บทเรียนน่าคิด... ผ่านคู่จิ้นหุ้นดังสหรัฐ (2)

efinAI

ดร. บุญธรรม รจิตภิญโญเลิศ, CFPmacroviewblog.com ขอนำเสนอภาคต่อจากบทความโดยผู้เขียนของ Dow Jones News Service เมื่อครั้งก่อน ว่าด้วยการเปรียบเทียบหุ้นรายตัวที่เป็นคู่ ซึ่งมีสไตล์ดูเหมือนที่แตกต่าง โดยทำในลักษณะที่คล้ายกับเบนจามิน เกรแฮม เขียนไว้ในหนังสือเล่มดัง พร้อมเรียนรู้ข้อคิดที่น่าสนใจสะท้อนแนวคิดการลงทุนแบบเน้นคุณค่าจากข้อสรุปของการเปรียบเทียบ ดังนี้ หุ้น Valeant Pharmaceuticals International (ธุรกิจยา) vs. Valmont Indus-tries, Inc. (ธุรกิจอุปกรณ์ด้านอุตสาหกรรม) ในปี 2015 Valeant เหมือนหุ้นที่ดูมีเรื่องราวว่าจะประสบความสำเร็จอย่างยิ่งใหญ่

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