| : Ʈȿ Ż īڽ ° å ġ 6(The 6 Commandments of Value Investing)" 3 part-2 Ұ Դϴ.
* ó: Ż īڽ(Vitaliy Katsenelson), IMA CEO, " ġ: Ÿֿ̹ ġ , The 6 Commandments of Value Investing - #3-2: The market is there to serve you, not the other way around, https://contrarianedge.com/the-6-commandments-of-value-investing/
츮 IQ ̱ ϴ .* ó: Ż īڽ(Vitaliy Katsenelson), IMA CEO, " ġ: Ÿֿ̹ ġ , The 6 Commandments of Value Investing - #3-2: The market is there to serve you, not the other way around, https://contrarianedge.com/the-6-commandments-of-value-investing/
ù°, 츮 ҡ 츮 IQ δ. ̰ 츮 IQ EQ ִ ִ ֽĵ ڴ ϴ ̴.
츮 츮 IQ EQ ִ ֽ̳ ؼ ſ ϰ ִ. , 츮 ̷ǰ ַ ϴ ̿ũ ؼ 츮 IQ ٴ ˰ ִ. 츮 ̷ м , , , ̷ ڴ ϰ ִ.
ȸ 쿡 츮 EQ ٴ ߰߰, ̷ ȸ翡 ʴ´.
츮 ʿ ֽ 20-30 Ұϰ 츮 ٷ ϴ ִٴ ̴. 밳 츮 ٷ Ѵ.
̴ ٸ ġ. ܰ ǻ ֱ ߴٰ ؼ ȯڵ鿡 ڱ Ѵٰ ̴.
°, 츮 츮 EQ ã´.
ظ ġ鼭 츮 (quality) ϼ 츮 EQ ξ ٴ ߰ߴ. 츮 츮 Ʈ Ȥ Ʈ ִ 跮ȭϸ, 幮 ܰ ֱ , ſ 鸸 Ѵ.
츮 ٸ ε 跮ȭѴ. ġڷμ 츮 翬 ΰ ִ. 츮 跮ȭ , ġ Ϸ --Ư ſ 忡--ſ ٴ ߰ߴ.
츮 ⼭ ưµ, ϳ ͷ ϴ ̴. 츮 Ʈ(quality test) ϸ 츮 ̴. , ϰ, ŷ ̼ǿ ŷǰ ִ ص, 츮 Ʈ ϸ, 츮 ̴.
跮ȭν 츮 Ʈ ִ. ߿ , Ҿ EQ ִٴ ̴.
츮 ֽĿ IQ EQ شȭν Ʈ IQ شȭѴ. ¾ 츮 ո ش ֽ м , ֽ ߰ ż, , ƴϸ ŵ ִ.
츮 츮 EQ ð ϴ δ. ܺμ ε 츮 ϻ ڰ ڴ ħϰ ʴ´. , 츮 ϰ TV ʴµ, װ ϰ TV û 츮 ð (Ÿڿ ݴ ̴) ɸ ǿ ģٴ ߰߱ ̴. 츮 Ϸ翡 ̻ Ʈ ʴ´.
, ִ ڵ鿡Ը شǴ ε, װ EQ Ѽ ʴ Ѵٴ ̴. ġ 6 ʴ´ٸ, 6 Ұϴ.
õ ʰ ϳ ִ.
2013 1 25 3 55 ̺ κ ̸ Ҵ.
From: David **** Sent: Friday, January 25, 2013, 3:55 PM To: Vitaliy Katsenelson Subject: David **** ¿ ֽ ŷ Ż īڽ , ϰ ֽ żߴٴ ҽϴ. ż å ŷ , ħ ŷ ֱ ٶϴ. ֽ ְ ġ ϶ϴ Դϴ. ؼ ˴ϴ. մϴ. ̺ |
ް ̺忡 ȭ 츮 ߴ. ϰ , 츮 ֽ ż Ǹ 귣, , 濵, ðѾ 1/4 ϴ ݡ Դϴ. ƹ ̷ ص(ſ ؼ ͷ 纸 ٿ), ϴ.
̺忡 ְ ġ ǰ ǰ ƴ϶ , ״ ε̾. װ м ̿ ̾߱⸦ µ, װ ϶ ̶͡ ߴٴ ̴. () ϶Ѵٸ, װ ູԴϴ. ڻָ ϰ ְ, 츮 ߰ ż ̴ϴ.
ܱδ м ¾Ҵ. 츮 ż 455(ֽĺ δ ִ 65) 395(ֽĺ δ 56) ϶ߴ. 츮 ְ ϶ ߰ żߴ.
쿬 Ǽҵ带 ѷ ̷ ɸ ڿ ȸ ְ ִٴ Ұ, Ǽҵ带 ŷ 2 ϳ . (ֽĺ ְ Ǽҵ尡 ִ 2013 1 56 2014 1 71, 2015 1 128 , 2019 11 260 ݿ ŷǰ ִ. 1231 291.52.).
2 ۿ ᱹ ̺ Ằؾ ߴٴ ʾҴ. 6 , ״ װ Ƶ̷ ʾҴ. Ȳ ٵ ξٸ, EQ ѼյǾ ̰ ̴ ٸ ڵ鿡Ե ̴.
ɸ´ 繫¸ мϰ ġ ϴ ɷ¸ŭ̳ ߿ϴ. ĥ 鿩 ڰ мɷ ѵ EQ ư. < 3 >.
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