IPO CDIA PALING OVERSUBSCRIBED TAHUN INI -- KENAPA BISA GITU? BERSAMA ANDRY HAKIM | THE FITPOST SHOW

Summary

This video podcast features a conversation on investment strategies, market dynamics, and the importance of selecting the right industry for success. The discussion highlights how buyer behavior, market psychology, and industry fundamentals impact stock prices. It also emphasizes the role of choosing high-potential sectors, where growth can be substantial, versus smaller industries with limited potential. The video stresses that smart investment decisions are intertwined with understanding both market conditions and industry trends. Viewers are invited to attend educational events hosted by Andri Hakim to further explore these concepts.

Takeaways

• 😀 External buyers should be carefully monitored in investment deals, especially when their involvement isn’t locked in.
• 😀 The psychology of investing is crucial: As long as no one sells an asset like SAM, its price will continue to rise, but selling will cause a drop.
• 😀 Industry selection plays a vital role in investment success—some industries have natural growth ceilings while others can skyrocket.
• 😀 Investors should avoid being tempted by short-term gains. The real value comes from strategic, long-term holding in sectors with potential.
• 😀 Some industries, like chemicals, infrastructure, and energy, have a trillion-dollar potential and can offer significant returns on investment.
• 😀 Being in the right field is essential for success—no matter how smart you are, if you’re in the wrong industry, growth will be limited.
• 😀 No matter the intelligence or resources an investor has, their success is often bound by the industry they choose to invest in.
• 😀 The stock market is influenced by both euphoria and fundamentals. Success depends on balancing investor excitement with solid business fundamentals.
• 😀 Choosing a good investment field is as important as choosing the right business in real life—both impact potential growth and scalability.
• 😀 Education and networking are key in staying ahead. Attending classes and podcasts like those by Andri Hakim can provide invaluable insights.
• 😀 The ceiling of growth in an industry is not always determined by external factors but by the nature and limitations of the field itself.

Q & A

What does the script say about the role of external parties in stock investments?

The script emphasizes the potential risk posed by external parties who are not 'locked' or fully committed to the investment. If external parties can access stocks and are motivated by financial gain, they may sell their shares, leading to a drop in stock prices. It's safer when investors or parties involved are locked in, as this prevents uncontrolled selling.

What does the script imply about the temptation to sell after gaining profit?

The script suggests that once an investor gains a significant profit, such as turning 50 million into 100 million, the temptation to sell can arise. This temptation can cause stock prices to fall. The key takeaway is that if no one sells, the price will continue to rise, but any sale can disrupt this upward momentum.

What is the significance of fundamentals and industry in investing, according to the script?

Fundamentals, particularly the industry a company operates in, are crucial for determining its growth potential. The script highlights that certain industries, like chemicals, infrastructure, and shipping, have large-scale growth potential, while other sectors, like food and beverage (FnB), may have a ceiling that limits how much they can grow.

How does the concept of choosing the right field relate to success in investing and business?

The script stresses the importance of selecting the right field or industry to achieve significant wealth. If an individual operates in a sector with limited growth potential (e.g., selling meatballs), even the most skilled person won't be able to achieve large-scale success. The right field offers greater opportunities for growth and financial gain.

What is meant by 'locked' and 'unlocked' parties in the context of investment?

A 'locked' party refers to an investor who is committed to holding their investment, thereby preventing sudden selling actions that could disrupt the market. An 'unlocked' party is someone who can freely sell their shares, which may lead to volatility, especially if external parties are involved.

What are the potential risks of external parties accessing an investment, according to the discussion?

External parties who are not locked in can introduce instability by selling off shares. This can drive down the stock price, as people who are tempted by money may decide to sell once they see gains. The primary risk is a loss of control over the stock price, leading to volatility and reduced confidence in the investment.

Why is the idea of a 'ceiling' in certain industries important in the context of investing?

The 'ceiling' concept refers to the idea that some industries have inherent limitations in terms of growth potential. For example, industries like FnB have a smaller ceiling compared to sectors like infrastructure or shipping. Investors need to consider whether an industry can scale significantly before investing in it.

What is the main advice given regarding choosing the right field in business and investments?

The main advice is to choose an industry with substantial growth potential. Regardless of intelligence or skill, being in a field with limited opportunities will restrict success. In contrast, being in a high-growth field increases the chances of achieving significant wealth.

How does the idea of 'euphoria' relate to the growth of stocks and investments?

The script touches on the importance of balancing euphoria (or excitement) with sound fundamentals and financial backing. Euphoria can drive stock prices up temporarily, but without strong fundamentals and a solid industry behind the investment, this growth will not be sustainable.

What does the script suggest about the role of Mr. Andri Hakim and his educational efforts?

Mr. Andri Hakim is portrayed as an expert offering educational resources, including regular classes and podcasts. The script invites viewers to attend his classes and learn more about investment strategies, demonstrating his role as a mentor and educator in the investment field.