저자: Felipe · 외국인
요약 보기
Peter Lynch의 주식 분류법을 소개하는 교육 영상으로, 특정 종목의 가격 방향에 대한 예측은 없다. 분류 개요: 저성장주, 신뢰형 성장주, 고성장주, 경기순환주, 턴어라운드주, 숨은 자산주의 6가지 유형을 설명한다. 저성장주: 성장이 한계에 도달해 GDP 이상 성장하기 어려운 기업으로, 높은 배당 지급이 특징이다. 예시로 Itaú를 들었다. 신뢰형 성장주: 연 10~12% 성장하는 안정 기업으로, 오래 보유하며 기다리는 전략을 제시했다. 예시로 Coca-Cola를 들었다. 고성장주: 연 20~25% 수익을 주는 급성장 기업으로, 성장이 멈추는 시점을 찾는 것이 핵심이라고 설명했다. 예시로 WEG를 들었다. 경기순환주: 경기에 따라 확장과 수축을 반복하는 기업으로, 건설업을 예로 들었다. 금리 하락과 경기 개선 시기에 유리하며 위기 때는 타격이 크다고 설명했다. 턴어라운드주: 침체 후 회복이 기대되는 기업으로, Benjamin Graham의 cigar butt 개념과 Buffett의 American Express 투자 사례를 소개했다. 숨은 자산주: 지역적 차별화나 물류 등 경쟁 우위를 가진 기업으로, Natura를 예로 들었다. 시장이 가치를 인식하지 못한 자산이 있을 때 수익성이 높다고 설명했다. 출연자 전망: 특정 자산에 대한 가격 방향 예측 발언은 없다. 과거 사례 설명은 예측이 아니므로 calls는 비워 둔다.
다듬은 글
I've created categories of stock investments according to Peter Lynch. Peter Lynch was one of the greatest investors of all time. He managed the Milan fund, an American fund known for its multiplier and sliding effects. He 's also the author of the book "The Peter Lynch Way of Investing," where he recounts his biography and his history in the investment field.
If you're new to the channel, this is the "Economizo" channel, I'm Felipe. Leave a like and activate notifications for new videos. The first type of stocks, according to Peter Lynch, are slow-growth stocks. Stocks that have grown rapidly may, with limits to their expansion, end up growing less than the country's GDP.
These stocks, as the president argues, are not for consumption and can no longer expand in their sector or market. An example in Brazil is Itaú, a large bank, but it has already reached its peak. It has nowhere else to expand. If it continues to grow, it will surpass the country's GDP, which is practically impossible.
These companies are also characterized by high dividend payouts and regular dividends because these companies no longer have as much... A financial fundraising project through accounting then leaves them only the distribution of their profit to their shareholders. The second type of shares, according to Peter Lynch, are only reliable companies that already have growth between ten and twelve percent per year.
They obtain a recurring profit of 13 to 50 percent on everything they invest in. If you buy a company in a reliable sector, you must be patient and wait for it to appreciate. When it appreciates, you can sell and repeat the cycle again. These companies are marked by not having negative results in recent years.
An example could be Coca-Cola or other Brazilian companies that have high growth with reliable products and are competitive and have never gone bankrupt. The third type of company, according to Peter Lynch, is the type of company with rapid growth. They give a return of 20 to 25 percent per year. According to him, the trick is to find out when they stopped growing and when to pay for their growth, that is, the shareholder.
They will benefit from the rapid expansion and growth of the company. An example in Brazil is the company WEG, which two years ago did not have high growth or high expansion, but Sometimes, rapidly expanding investors who bought in 2017 or 2018 have managed to triple their capital. This is the fourth type of stock, according to Peter Lynch: cyclical stocks.
Cyclical stocks are marked by constant expansion and contraction; they depend on the timing, or the moment in which the economy is operating. For example, the construction industry in Brazil: construction companies need interest rates to fall and the economy to improve, where savings are high, so that these companies can build and resell properties, in addition to government social programs that generate higher revenue and constant growth for these companies.
However, during crises and periods of economic downturn, these are also among the companies that suffer the most. But you can make a lot of money when these companies are on your team, when these companies are doing well. The sixth type of company, according to Peter Lynch, are turnaround stocks, also called "cigar butt" stocks by the greatest investor of all time, Benjamin Graham.
These companies are marked by unrelated highs and lows in the market and occasional great success, turning the shares into judicial recovery or restructuring, and it's a very exciting and generally extremely rewarding business. The Ar Buffett company is marked by having invested thousands and thousands when the American Express company was in constant decline; he continued to buy even when the company was reported to have been deceived and to have participated in a fraudulent scheme, the 1960s plan.
The Ar Buffett company still holds the same shares today, generating extreme appreciation. The sixth and final type of shares are shares with hidden assets. These shares differentiate themselves locally and can be used as the best possible advantage. These shares have a unique local differential. These shares cannot, for example, have a large competitor because of their logistics or their company system.
An example in Brazil is the Natura company, which has large logistics warehouses and also a large territorial expansion in Latin America, and therefore has a very large customer base. This type of share can give high returns and high... Profitability because it possesses hidden assets: These are companies that are not characterized by full expansion or showing all their characteristics or qualities.
These companies possess hidden assets that can extremely benefit their shareholders, giving them the power to acquire and buy at a value below market price and therefore also the power to sell at a profitability and above market value because the market has not discovered or is unaware of these assets.
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