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*Based on some insightful comments here and on Twitter, it appears that a capital increase process is going on which has optically cut the stock price in half. This may affect the valuation presented in this video. The attached spreadsheet considers a valuation with the market cap value before the cut in stock price.*
In this video I discuss Mohnish Pabrai’s investment in the Turkish company Reysas Logistics (RYSAS, RYSAS.IS). Pabrai owns 30% of this company. He started buying in late 2019. Recently the stock has fallen more than 50%. Is now an ideal time for investors to buy into the company, or is it a trap? I cover an overview of the businesses, Pabrai’s involvement in the company and his investment thesis, and discuss a liquidation value valuation for the business. Is this a spawner or a value trap? Please let me know in the comments below if you find a way to invest in Turkish companies from the United States.
Please like the video and subscribe to the channel to stay up to date with more investing videos. Thank you for watching! If you liked this video, please check out my discussion of Alibaba (BABA): https://youtu.be/dZtjx3UbV9I or my analysis of Nintendo (NTDOY): https://youtu.be/8ubZnb9ICoE
Reysas Tasimacilik ve Lojistik Ticaret A.S. is headquartered in Istanbul, Turkey.
Timestamps:
00:24 – Business Overview
00:58 – Pabrai’s Thesis and Valuation (Use his valuation!)
03:49 – Valuation (*Based on some insightful comments here and on Twitter, it appears that a capital increase process is going on which has optically cut the stock price in half. This may affect the valuation presented in this video. The attached spreadsheet considers a valuation with the market cap value before the cut in stock price.*)
Valuation Spreadsheet: https://docs.google.com/spreadsheets/d/1bMplPkBCs3LIg70sptDnkxCGse7qt69AjWMTU63Z7Lo/edit?usp=sharing
Music provided by GameChops – (great collection of LoFi Nintendo beats)
https://smarturl.it/ZeldaChill2
Note: This is not investment advice! This video is for education and entertainment purposes only.
#RYSAS#$RYSAS#REYSAS#RYSAS.IS
The post Mohnish Pabrai’s Cheap Turkish Microcap: Time to Buy? (RYSAS Business, Pabrai’s Valuation Explained) appeared first on HumanitasConnects.
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