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Gilp

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  1. I will agree here, if you don't drive much, then it's a matter of taste more than cold value decision. Audis do have nice exterior/interior design. I personally like the modern Mercs' interior design, it is really well done. And one more unorthodox idea, used electric car, like a Nissan Leaf. They are cheap to buy second hand and cheap to run. There are some upsides and downsides though. Here is a good overview of living with Nissan Leaf for 6 months(great channel btw for car/tech/numbers guys outhere):
  2. "They are endless money pits" - Scotty Kilmer If you want reliable, no-brainer cars and you like the design, I would go with Toyota. Most of the Hondas are great as well. Recent Mazdas are great value for money, reliable almost as the Toyotas, have very nice design(I love them). Also consider Hyundai/Kia - very good value/features etc.. If you are willing to spend more or want more premuim brands, check out Lexus/Acura/Genesis. Especially Genesis can be a great value second hand. Avoid anything German, specially premium German(Mercedes/BMW/Audi), unless you really like them. Also better avoid anything with CVT or Dual Clutch transmissions. They tend to have many problmes and are expensive to repair. Do you have any specific models in mind? What is your budget? Willing to buy second hand? Size/shape(passenger/SUV?).
  3. Very interesting thread, shalab. I think there is a huge potential in Indian market. Seems like the best way to invest currently is through multi-national companies. You can learn and follow them easily through their financial statements, they may have a good business on it's own, plus you get the exposure to the Indian market. The large tech companies as mentioned before, and I will add FMCGs: Unilever, Nestle, Procter & Gamble, Mondelez, PepsiCo. Also beer companies have significant operations there: BUD, Heineken etc.. https://economictimes.indiatimes.com/industry/cons-products/fmcg/indian-consumer-products-market-sees-13-5-growth-in-fy18/articleshow/63980595.cms I've searched for several sources, to get more info about exposure to Indian market, but it's hard to find any kind of summary. Should dig deeper.
  4. What is bad business? Unprofitable? Operating in high-competitive field? No advantage vs. competitors? Too much debt? I think you should separate the factor related directly to business itself, and issues related to actual management. If those factor are intrinsic to the business, management will not be able to change much. If those factors do depend on management, then better management will do much better job. In general, I would avoid bad businesses, there is a reason why they are bad. Even if they trade at what might seems a cheap price. Your value for money is still low, it is basically gambling on market perception of the business, you get some crap for cheap, and hope that someone will be willing to pay more.
  5. I've just subscribed. Sounds great podcast to listen to. I would also like a "back to basics" episode. Summarizes the principles, the fundamentals and the ways of acting of the top value investors: Buffett, Lynch and others. Thank You and keep up the great work. Gil
  6. Hi all from Israel! Also staying in Vietnam from time to time. Any value investors there? :)
  7. Sportgamma, voyager, Pelagic thank you guys. Appreciate your suggestions, they are helpful.
  8. Hi guys, I'm helping a fellow friend to grow their small business. They are currently mainly in peanut butter production. They are working directly with farmers, they want to preserve sustainable growth and benefit both the farmers and the consumers with all natural and organic peanut products. They are looking for investors to grow their business, and I'm looking for your perspective as an investor. What kind of information will be interesting for you to make a decision to invest? Can you please share some great investor presentations that really focus on an important things and make it also simple to understand? Which consumer brand companies will you recommend to follow, that in your eyes doing a good job and worth looking at and study their business? Any other tips will be very welcome.
  9. Thanks for the info. You can simplify it much by searching google: "aapl transcript fool".
  10. We've seen a long time of almost zero interest rates and low inflation. There is a lot of talk recently about rising interest rates and inflation picking up, which historically make sense. Which industries and specific companies will benefit?
  11. Had an argument with a friend over the FED system, trying to figure out how FED actually make it decisions and who can influence it. Some sources over the net state that it is actually owned and controlled by the banks: http://www.globalresearch.ca/who-owns-the-federal-reserve/10489 Wiki states that it's a hybrid institution: http://en.wikipedia.org/wiki/Federal_Reserve_System So the government choose the Chair and the board, and the banks choose the regional stuff members. However after the government have chosen the members, they can do what they decide is appropriate? Who actually affect FEDs decisions?
  12. OXY and XOM looks good(low debt, profitable), but they also pretty expensive to me. BP looks good as well, but cheaper, they have some Rosneft exposure and there is the unclear Macondo thing(though they did already put a lot of cash aside and it will take a while in the court), but it looks like the cheapest oil company that will do well if the oil remains low for a while. NOV looks like a great company, well run, low debt, market leader, if the price will go down another 20% (to 50s) I think it's a good investment. It's interesting to hear your opinion on CVX vs XOM. Both look like very well managed with very low debt, however CVX is much cheaper and I don't see why(CVX have much less reserves, but it should matter only on a very long time horizon). I'm also looking at SLB, TESO, FI, PSX, DRQ, COP, HAL, UPL, CHK. Also offshore drillers may be interesting, they have low oil prices + rig oversupply, so they will suffer a lot for a couple of years. I think it may be a very good opportunity to invest, as oil must go up to around 85-90 at least, they only question is when.. :)
  13. A quick and "dirty" google search found this: http://www.wsj.com/articles/SB10001424052702303277704579348332283819314 That's just an example to basically what rishig already mentioned. The other thing maybe future technology development, like electric cars combined with Gen 4 nuclear. But it may take some 20-30 years to develop.
  14. China is a big commodity consumer, maybe there is actual slowdown there.
  15. Sometimes it is possible to know when some people headed to greatness in their young age. Sometimes it takes a lot of time to hear about these people, when you are not around. I think there are a lot of interesting people here in the community, I do believe you noticed some interesting investors that are: 1. Still young and have many more years ahead of them. 2. Are unknown in the mass media or almost unknown. Would like to hear from you, in order to follow, learn and maybe invest in their fund.
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