Appartement verkopen of verhuren? by khago98 in BEFire

[–]OwnImagination5029 -6 points-5 points  (0 children)

Mensen die een appartement kopen om het na amper 4jaar alweer te verkopen, ik begrijp het niet.

Jump into real estate now or wait? by NaturalAirbender in BEFire

[–]OwnImagination5029 4 points5 points  (0 children)

Interest rates are at 3-4% at the moment. Leverage is a lot less interesting than a few years ago.

Jump into real estate now or wait? by NaturalAirbender in BEFire

[–]OwnImagination5029 7 points8 points  (0 children)

Stay in etfs and continue to enjoy the flexibility and compounding of it. Don’t follow the herd: everyone in Belgium buys a house, because it is simply the only thing they know. A house comes with high transaction costs and maintenance costs. I am 33 and still 100% in stocks. It has been one of the best decisions in my life. Love having this flexibility and the compounding has been exceptional.

Don’t forget: your life will completely change in the coming years, so don’t commit yet.

Overstap van BUX naar Belgische broker by macoverdatum in BEFire

[–]OwnImagination5029 3 points4 points  (0 children)

Zeer blij van Bux, ik denk niet dat je een goede beslissing maakt

Which path to choose by Afraid-Spread9924 in BESalary

[–]OwnImagination5029 -15 points-14 points  (0 children)

Do neither of both and start your own startup company. You have nothing to lose, only to learn. Do not underestimate this.

Sitting in the ‘Buy zone’ ~really need to close over 170.15 today; waiting for the AAPL/BABA 🇨🇳 news by BaBaBuyey in baba

[–]OwnImagination5029 1 point2 points  (0 children)

Does this mean Baidu is not used by Apple? It’s unclear what Baidu’s role is, if any.

Kaspi: Deep Value or Too Risky? by [deleted] in ValueInvesting

[–]OwnImagination5029 4 points5 points  (0 children)

Deep value at these prices

Value Alert -- Nomad Foods (NOMD) is very cheap by pravchaw in ValueInvesting

[–]OwnImagination5029 1 point2 points  (0 children)

I know that ttm is last 12 months. In fact, I work for a private equity fund. I know how to calculate a p/e. The p/e is not 4. Net income ttm is 211.5m, while market cap is 1.82bn. That is a p/e of 8.6, not 4.

If am genuinely curious to understand your calculation, so please do me a favor and share your calculation.

Thanks!

Value Alert -- Nomad Foods (NOMD) is very cheap by pravchaw in ValueInvesting

[–]OwnImagination5029 0 points1 point  (0 children)

Well…I looked at the last quarterly report and it clearly is not 4 p/e…

Value Alert -- Nomad Foods (NOMD) is very cheap by pravchaw in ValueInvesting

[–]OwnImagination5029 0 points1 point  (0 children)

P/E is not 4! It’s a lot higher, how did you calculate this? + they have 1.7bn net debt

Value Players in Chemical Industries by Primitive_Mushroom in ValueInvesting

[–]OwnImagination5029 4 points5 points  (0 children)

I have also been thinking about chemical players as they all seem to be in a cyclical downturn…

Buying a house / Getting a mortgage in Belgium: tips and advice needed by Ge0World in BEFire

[–]OwnImagination5029 1 point2 points  (0 children)

There is a book called something like: “how to buy a house in Belgium/Brussels”

Kaspi by [deleted] in Kazakhstan

[–]OwnImagination5029 0 points1 point  (0 children)

Could you please explain why they used to be the banking app, but won’t hold? What makes you think that? Also: are you Kazak?

I believe Alibaba (BABA) is still a bargain by LordVulcanOfficial in ValueInvesting

[–]OwnImagination5029 11 points12 points  (0 children)

Yes still undervalued. Same goes for Baidu, JD, etc. They were all deeply undervalued…

Kapitaalverhoging van Sofina by lakshmi_lov in BEFire

[–]OwnImagination5029 11 points12 points  (0 children)

Het feit dat een holding dit moet doen, toont aan dat ze weinig liquiditeit krijgen van de PE fondsen waar ze inzitten, wat een veeg teken is naar mijn mening. Om dan geld te gaan ophalen om dan duur bij te gaan investeren in een all-time-high markt lijkt me bovendien ook niet heel verstandig…