@@jasonmohr6571 Indeed it does, Im a shameless cloner!
@lunchinvestingКүн 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
@felipelara63899 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?
@lunchinvesting9 күн бұрын
@@felipelara6389 yes you're probably looking at an unadjusted price. You can use tradingview for USD&split adjusted charts.
@felipelara63899 күн бұрын
@@lunchinvestingthank you. Just called Fidelity and they knew nothing about it.
@Hank-ry9bz12 күн бұрын
why in the sam hill doesnt turkey just raise its interest rates? 70% inflation is bonkers
@jasonmohr657113 күн бұрын
Would Anadulo ever sell there position in Coca Cola? Even partially?
@lunchinvesting13 күн бұрын
@@jasonmohr6571 I don't think so
@jasonmohr657113 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?
@giuseppetrucco4722Ай бұрын
I am somewhat worried about Pabrai’s Wagons Fund having exited both Reysas stocks. Have you got any idea of the reason why?
@lunchinvestingАй 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.
@maxence6460Ай бұрын
Impossible to buy Turkish equities on IB or Degiro.
@lenraake4964Ай 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-grimes581623 күн бұрын
Fidelity
@CHADTHUNDEROCKАй 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.
@lunchinvestingАй 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.
@gabisammutАй бұрын
Nice one Lunch!
@lunchinvestingАй 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
@babyprince84ukАй 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?
@arangotanАй бұрын
Where do you see the financials? Reysas Logistik’s website hasn’t been updated since Q1 2024
@joecatchman1647Ай бұрын
Are you buying the Turkish shares or the depository receipts?
@lunchinvestingАй бұрын
Turkish BIST shares.
@petrecarabasu6674Ай бұрын
@@lunchinvestinghow can I buy reysas shares if I am not a turkish citizen?
@lunchinvestingАй бұрын
@@petrecarabasu6674 You can use Fidelity for Turkish stocks if you're from US
@ikerlaindeacha8402Ай бұрын
@@lunchinvesting and if i am from spain/europe do you know?
@lunchinvestingАй 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
@arranmacdonald6897Ай 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.
@kubex23832 ай бұрын
Lunch out here making us Lunch Money $$ 🙏
@cameronmitchell58542 ай бұрын
Thanks lunch - always appreciate the updates on your thoughts
@lunchinvesting2 ай бұрын
@@cameronmitchell5854 Thank you! Glad to hear it :)
@Wander_more_x2 ай бұрын
So you are saying the best is yet to come
@lunchinvesting2 ай бұрын
@@Wander_more_x Future is always unknown, Im just sharing what I'm doing for educational and entertainment purposes :)
@lunchinvesting2 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
@samonaro652 ай бұрын
In August CCOLA had a stock split... so don't think share price dropped like crazy😂
@LTPSHT2 ай бұрын
Bok gibi İngilizce.... Midem bulandı
@patrickheiskanen26102 ай бұрын
Very interesting! Thankyou
@omergurbuz16532 ай бұрын
Üstadım CCI'dan da alım yaptım. Portföy renkleniyor. Sevgilerimle <3
@MuhammedNecatiPolat2 ай бұрын
I think you should also mention the effects of boycott. It effects both consumption and the valuation imo
@lenraake49642 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.
@alikayadibi92272 ай бұрын
very good explanation
2 ай бұрын
Thank you for sharing!
@Simpo32 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.
@lunchinvesting2 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.
@lunchinvesting2 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
@omergurbuz16532 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.
@kubex23832 ай бұрын
Did $RYSKF stop trading? Is there any volume on this stock?...the price seems wonky recently.
@marcopolo39362 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
@josephwillyyose34433 ай бұрын
More like 10 times adjusted for inflation
@magatoote3 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.
@hansgeorg31325 күн бұрын
Wrong
@hansgeorg31325 күн бұрын
10% of the Wagons Fund are in CCI, Anadolu Grubu and Anadolu Efes.
@MDMSL653 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.
@masarbeqa99523 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
@SomethingInvestor3 ай бұрын
pabrai sold efes, icecek and anadolu group why if it was such an amazing investment? @lunchinvesting
@alikayadibi92273 ай бұрын
what is better buying rygyo or rysas?
@lunchinvesting3 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! :)
@rogerstone9533 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?
@AbdulahChouehne3 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?
@lunchinvesting3 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.
@venelinkabakchiev99423 ай бұрын
Thanks for the analysis - helpful as always for long-term investors!
3 ай бұрын
Great content as always!
@luispaz69083 ай бұрын
Excellent update. Very exciting. Thank you.
@lunchinvesting3 ай бұрын
Thanks for watching!
@lunchinvesting3 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
@giovannazhao82773 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
@lunchinvesting3 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!
@magatoote3 ай бұрын
Actaullly the call was in september 2024 and he sold, Grubo, Efes and CCI
@lunchinvesting3 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
@collinmiller88663 ай бұрын
The transaction for the Russian operations did not go through. It wasn’t approved by Russian officials.
@lunchinvesting3 ай бұрын
@@collinmiller8866 It didn't with the way it was. We'll wait for more news.
@collinmiller88663 ай бұрын
@@lunchinvesting Yeah, we will see if they can work it out.
@magatoote3 ай бұрын
And boom. New deal
@collinmiller88663 ай бұрын
It’s getting hammered lately buying more?
@lunchinvesting3 ай бұрын
@@collinmiller8866 yes.
@collinmiller88663 ай бұрын
@@lunchinvesting yeah 4x net income is pretty tasty.
@blinytm19554 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?
@lunchinvesting4 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-f2c4 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.
@lunchinvesting4 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!
@wizardaxis9442 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.
@wizardaxis9442 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.