Nazi ezinye ezimbini iiparele zobulumko ezivela kuPeter Lynch eziza kukunceda ukhethe amasheya amakhulu okuthengisa .
"IiNkampani ezinkulu zihamba phambili, iiNkampani ezincinane zihamba phambili."
Isitya ngasinye esimele sibheke isabelo sobunikazi kwishishini langempela. Iimakethe sele ibona ukuba yintoni leyo nto ifanelekileyo ngexabiso layo langoku. Ngoko ke, ukuba ulindele ukuba inkampani ikhule ngokuxabisa enye yezinto ezintathu kufuneka zenzeke.
- Ikhampani iyanda. Kubathengisi, oku kukhethwa ngokuthengiswa kwendalo kunye nokukhula kwevenkile.
- Iinkampani zentsebenzo (imivuzo, ukuthengiswa, iinjongo zengeniso, njl njl njl) ziphucula.
- I-marhwebo ayinakulinganisekanga isitokisi, okanye umgangatho wayo awuyiqondi ngokupheleleyo.
Omkhulu, omncinci, abathengisi bahlala befumana ezimbini kwezi zigaba. Ukuba bayakwazi ukukhula ngobomi kwaye abathengi bayabathanda, baya kwandisa iminyaka. Akwahanjiswanga ngokubanzi ngabahlalutyi, ngoko ke amathuba abo aphantsi kwexabiso aphezulu.
Abatyalomali bamaziko bavame ukuphepha iinqwelo ezincinci iminyaka, kuba abanako ukuthenga amasheya anele ukuchaphazela umgca wabo ophantsi. Xa ekugqibeleni baqala ukuhlawula inani elincinci lezabelo, umthamo womthengisi omncinci omncinci unokunyuka ngokukhawuleza.
Anditsho ukuba akufanele uthenge abathengisi beentengiso ezinkulu; Ndiyathetha nje ukuba kufuneka ube neenjongo ezahlukeneyo kubo.
Thatha i-Depot yasekhaya ngomzekelo. Liyinkampani enkqenkqezayo, kodwa ngeentsuku ezingaphezu kwama-2 000 iintsuku zayo zokukhula ngokukhawuleza ziphelile. Yiyiphi into efanelekileyo kodwa ngoku ixabiso lentlawulo (P / E) 22, oku kuthetha ukuba ixabiso lokukhula.
Ngamanye amagama, ukuba i-Home Depot ineendawo ezininzi zokukhula okanye ukulinganisela okungakumbi, kungenza utyalo-mali olulungileyo. Nangona kunjalo, ukuhlaziywa ngokucebile ngamathuba okukhula okuncinci kukuhlanganiswa kakubi. Ufanele ukwazi ukuba uluhlu luni lwamasheya akho awela kuyo (ixabiso leemidlalo, abahlawuli bezabelo, abavelisi abakhawulezayo, njl.) Ukuze ukwazi ukuba ungalindela ntoni kubo, kwaye ngoko uyazi ukuba ukulinganisela kwabo "kunotyebile."
"Ukuba Ndingakuphepheli I-Stock Yodwa, Iya kuba yiSitorethi esiphezulu kunazo zonke kwiShishini elishona kakhulu."
Izitoko ezitshisa, kumashishini ashisayo, zihlala zishushu kakhulu ukuphatha. Ukuxabisa i-stock njenge-Amazon.com kunzima. Ekubeni wonke umntu kufuneka abe nalo, ukugqibelela kuxabiso lentengo yaloo nto. Naliphi na i-miscue ingathumela izabelo. Ingxenye yesizathu sesabelo asizange iwele, kodwa kukuba iinkomo ziyaxela izinto ezintle kwiimveliso ezintsha kunye neenkonzo (ifu, ukusakaza, njl.) Ezingenzi inzuzo enkulu namhlanje. Oku akuqhelekanga; amashishini ashushu asoloko eshintsha.
I-Amazon.com inokuqhubeka iqhubela phambili, kodwa ukuhlaziya apho kuya kuba khona kwixesha elizayo kuthatha ukunyuka kokholo.
Ukuba ungaziva ukhululekile ukwenza loo nto, unokukhetha isitokethi ngala "iimpawu ezivunyelweyo" zeLynch.
- Kusemgangathweni, eqikelelweyo, ishishini elingaze liguqulwe okanye lidwebe ngokukhuphisana.
- Yandisa inzuzo kwizinga elizinzileyo (15-25%).
- It has a niche and delighted customers.
- Kule radar. Awunakuva uhlalutya oluninzi malunga nokuphakamisa, kwaye akukho mntu kwiqela le-cocktail eliza kukuxelela ukuba likhethi elikhethiweyo.
Umzekelo omkhulu walolu hlobo lwesitokisi uPhambi kweMigca yokuSebenza. It has a niche, eqhubekayo impumelelo, kunye nomzekelo olula kwaye oqikelelweyo. Ngoxa kungekho mntu wayekulindela ubukhulu kulo mfuyo, umvuzo wakhe wenyuka malunga ne-20% ngonyaka ngaphezu kweminyaka emihlanu.
Ukufumana umvuzo, ukukhokelela kwiziphumo ezikhethekileyo; isitoksi senyuka ngaphezu kwama-200% kwiminyaka emihlanu (umxhesho wama-78% we- S & P 500 ).
Ngexesha elithile, kungekudala, ukufikelela kwinqanaba lokuthengiswa kweemarike njengeSebe lasekhaya elikhankanywe ngasentla. Ekugqibeleni zombini iisitokisi zeP / E ziza kutsalwa kwaye ziya kuba kwi-radar yam njengemidlalo yokuxabisa. Wonke umthengisi uhamba kwindawo eyahlukileyo kumjikelezo walo wokukhula, kwaye ngamnye unokuba ngumtsalane olungileyo kwixabiso elifanelekileyo.
Abanqobileyo abaza kuba yi-Next Advance Auto Parts. Ngenhlanhla, ukuba uyayikhumbula le mithetho, unokufumana. Ngaphambi kokuhamba ngaphantsi kweeRall Streets radar iminyaka. Ebudeni bendlela, bekuhlala kunendawo yokukhula, i-earnings engaguqukiyo, kunye niche enkulu. Kuye kwikhompyutha yokukhula engcolileyo, ama-American aqhuba iimoto ezindala kwaye azilungise, kwaye liye lalawula loo shishini. Okubaluleke kakhulu, i-shishini layo alizange libe phantsi kweentloko ezinkulu okanye utshintsho, ngoko ke kulula ukufumana ingxelo.
Funda kwi-Legend
Nangona ungeke ulindele ukufanisa ukusebenza kukaPeter Lynch, wafumana i-29.2% yokubuya ngonyaka iminyaka engama-13, unokufunda kwisicwangciso sakhe. Ubulumko obuphethwe kwezi ngcaphuno kunokukunceda ukhethe amasheya amakhulu athengisa iminyaka ezayo.
Ukuchazwa: andinayo nayiphi na isitokethi esichazwe kweli nqaku kwaye akukho zicwangciso zokuthenga izabelo kwiiyure ezingama-72 ezilandelayo. Ungaze uthenge naziphi na izitokhankaso ezikhankanywe apha (okanye naphi na enye) ngaphandle kokwenza uphando lwakho.