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    20240713 – ๋ง์› ์‚ฐ์ฑ…

    ๋””๋…ธ -

    ์ €๋… ์‚ฐ์ฑ… 5์›” 3์ผ๊ณผ 10์ผ์˜ ๊ฑฐ๋ฆฌ

    ๋””๋…ธ -
    ํ‡ด๊ทผ ์‹œ๊ฐ„์— ์ผ์„ ์‹œ์ž‘ํ•˜๋Š” ์ด๋“ค์„ ๋‹ด์•˜๋‹ค. ๊ฑฐ๋Œ€ํ•œ ๊ธฐ๊ณ„๋Š” ์‚ฌ๋žŒ์ด ํ•  ์ˆ˜ ์—†๋Š” ์ผ์„ ํ•œ๋‹ค.     ๊ทธ๋ƒฅ ์ž ์„...

    ๋ถ€์ฑ„์˜ ์˜ํ–ฅ(The Impact of Debt) : 2024๋…„ 5์›” 4์ผ ํ•˜์›Œ๋“œ ๋ง‰์Šค์˜ ๋ฉ”๋ชจ(MEMOS FROM HOWARD MARKS)

    ๋‚˜๊ณ ์•ผ์˜ ๋ฐค – 20240404

    ์„ ์œ ๋„์˜ ๋น›

    ๋…ธ์„ ๋น›๊ณผ ํ•จ๊ป˜ํ•œ ์‚ฐ์ฑ…

    2023๋…„ 10์›” ํ•„๋ฆ„์œผ๋กœ ๋‹ด์€ ๊ตํ† 

    2024 F1 ์ผ๋ณธ ์Šค์ฆˆ์นด ๊ทธ๋ž‘ํ”„๋ฆฌ ์ง๊ด€ ์ค€๋น„ – ํ‹ฐ์ผ“, ํ˜ธํ…”, ํ•ญ๊ณต๊ถŒ ๋ฐ ๊ตํ†ตํŽธ (update 2024.03.14)

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