Agreed. Most parents and kids do the commute so they can live where they can afford.
Agree on market share and revenue increase possibilities. Given that this is not a wide-moat business I don’t think they can get to 50B market cap...
Moderators, How can I like this a 100 times?
@sash As an individual buyer how can I buy wholesale? Please advise
Thanks Paul. In fact we looked at a few Allams yesterday and fell in love with one. Given about 100K price cut it is very tempting. The killer is...
I would like to get some thoughts on pros and cons of buying a H&L from the developer directly vs buying H&L second hand from a seller...
Thanks all for your responses which has given some food for thought. I will add a little bit more and answer some points raised:
To be precise I am comparing buying 35 year old property in Cherrybrook (2126) against buying a new H&L property in The Ponds (2769) or Kellyville...
How to identify good LICs?
Thats my hope too, however apart from early mover advantage I don’t see any moat for BNPL players at this point.
APT 10X from here?
My bet is on:
And Uber- 10X in the other direction ;)
Thanks for the replies. Interesting to see more buy in 1 year and, wait and watch than sell
Appreciate your response to understand the sentiment on the forum given current market and elections.
I am wondering if any of you have recent information on the property market conditions in Logan- is it softening? Do you see a number of...
Interesting experiment. How do you research your stocks?
I want to invest in Indian stocks and looking for a suitable mode. Please share if you know.
Thanks all for the tax considerations comments. I checked google/ Indian stock exchange websites and there is a cumbersome process to do it. The...
Checked. Doesn’t support India
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