ֽĿ ϴ ڽŵ Ģ ڵ ſ ٸٴ Ѵ.

ۿ Ÿڵ . ޽ ϰ δ ֽ ڻ , Ȥ Ǿ Ʒ ڰ ׷ ڵ̴. Ʒ ڵ Ÿ ƴϴ. Ÿڵ ϴ ͵ ƴϰ, ӿ ã ͵ ƴϱ ̴. ׷ ̵ ڵ ƴϴ. ֳϸ 鸮 ٶ ҵǾ м Ǿ ̴.

ڿ Ʒ ڸ ϴ ڰ ϴ ̴. ڶ ؼ м м ϱ ̴. , ش мϰ, ͷ(earnings power) 帧 ߻ϸ, --κ ڽ 帧 ȣϴ ɷ, -- ϰ, ϰ ִ ũ 캻. ׷ ġ ϰ, 󸶸 ( ġ 󸶳 ݿ ż , ڽ 䱸η--䱸ͷ-- 󸶷 ) Ѵ. 쿡 10 ޷ 20% ֽ 0.002% м Ѵ. ٷ ̰ ո -- Ͱ ׷̾-- мϴ ̴.

׷  ؾ ̷ ո µ ϰ ֽĽ 츮 Ʒ ڷ Ű ? ſ ϴ. ̷  ȴ. ֽĽ 10Ⱓ ȴ ص ȸ(ֽ) Ϸ ΰ? ( ͿԼ ̴). 츮 ֽ µ ȭŲ.

ſ Ȥ̸ ڸ Ʒ ڷ Ű 츮 м ŵȴ. ׷ ڱ ֽ (quality)--̼, 帧, , ںͷ, 繫Ȳ, 濵 -- ſ ٸ ׸ ǹ̸ ȴ. < 1 >

























<> ð Ѿ : ϳ ѱؾ ƿ ݸ ԵɹĮ








ƮƮ ũα (1) ֱֱ(1)
:
|

 Ѹ ( 0)

ϴ. ù° ּ.

* HTML ± Ͻ ϴ.

Է

Powered by Stockwatch


03 / 29 15 : 31

ϳ 086790

57,700 1,200 , 2.04 %

ֽMRI м

ڸŷµ
̼ offoffoffoffoff

11

/ 25

 onoffoffoffoff
繫 ononononon
 强 onononoffoff
 â ononoffoffoff
* ֽMRI 췮 : ּ 15 ̻
* 3 ̸ м Ⱓ   ª Ϻ ٸ ֽϴ.
20231222_ũ_λ20240123_ũ_繫ǥ

츮-