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dymanojbabu

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Posts posted by dymanojbabu

  1. 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"

  2. On 2/11/2023 at 4:10 PM, Charlie03 said:

    It's significant that TAV Airport's revenue is denominated in euros and dollars and costs in lira, but their loans are in euros, so that could be a deal breaker for Mohnish's thesis.

     

    Source: TAV Airport's 2021 annual report. 

    Skærmbillede 2023-02-11 kl. 22.03.57.png

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

  3. 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. 

     

  4. 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.

  5. 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. 

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