| Ʒ ġ÷Ŭ 6 ƴ Դϴ. ؿ ֽĿ ظ Ұϰ ΰ Ϲ ȸ մϴ. ġ÷Ŭ Ʒ ؿֽ 2~3ȸ Ұϸ Ʈ ǥ ÷ Դϴ.
[ : ڿ Ư ̱ ũ(valuewalk.com) Ʈ м 2~3 Ұմϴ. ̱ Ȳ ظ ּ ߰ Դϴ. ũ ̱ ǥ ġ Ʈ ϳ ġڿ پ ڷḦ մϴ.]
* Ʒ ͷƮ м 11 2 Դϴ.
ͷƮ, ֡ ɼ ִ
10 ֳθƮ ġ 3б ǥ ͷƮ(Pinterest; NYSE: PINS) ְ 27% ߴ.
(ڷ : κô)
ͷƮ ְ δ. ͷƮ (monster stock)" ִ. ͷƮ ٸ Ҽȹ̵ ̴. ̽(FB)̳ Ʈ(TWTR) ͷƮ ϰ, Һϸ, ġ ̴ ƴϴ.
ͷƮ ã´. ̰ ο 丮 ã, Ȩ ̵ , ֱ ϴ Ÿ ã´. ̷ Ư ͷƮ 迡 α ִ Ҽ ÷ ϳ Ǿ. ͷƮ Ȱϰ ̿ϴ ̿ڴ 4 Ѱ ִ. ̵ ۳ ߰ ̿ڸ 1 ̴̻.
ͷƮ, ڻŷ о
ͷƮ ̿ ߰ ִ ƴϴ. ͷƮ ȣȲ ִ ڻŷ о λϰ ִ. ͷƮ ̿ 80% ͷƮ αǰ(pinned items) ϰ ִ. ͷƮ ̱ ְ -Ҽȹ̵ ÷ ū ٷ ̴.
ͷƮ ̿ 1 0.70 ø ִµ, ̴ ̴. ͷƮ Ŵ ̿ ȯŰ ־ ſ ʱ ܰ迡 ִ. ι ͷƮ ϴ. ̽ ̿ڴ 7 ø ִ Ͱ ϸ ͷƮ ִ.
ͷƮ ̷ ȸ ߱ϰ ִ ̴. ͷƮ (Shopify; SHOP) Բ ε ϰ ű ϰ ø ִ ο ø̼ Ҵ.
, ͷƮ ó α ִ (Ҽȹ̵ ڻŷ ) ǰ ִ ü ִ. Ҽ-ڻŷ 7 31.4% ȴ. 2027̸ 6,045 Ǵ ̴.
ͷƮ, ι
COVID-19 Ը 3,230 ߴ. 10.3% , 2027 6,400 Ը ȴ.
̸(eMarketer) , ̱ ڵ ͷƮ ÷ ø 2016 25% ̸ 36% ߴ. ͷƮ ü ұ ̿ ´ ÷̴. 2б ұ ͷƮ 50% ߴ.
ͷƮ ұ ϰ ֱ Ҹϴٰ ϴ ִ. ᱹ COVID-19 ް ִ ұ̶ ̴. ̱ ϰ ̴. ̵ ڽ ȭ ̴. ̴ ұ ȭ ϴ 鿡 ū ִ ȸ.
⺻ ұ ϴ ũ (Square: SQ) 2020 α ִ ֽ ϳ. ְ 164% ߴ. ̵ ٸ ε, ְ 136% ߴ.
ü鵵 ְ ſ Ҵ. о Ʈ̵ ũ(Trade Desk: TTD) ְ 12 ũ Ұ 145% ߴ. ٸ ü ۽(Digital Apps: APPS) ְ ξ Ƽ, 2020 326% ߴ.
ͷƮ ̵ ȴ. ͷƮ 3~5 ʰ 1,000 ̴.
ͷƮ Ǹ ƴϴ. ݵ ε(HedgeMind) , ݵ Ŵ 5 ͷƮ ϰ ִ. ֱ μ 繵 Ư ̴. ̵ ݵŴ 츮 ݴ ϰ ڵ ƴϴ. <>
* ó: ƾ Ʋ(Justin Spittler), ڸġ ũ(RiskHedge) ֳθƮ, WHY PINTEREST INC HAS MONSTER STOCK POTENTIAL," 2020 11 2, https://www.valuewalk.com/2020/11/pinterest-inc-monster-stock-potential/
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