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How Scott Galloway Turned $8M into $120M Through Investing
2025/5/16
My First Million
S
Scott Galloway
一位结合商业洞察和个人故事的畅销书作者、教授和企业家。
Scott Galloway: 我一直强调逆向投资的重要性。我发现，那些看起来不性感的、充满风险的领域，往往蕴藏着巨大的回报机会。例如，我对破产公司的债权投资，以及对Yellow Pages这样的传统行业的投资，都获得了非常可观的回报。我认为，真正的投资机会往往隐藏在那些被市场忽视或误解的角落里。我总是寻找那些被低估的资产，并进行深入的研究和分析，以发现其中的价值。同时，我也非常注重风险管理，会对我的投资组合进行压力测试，以确保我能够应对各种不利情况。我的目标不是追求快速致富，而是通过稳健的投资策略，实现长期的财富增长和保值。
Scott Galloway: 此外，我也强调多元化投资的重要性。我不仅投资于不同的资产类别，如股票、房地产和债权，还注重地域分散，将我的投资分散到美国、欧洲和亚洲等不同的市场。我认为，通过多元化投资，可以降低投资组合的整体风险，并提高获得稳定回报的可能性。当然，我也承认，多元化投资变得越来越困难，因为全球市场的关联性越来越强。但是，我仍然会尽力寻找那些与市场走势不相关的投资机会，以实现更好的风险调整回报。
Deep Dive
Scott Galloway shares his experience of turning a $2.2 million investment in FTX bankruptcy claims into an estimated $15 million. He describes the process of acquiring claims, the risks involved, and the significant return he achieved due to the subsequent rise in the value of Anthropic shares held by FTX.
- Turned $2.2 million into an estimated $15 million by investing in FTX bankruptcy claims.
- Purchased claims at 22 cents on the dollar, expecting 50 cents on the dollar return.
- Significant return due to the rise in the value of Anthropic shares held by FTX.
- Highlights the importance of due diligence and risk assessment in distressed investing.
Shownotes Transcript