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| [: Ʒ Ư ũ(valuewalk.com) 3 20 Դϴ.]
* ó: 귡 ڳ(Bradford Cornell), UCLA 濵п ڳ ij ׷(Cornell Capital Group) Ӱ, "Good Times, Bad Times" 2020 3 20, https://www.valuewalk.com/2020/03/buffetts-loss/
2019 ũ www.cornell-capital.com ÷ȴ Ϸ ۿ ð ڵ鿡 ſ ñ ݺ ߴ. ̷ ߿ ڿ ׷ ñΰ, 1,280 ޷ ׳ ɾ ִ°? Ŵ ȯ, PER , ׽ ΰ? ԵǾ ִ.

̷ ۵ ٽ ߴµ, ̴ 2019 1,280 ޷ ׳ ɾ ִ°? Ǿ ִ.

ڽ ϰ ؿ 40 (2019 ) ñ⿡ Ѵ. ݸ , ſ뽺 , ְ ְ̰, ε ⿡ ȸ ο , ̷ ̻ϰ 鸱 ̴. ׷ ٷ ̷ Ȳ . ڿ ߿ ڽ ڰ ݱ İ ƴ϶ ̷  ̳ ϴ ̴. ׸ Ȳ ſ ϰ ȴ. ְ ְر ö... 1,280 ޷ ׳ ɾ ִ ִ.

̱ ڵ ġֿ ϸ ¡ ɼ ʿ䰡 ִٰ ߴ. , ̷  ȿ ־? ҽ ǥ ̰ٴ ̰, ҽ ׷ ұϰ ⺻ ս ´ٴ ̴. ù ° ġֶ ؼ ׵ ȭ ߴ ֽĵ() ڷγ 19 鿪 ִ ֽ ƴ϶ ̰, ° ʹ ׸ ʹ ũ ϶ ſ ɼ ġ ر ķδ ߰ ȣ ߴٴ ̴.

1000 ġ
Ʒ ǥ ù ° ִ 2020 1 2 1000 1000 ġ ϶ Ÿ ̴. ǥ 2020 1 2Ϻ 3 18ϱ 27.5% ϶ ݸ, ġ 32.0% ϶Ͽ ϶ ִ. 2019⿡ ֵ ġֵ麸 ξ ޵ ұϰ ׷. (2019 ̱忡 ֵ ϴ ġֵ ߴ).


(ǥ 1: 1000 ġ ϶: 2020 1 2-3 18)


׶ ȣȲ (, 2019 12 ) 忡  ڴ Ÿ̹ ʴٴ ̰, ( 츮 ް ִ Ͱ ) Ŀ 忡  ڴ Ÿ̹ ٴ ̴. ġ ݱ ſ ұ ڵ ȸ ִ. ޵ ȸ ũ ġ ޶ ̱ , Ϻ ֿ ġֵ ſ ŷ ؿ ϴ ̴.

Ʒ ǥ ũ ؼ̰ ֽĵ鿡 Ϻ ʴ. 켱 ֱ ޶ ũ ؼ Ʈ ū Ÿ ޾Ұ, ̷ ϰ ִ 尡ġ 800 ޷ ̻ ϶ ʿ䰡 ִ.

(ǥ 2: ֿ ġ : 2020 1 2-3 18)




ֱ ޶ ս
ǥ ޶ϴ ġֵ Ȯ ִ. &(JNJ) 10% ̸ ϶ ߴ. ġֿ ִ ׸ ϰ ִ (AAPL) 20% Ǵ ϶ . ݸ GM, ũƸ޸ī(BAC), Ÿװ(DAL) 40% Ѱ ϶߰, Ÿװ 60% ̻ ϶ߴ. ° ϰ ִ ũƸ޸ī ս (ݾ Ը 鿡) Ư ũ.

̷ ߴٰ ؼ ſ ̴ ݿ GM, ũƸ޸ī, Ÿװ ֿ ġֵ żϴ ũ ٰ ϴ ƴϴ. ڷγ̷ ɰϰ ӵ ִ. ̷ Ȳ ȭ ʴ´ ص, Ȳ ȭ 𸥴ٴ Ȥ ٸ ڵ ׷--Ȳ ȭ 𸥴ٰ--ϰ ִٴ ְ ξ ߸ ִ.

ݰ Ʈ ñ⿡ ڰ ġ ߱Ⱑ ƴ. ֽ ٸٶ(Aswath Damodaran; 濵 , ̼ о ) ̿ ̷ ߴ.

3ó ְ ݵ ̴ ñ⿡ ׷ ū ְ ġ --װ͵ Ư --Ϸ õ ǹ ƴ϶ ȿ̴.

׷ ұϰ, ̷ ݵ ġ鼭 żϰ ε ¯ ƿ ִ ڱݷ ִٸ, ñⰡ ϰ γ ִ ڿ λ ø ִ ȸ ִ ٷ ׷ ñⰡ ̴. ó ︸ڰ ͵ ٷ ׷ ? <>



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