REYSAŞ OVER $1B..
6:35
Ай бұрын
Why You Don't Have MULTIBAGGERS..
6:22
Пікірлер
@alikayadibi9227
@alikayadibi9227 21 сағат бұрын
thank you
@jasonmohr6571
@jasonmohr6571 Күн бұрын
You're portfolio mirrors Mr. Pabrai's
@lunchinvesting
@lunchinvesting Күн бұрын
@@jasonmohr6571 Indeed it does, Im a shameless cloner!
@lunchinvesting
@lunchinvesting Күн бұрын
Hey everyone, thank you for watching my video. I hope you found it informative and helpful. If you did, please give it a thumbs up and subscribe to my channel for more content like this. For detailed analysis on Turkish stocks and to support the channel, feel free to join my Patreon here : patreon.com/LunchInvesting?Link
@felipelara6389
@felipelara6389 9 күн бұрын
Do you know what happened to the price of Reysas stock, plunged from US$1.78 to 0.60. Has it been another stock split?
@lunchinvesting
@lunchinvesting 9 күн бұрын
@@felipelara6389 yes you're probably looking at an unadjusted price. You can use tradingview for USD&split adjusted charts.
@felipelara6389
@felipelara6389 9 күн бұрын
@@lunchinvestingthank you. Just called Fidelity and they knew nothing about it.
@Hank-ry9bz
@Hank-ry9bz 12 күн бұрын
why in the sam hill doesnt turkey just raise its interest rates? 70% inflation is bonkers
@jasonmohr6571
@jasonmohr6571 13 күн бұрын
Would Anadulo ever sell there position in Coca Cola? Even partially?
@lunchinvesting
@lunchinvesting 13 күн бұрын
@@jasonmohr6571 I don't think so
@jasonmohr6571
@jasonmohr6571 13 күн бұрын
I'm glad to have found someone who has insight on this stock. May I ask a question? What's with the current EPS? $2.1 per share in the red. Why? What is your estimate for forward earnings?
@giuseppetrucco4722
@giuseppetrucco4722 Ай бұрын
I am somewhat worried about Pabrai’s Wagons Fund having exited both Reysas stocks. Have you got any idea of the reason why?
@lunchinvesting
@lunchinvesting Ай бұрын
@@giuseppetrucco4722 Wagons Fund never owned Reysaş, it's the hedge funds that own 33% of RYSAS (still). You can verify this on RYSAS' KAP site.
@maxence6460
@maxence6460 Ай бұрын
Impossible to buy Turkish equities on IB or Degiro.
@lenraake4964
@lenraake4964 Ай бұрын
On IB you can buy some ADR's. For example Anadolu Efes with the Ticker AEBZY or TAV Havilamanlari with the ticker TAVHY
@lukemaloney-grimes5816
@lukemaloney-grimes5816 23 күн бұрын
Fidelity
@CHADTHUNDEROCK
@CHADTHUNDEROCK Ай бұрын
How can I buy Icecek if I don't live in Turkey? I can't find a broker in Europe that has the stock.
@lunchinvesting
@lunchinvesting Ай бұрын
In the US, Fidelity allows trading of Turkish stocks, but unfortunately, I'm not aware of any brokers in Europe that offer this option.
@gabisammut
@gabisammut Ай бұрын
Nice one Lunch!
@lunchinvesting
@lunchinvesting Ай бұрын
Hey everyone, thank you for watching my video. I hope you found it informative and helpful. If you did, please give it a thumbs up and subscribe to my channel for more content like this. For detailed analysis on Turkish stocks and to support the channel, feel free to join my Patreon here : patreon.com/LunchInvesting?Link
@babyprince84uk
@babyprince84uk Ай бұрын
Amazing video! Thanks! Immediately subscribed. I have a question, I looked rygyo income statement. It says that 16,979 m Turkish lira is coming from interest and investment income. What do they mean by that?
@arangotan
@arangotan Ай бұрын
Where do you see the financials? Reysas Logistik’s website hasn’t been updated since Q1 2024
@joecatchman1647
@joecatchman1647 Ай бұрын
Are you buying the Turkish shares or the depository receipts?
@lunchinvesting
@lunchinvesting Ай бұрын
Turkish BIST shares.
@petrecarabasu6674
@petrecarabasu6674 Ай бұрын
​@@lunchinvestinghow can I buy reysas shares if I am not a turkish citizen?
@lunchinvesting
@lunchinvesting Ай бұрын
@@petrecarabasu6674 You can use Fidelity for Turkish stocks if you're from US
@ikerlaindeacha8402
@ikerlaindeacha8402 Ай бұрын
@@lunchinvesting and if i am from spain/europe do you know?
@lunchinvesting
@lunchinvesting Ай бұрын
@@ikerlaindeacha8402 unfortunately no. But I'd try to call the brokers available and ask them on the phone. Please let me know if any of them allow it
@arranmacdonald6897
@arranmacdonald6897 Ай бұрын
Interestingly I think this is one of the few Buffett takes that didn't age well. I think he'd probably agree with Ackman now that that was a suspect time at which to be buying in stock.
@kubex2383
@kubex2383 2 ай бұрын
Lunch out here making us Lunch Money $$ 🙏
@cameronmitchell5854
@cameronmitchell5854 2 ай бұрын
Thanks lunch - always appreciate the updates on your thoughts
@lunchinvesting
@lunchinvesting 2 ай бұрын
@@cameronmitchell5854 Thank you! Glad to hear it :)
@Wander_more_x
@Wander_more_x 2 ай бұрын
So you are saying the best is yet to come
@lunchinvesting
@lunchinvesting 2 ай бұрын
@@Wander_more_x Future is always unknown, Im just sharing what I'm doing for educational and entertainment purposes :)
@lunchinvesting
@lunchinvesting 2 ай бұрын
Hey everyone, thank you for watching my video. I hope you found it informative and helpful. If you did, please give it a thumbs up and subscribe to my channel for more content like this. For detailed analysis on Turkish stocks and to support the channel, feel free to join my Patreon here : patreon.com/LunchInvesting?Link
@samonaro65
@samonaro65 2 ай бұрын
In August CCOLA had a stock split... so don't think share price dropped like crazy😂
@LTPSHT
@LTPSHT 2 ай бұрын
Bok gibi İngilizce.... Midem bulandı
@patrickheiskanen2610
@patrickheiskanen2610 2 ай бұрын
Very interesting! Thankyou
@omergurbuz1653
@omergurbuz1653 2 ай бұрын
Üstadım CCI'dan da alım yaptım. Portföy renkleniyor. Sevgilerimle <3
@MuhammedNecatiPolat
@MuhammedNecatiPolat 2 ай бұрын
I think you should also mention the effects of boycott. It effects both consumption and the valuation imo
@lenraake4964
@lenraake4964 2 ай бұрын
Thank you for sharing. Will be interesting to see if the volume is going to go up again or if the boycotts are going to stop soon.
@alikayadibi9227
@alikayadibi9227 2 ай бұрын
very good explanation
2 ай бұрын
Thank you for sharing!
@Simpo3
@Simpo3 2 ай бұрын
do you live in Turkey or how can you buy the stock ? In Europe it isn't even possible to buy turkish stocks. I can only buy ADRs but these exist only for AnadoluEfes and TAV.
@lunchinvesting
@lunchinvesting 2 ай бұрын
Yes I do. In US, Fidelity allows Turkish trades but for Europe, I don't really know. You can try Exante but other than that I don't know. Thank you for the comment.
@lunchinvesting
@lunchinvesting 2 ай бұрын
Hey everyone, thank you for watching my video. I hope you found it informative and helpful. If you did, please give it a thumbs up and subscribe to my channel for more content like this. For detailed analysis on Turkish stocks and to support the channel, feel free to join my Patreon here : patreon.com/LunchInvesting?Link
@omergurbuz1653
@omergurbuz1653 2 ай бұрын
Güncelleme için teşekkürler. Pabrai şefin pozisyonlarından çok geç haberdar oldum. Ülkemizde yatırımın kumar tadında olması sayesinde sabırlı yatırımcının yüzünün her daim güleceğini düşünüyorum. Takipteyim.
@kubex2383
@kubex2383 2 ай бұрын
Did $RYSKF stop trading? Is there any volume on this stock?...the price seems wonky recently.
@marcopolo3936
@marcopolo3936 2 ай бұрын
I think you can sell shares to keep your interest in the company the same (as % of total float) when valuations are high
@josephwillyyose3443
@josephwillyyose3443 3 ай бұрын
More like 10 times adjusted for inflation
@magatoote
@magatoote 3 ай бұрын
Pabrai sold efes and cci in his wagons fund as of Sept 30th 2024. He also was careful to reference th weight in the fund as of June 30th 2024.
@hansgeorg313
@hansgeorg313 25 күн бұрын
Wrong
@hansgeorg313
@hansgeorg313 25 күн бұрын
10% of the Wagons Fund are in CCI, Anadolu Grubu and Anadolu Efes.
@MDMSL65
@MDMSL65 3 ай бұрын
Interesting video. Unfortunately, their website (in English) barely works, regardless of the device or browser I use, so I cannot view their financial statements.
@masarbeqa9952
@masarbeqa9952 3 ай бұрын
If you look at the wagons fund website it seems that monish sold his efes and cci shares as of 30/09/24
@SomethingInvestor
@SomethingInvestor 3 ай бұрын
pabrai sold efes, icecek and anadolu group why if it was such an amazing investment? @lunchinvesting
@alikayadibi9227
@alikayadibi9227 3 ай бұрын
what is better buying rygyo or rysas?
@lunchinvesting
@lunchinvesting 3 ай бұрын
@@alikayadibi9227 It depends on the investor’s profile. Personally, I hold a ratio of around 5-6 RYSAS shares for every 1 RYGYO share in my portfolio. Thanks for your question! :)
@rogerstone953
@rogerstone953 3 ай бұрын
Hey what do you think about current valuation of $RYGYO and $RYSAS as a new investor? Would you put new capital into either of these two at current valuations?
@AbdulahChouehne
@AbdulahChouehne 3 ай бұрын
Good job on the update, very nicely done! Do You know which European stockbroker offers Reysas and TAV stocks for EU residents? Is there any possible way that You know of for EU residents to buy these stocks that doesn't include traveling to Turkiye and buying stocks through Turkish brokers?
@lunchinvesting
@lunchinvesting 3 ай бұрын
Thank you for the kind words, I appreciate it! Regarding your question, Exante may be an option for EU residents looking to access Turkish stocks. However, I can't confirm this with complete certainty and the details. It's always best to reach out directly to their support or check their platform for specific information on their offerings related to Borsa Istanbul stocks. If Exante doesn't work, you might need to explore other international brokers or local options that facilitate trading in Turkish equities for EU residents.
@venelinkabakchiev9942
@venelinkabakchiev9942 3 ай бұрын
Thanks for the analysis - helpful as always for long-term investors!
3 ай бұрын
Great content as always!
@luispaz6908
@luispaz6908 3 ай бұрын
Excellent update. Very exciting. Thank you.
@lunchinvesting
@lunchinvesting 3 ай бұрын
Thanks for watching!
@lunchinvesting
@lunchinvesting 3 ай бұрын
Hey everyone, thank you for watching my video. I hope you found it informative and helpful. If you did, please give it a thumbs up and subscribe to my channel for more content like this. For detailed analysis on Turkish stocks and to support the channel, feel free to join my Patreon here : patreon.com/LunchInvesting?Link
@giovannazhao8277
@giovannazhao8277 3 ай бұрын
Thanks for the video. What do you make of Wagons fund recent disclosure on its investment in AG Anadolu Grubu Holding A.Ş.? i understand that is the holding company for EFES. Any thoughts on why MOnish invested in all 3 links of the chain? (grubu, efes and CCI)? thanks again
@lunchinvesting
@lunchinvesting 3 ай бұрын
I don't want to speculate. The next call of the fund is in March, and I believe we'll hear the reason by then. Thank you so much for watching!
@magatoote
@magatoote 3 ай бұрын
Actaullly the call was in september 2024 and he sold, Grubo, Efes and CCI
@lunchinvesting
@lunchinvesting 3 ай бұрын
Hey everyone, thank you for watching my video. I hope you found it informative and helpful. If you did, please give it a thumbs up and subscribe to my channel for more content like this. For detailed analysis on Turkish stocks and to support the channel, feel free to join my Patreon here : patreon.com/LunchInvesting?Link
@collinmiller8866
@collinmiller8866 3 ай бұрын
The transaction for the Russian operations did not go through. It wasn’t approved by Russian officials.
@lunchinvesting
@lunchinvesting 3 ай бұрын
@@collinmiller8866 It didn't with the way it was. We'll wait for more news.
@collinmiller8866
@collinmiller8866 3 ай бұрын
@@lunchinvesting Yeah, we will see if they can work it out.
@magatoote
@magatoote 3 ай бұрын
And boom. New deal
@collinmiller8866
@collinmiller8866 3 ай бұрын
It’s getting hammered lately buying more?
@lunchinvesting
@lunchinvesting 3 ай бұрын
@@collinmiller8866 yes.
@collinmiller8866
@collinmiller8866 3 ай бұрын
@@lunchinvesting yeah 4x net income is pretty tasty.
@blinytm1955
@blinytm1955 4 ай бұрын
What is the reason for the recent downturn of the stock, is this only because of the Russian deal or is something else that i'm missing?
@lunchinvesting
@lunchinvesting 4 ай бұрын
I don't know, honestly don't care about the price actions in the short term but a general bear market can be observed in BIST currently, I'd guess that Russian deal had an impact as well. Thank you for your comment.
@MikeK-f2c
@MikeK-f2c 4 ай бұрын
Hi mate, great channel, and wonderful insights. I am considering Turkish markets and will look into joining your Patreon channel. I was screening for Turkish stocks and came across a micro cap Turkish retail REIT called Panora. The numbers looks very good, but I am unable to read up further as all info are in Turkish. Would be great if you could have a look and share your views.
@lunchinvesting
@lunchinvesting 4 ай бұрын
Thank you for your interest! Unfortunately, I’m not familiar with Panora, and I currently don’t have the time to delve into their business for a detailed analysis. I also prefer not to offer just a surface-level overview. I recommend keeping an eye on the Turkish market though-it has some interesting opportunities. Best of luck with your research, and feel free to check out my Patreon for other deep dives I’ve worked on!
@wizardaxis944
@wizardaxis944 2 ай бұрын
Hey, 20% of my portfolio is Panora GYO. Its main asset is the Panora shopping mail which is Ankara where I live. If you want the financials I suggest you type in KAP (Kamu aydınlatma platformu) in google. If you have any questions about Panora or other companies, I can give you my contact.
@wizardaxis944
@wizardaxis944 2 ай бұрын
Hey, Panora GYO is about 20 percent of my portfolio. Its main asset is the Panora Mall its near where I live. If you want more info I can give you my contact.