| Ʒ Ư ũ(valuewalk.com) 2023 5 9 Դϴ. ֽĿ ǰ Դϴ. Ǵܿ å ο ֽϴ.
̵ ij ŴƮ(Smead Capital Management): ̱ ڻ ڹ, ũ ؼ ֿ ϳ.,
(5 6) ũ ؼ ȸ Ͱ ۰Ÿ 鼭 1960뿡 ſ α ִ TV (The Dating Game) ϴ. (Jim Lange) ȸ ô ʿ ̳ ڰ ȸڿ Բ , ʸӿ ̼ ʸ ̼ ϸ鼭 /׳ Ʈ Ǹ ̾ϴ.
Ž翡 ġ з Ʈ(μպ) ſ ŷ ̰ ֽϴ.
õ ƮѸ(Occidental Petroleum: NYSE—OXY: ) μ ʰڴٰ и , 츮 ٸ ϳ ÿ żѴ ص Ͻϴ. ø , װ CEO Ű Ȧ(Vicky Hollub) ϴ Դϴ.
(ڷ: )
Ʒ ǥ ִ μպ ڿ μ ƮԴϴ.
μڵ ̼ μڵ鿡 ٴ Ϳ ָ ֽʽÿ. () Ѵٰ ϴ , ̹ վ ִ Ʈ( ϴ Ʈü) ż ʽϱ?
ؼ ۰Ű ͺ ˰ ֽϴ. ۰ſ ĶϾ ۰Ű ų 84 οƼ ް ִٰ ߽ϴ. ۰ 1,000 Ұմϴ. ۰Ŵ ۷ι ³ȭ ϴ Ȯ Ѵٰ , Ϲ б ν Ѷ Į(Cal Tech) ߴ лμ ³ȭ ˰ ִٰ ߽ϴ.
ô μڿ μ Ʈ ο ԵǾֽϴ. ż ũ--(Shell), 긮Ƽ Ʈѷ(BP: British Petroleum), Ż(Total) ֿ ͵ -- ū ſ ŷ μ ̱ Դϴ. ڸƼ, 𰡵, ȸ żؾ ߱ ̼ 麸 ξ ϴ.
װ ȸ ſ ڸ ߰, ڰ ְ θ ߾ϴ. , ̵ ż , κ, ڳʸ ʴ ְ ũ ϴ. Ʈ Ŵ ̵(Cole Smead) ̸ ܿ ҹ Ѵ ̶͡ ߽ϴ. Ʒ Ʈ ðѾ S&P 500 Ÿ Դϴ.
[] S&P 500
(ڷ: )
ÿ κ ϴ ʰ ֽϴ. S&P 500 ϴ ðѾ 4.4%, S&P 500 ϴ 15% մϴ. 繫´ ξ ƴ϶, 帧 ڱںͷ(ROE) ǰ ֽϴ. ̱ ߵ ִ ǰ ϰ ֽϴ.
̷ ð μ̸鼭, ÿ-- ߿ ŻϷ 鿡 Ư--ŷ μ λϰ ִٴ Դϴ. ǰ ִ ſ ȯ å ¿ ߿ ŻϷ ̰ ֽϴ.
츮 ӡ ó ϴٰ ֽϴ. ù°, 츮 10 ڰ ֽϴ. °, ۰Ŵ ̱ ֽĽ ɼ ſ ȸ̾, Ѵٴ ֽĽ и ִٴ ǹմϴ.
մϴ.
̵ ij ŴƮ ȸ CIO
̵(William Smead)
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* ó: ̵ ij ŴƮ(Smead Capital Management) ȸ CIO ̵(William Smead) ڵ鿡 , "No Dating Game For Buffett," 2023 5 9, https://www.valuewalk.com/no-dating-game-for-buffett/
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