u/Fodeworks ·
Reddit — r/ValueInvesting
· 2026년 6월 24일, 23:32
· ⬆ 16 포인트
· 💬 5 개 댓글
| Reddit에서 보기 ↗
AI 요약
=== 요약 ===
- 이 게시물은 저자의 15년 투자 경험에서 얻은 교훈을 공유합니다: 기다리는 것의 어려움과 너무 일찍 거래에 진입하는 경향, 이로 인해 결국 성공하기 전에 고통스러운 손실을 겪는다는 점입니다.
- COVID 위기 당시 석유 회사 주식을 매수한 사례를 사용 – 일찍 진입하여 35% 이상 하락했지만, 결국 그 베팅은 엄청난 성과를 거두었습니다.
- 새로운 가치 투자자들에게 천천히 포지션을 구축하고 시장 혼란에 서두르지 말라고 조언하며, 인기 없는 거래는 시간이 지나면 종종 반등한다고 말합니다.
- **품질 평가**: 일반적인 투자 지혜와 개인적 일화; 잘 연구된 실사 분석이나 구체적인 실행 가능한 투자 의견이 아님 – 행동/전략적 게시물에 가깝습니다.
=== 심리 ===
혼합
=== 투자 아이디어 ===
이 게시물에는 실행 가능한 투자 아이디어가 없습니다.
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▶ 전체 게시글 텍스트
So I’ve been reading a LOT of SaaS articles out there, many of them complaining about how value investing sucks or these bullish calls were awful and I’d just like to add my two cents based on some experience I’ve had for anyone out there that’s newer to this stuff.
I’d like to start off with a lesson that I’ve learned the very hard way and that is that it’s EXTREMELY hard to stay on the sidelines and wait once you’ve found a compelling stock or sector. This is what for the first 15 years of my investing career lead me to be early on basically every call that I made and then I’d ride it down an additional 35% before things eventually worked out.
As a recent example during the COVID crisis I was pretty keen to buy oil companies because I never bought into the story that EVs were gonna replace ICE vehicles overnight but I was early, and the weeks and months after my purchase were very very painful. However the bet ultimately paid off enormously, but it was a very challenging time to be long and wrong.
So I guess what I’m saying is that with any market dislocation don’t be too eager to jump in right away and all at once, these things take time to play out and the best positions will get built over time. When you do decide to wade into a position do it slowly because things can often drop further. Being in an unpopular trade feels awful but more often than not it doesn’t stay unpopular forever.
Best of luck to everyone out there and I hope all your trades work out!