dymanojbabu

I just want to put it out there. Is any one looking into India EMS sector. There is huge push from India government thru PLI schemes for Electronics manufacturing, Electronics components manufacturing, Semiconductors. I was checking on few EMS companies. very promising with 20%+ revenues CAGR avalon Dixion Kaynes Amber Syrma sgs Let me know your thoughts? https://economictimes.indiatimes.com/markets/expert-view/ems-roars-with-30-growth-amber-and-syrma-lead-charge-as-margins-expand-says-praveen-sahay/articleshow/128246954.cms?from=mdr

Is anyone following or focusing on Indian government and companies push on India semiconductor and EMS manufacturing? There are new policies and tax incentives on manufacturing, EMS business. - CG Power - Kaynes Technlogy - Dixon - Tata Electronics

Thansk for sharing. Looking forward for this.

Any suggestions to attend events around Wednesday and Thursday. Please advise.

Arriving Wednesday leaving sunday

Wagons fund is hitting 52 week low.

2018 Since I opened Robinhood account.

Google to Buy Clean Power From Buffett’s Nevada Utility https://finance.yahoo.com/news/google-buy-clean-power-buffett-135458426.html

Anyone found video of Greg Abel explaining about BRK Energy and its growth CAPEX?

2023 letter is out. Buffet words are here. https://www.berkshirehathaway.com/letters/letters.html

BOC

RIP Charlie.

This is fantastic. "My three children are the executors of my current will as well as the named trustees of the charitable trust that will receive 99%-plus of my wealth pursuant to the provisions of the will. They were not fully prepared for this awesome responsibility in 2006, but they are now"

Hello did anyone know the difference between Reysas Gayrimenkul Yatirim Ortakligi AS vs Reysas Tasimacilik ??

2023 meeting is announced. any one attending?

So do you think net revenues at the end of the year negative?

loved this pod.

Any one planning to attend Boston Omaha annual meeting? We can meetup and grab coffee or something?

Hello, Did anyone come across storage space investments in suburbs? I want to connect with people to know more about this. Please reach out to me. Lets connect.

My biggest risk is Turkish devaluation. With current lira situations I can see 1 USD going to 30 liras If we invest 100 USD in Turkey. 2022 100US--> 1539.20 Lira (1USD =15.39 Lira) if stock compounds 24 times in Lira terms in 3 years its a double 2025 3078.4 Liras --> 102.6 (1USD=30 Liras) The gains are very minimum. Is that a correct assumption or I am missing some thing please advise.

Sure thanks for letting us know

BOC,FB

Stone CO

https://www.kap.org.tr/en/ara/pabrai/1 Recent shareholders meeting. https://www.kap.org.tr/en/Bildirim/1016566 https://www.kap.org.tr/en/Bildirim/1014368

Recently I have watched multiple interviews on Turkish investments by Mohnish pabrai. I dug bit more on this. I was able to find few more of his investments. 1. AgeSA Hayat ve Emeklilik A.S. 2.Anadolu Hayat Emeklilik AS 3.Reysaş Logistics 4. TAV HAVALİMANLARI HOLDİNG A.Ş. and more How I was able to find this on public disclosed platform link here. https://www.kap.org.tr/en/ I am not sure I can share here. this is my first post. Any corrections and inputs are really appreciated.