| [: Ʒ Ư ũ(valuewalk.com) 2023 6 15 Դϴ. ֽĿ ǰ Դϴ. Ǵܿ å ο ֽϴ.]
* ó: Ƽ ƺ̵(Stephen McBride), ũ(RiskHedge) ֳθƮ, 꽺 ,
"3 Investing Lessons I Learned In Italy," 2023 6 15, https://www.valuewalk.com/3-investing-lessons-i-learned-in-italy/
6 Ƴ Ż ī Ͽ . īϿ ij. * ó: Ƽ ƺ̵(Stephen McBride), ũ(RiskHedge) ֳθƮ, 꽺 ,
"3 Investing Lessons I Learned In Italy," 2023 6 15, https://www.valuewalk.com/3-investing-lessons-i-learned-in-italy/
߿ ̵ ã ִ. ޱ ϴµ, īϵ ǸŰ ʾҴ.
ī ... ִ Ұϰ Ѵ
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α̶ Żƿ ϴٴ ˰ ̴. Żƴ ִ ϰ ִ. , ī Ŀ κ ī ǰ (sangiovese)θ ִ.
Ƽ븮 ʿ ٰ ߴ. Ƽ븮 1971 Ƽijڷ(Tignanello) ó ߴ. Ƽijڷδ ̾, Ϲ ̴ ' (Vino da Tavola*: ̺ )' ٿ ߴ.
* ̴ ' (Vin de Tabel)' Żƾ.
Ƽijڷδ Ļ翡 (̺ ) ƴϾ. Ƽijڷδ ǰ ϰ Ǿ. 50 Ƽijڷδ 迡 α ִ ϳ Ǿ, ּ 150 ȴ.
Ż ٴ ģ ģ ƴ϶, ⺻ ϴ ̾. ̸ Ƽ븮 鸸 Ǽ ־.
⼭ ' ְ ģ ̵ ۵Ǿ' ̴.
1980 ' å ǻ' ϰڴٴ ־. ̷ , ǻͰ ũ ڿ ǻ Ϸ ڵ Ǿ ߴ 40 Ǵ ģ ̾. ũμƮ ᱹ ǻ ְ ߰, ũμƮ ʱ ڵ ڷ ־.
(ũμƮ: ģ ̵ )
1990뿡 츮 10鿡 ¶ ٸ ȭ , Ÿ ƴ. ڴ ̴.
̷ " " ʱ ڵ鿡 ʾ Ǿ. ̽(Facebook: NASDAQ--META) ¶ ʾ ȭ ְ ; (Uber: NYSE--UBER) Ÿ ϻ Ϸ ; ų (AIrbnb: NASDAQ--ABNB) Ѵ.
ڵ ̷ ̴. ó 'ƴ' ϴ ̵ ϸ, ̷ ̵ ʾ ִ. 'ģ' ̵ ü ī(Cameco: NYSE--CCJ) ̴̴.
2: ڸ ϶
ī Ƴ ŰƼ ִ Ǹ . ״ ־. ̰ 츮 ٶ ġ θ 25̳ ؾ ߴ. ؼ ... 츮 κο ϴ ܱε պ .
̷ ִ ɱ? ۿ Ұ ְ Ĵ ϳ. ī ڸ ִ ߿ ʾҴ. 츮 ¶ Ŭؼ ãƳ´ ̴. ͳ ¶ο "ڰ Ȥ ϴ' ´.
50% ̻ ۰ ̽ 귯 . Ʈ(Lyft: NASDAQ--LYFT) ̱ 95% ϰ ִ. ˻ ü ϰ ִ.
ͳ Ǽ迡 "ڰ Ȥ ϴ" ִ. , 츮 κΰ ãư Ż Ĵ 10 ָ... κ ఴ... áٰ ߴ. ̴ ۰ Ʈ(Tripadvisor) ö ̾.
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2019 " żϴ ٺ ̴" ִ. 9 ̷ µ 180 ٲ ż õߴ. 40% , ϸ ִ.
AI ݵü 90% ̻ ϰ ִ (Nvidia: NASDAQ--NVDA) żϰ ִ ٸ ̴.
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ī ϸ鼭 츮 κδ θ 鼭 300km ̻ ߴ. ó̾, 츮 ѹ ʾҴ. ۸ʽ Ȯ ˷ ־ ̴.
ʱ ū ̽ հ ġ ߴ. GPS üǾ. Ʈ ο Ҵ ϴ Ÿ. ̶ ٰ ߴ. ߸ ϱ ǥǵ 紫ϸ鼭 ؾ ߴ.
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ƴ, ϰ ְ ִ ASML(NASDAQ--SAML) żϰ ִ.
ũ ڶ ݵüĨ ǻ ˰ ̴. ݵüĨ ƮͶ ϴ ʾ "" ִ. ݵüĨ ƮͰ ó ӵ . , Ʈ ϽƮ ´ (NASA) ǻͺ . ǻ Ĩ 2,000 ƮͰ ־, ֽ Ĩ 160 ƮͰ ִ( Ĩ 츮 麸 ũ ʴٴ ). ASML ֽ ǻ Ĩ ϴ ִ ̴.
ϳ. ſ ؼ, ִ 25Ʈ¥ ߴ ̴. 2018 ASML õ , ݵ żϰ ִ. <>
żϰ սϴ!