Reysaş is Down 50%: The Perfect Time to Be Greedy.. скачать в хорошем качестве

Reysaş is Down 50%: The Perfect Time to Be Greedy..

Reysaş is Down 50%: The Perfect Time to Be Greedy... In this video, I break down why I am buying more Reysaş (RYSAS & RYGYO) despite the 50% drawdown in USD terms. I cover the history of the investment (originally a Mohnish Pabrai clone), the massive "hidden" value in their warehouse assets, and why the Logistics ticker offers a unique arbitrage opportunity right now. Important Update: Please note that both tickers—Logistics (RYSAS) and the REIT (RYGYO)—have capital raises coming up. In this video, I specifically detail how the 2 billion TL raised by the Logistics side will be allocated toward debt repayment, fleet expansion, and acquiring new assets. Timestamps: 00:00 Intro 00:13 The History (Mohnish Pabrai Connection) 00:43 Company Structure: Logistics vs. REIT 01:07 The 50% Drop (Chart Review) 01:55 My Trade History (Arbitrage Strategy) 02:30 The Crown Jewel: Reysaş GYO Warehouses 03:22 Portfolio Valuation (NAV Analysis) 04:26 Rent Prices & Future Cash Flow 05:33 The Moat: Why Supply is So Low 07:26 Why I Prefer Logistics (RYSAS) 08:11 Capital Raise Details (Where the Money Goes) 09:26 Insider Buying & Conclusion Support The Channel & Connect 📈 Patreon:   / lunchinvesting   📊 My 2024 performance: +104% Twitter / X: https://x.com/LunchInvesting 🔔 Don't forget to like, subscribe, and share your thoughts in the comments! Disclaimer: This video is for entertainment and informational purposes only and does not constitute financial, investment, or legal advice. I am not a financial advisor. The views expressed are my personal opinions. All investing involves risk, and you should conduct your own research and consult with a professional before making any investment decisions. Past performance is not indicative of future results.