Inderes Coffee Room (Part 10)

You have gone to India to inspect Incap’s factory

17 Likes

This is boring, but probably the most likely answer of all those previously presented, as Mikael would hardly otherwise sponsor a trip to India unless the country and its operations were critical for the share, as is the case with Incap.

Of course, it is possible that while the CEO was on sabbatical, travel funds were much more loosely available than before :cowboy_hat_face:

17 Likes

tom-and-jerry-new-york-dizzy-3949962120
There are countless Finnish companies operating in India, and it’s still worth it for the rest to get involved, as not everything has been said yet. It would be even worse if the country were Bangladesh or Pakistan, as that would further increase the difficulty. Now, OSINT experts, bring your skills to the fore!

5 Likes

Is this guessing game called off when the correct answer comes, and is this coffee room reserved for this guessing game until a result is reached?

Quite a nice idea, but in my opinion, in the wrong thread.

3 Likes

Am I the only one interested in who that analyst is? Was a friend perhaps taken from a competitor, as they don’t look even remotely familiar?

110 Likes

The picture was taken either from the roof of the Incap factory or from the nearby Mandaragiri hill. Presumably, Google’s AI search didn’t identify the location correctly because there is no official Street View view at that specific location, but there are amateur panoramic photos (I found the photo’s location by researching the hills near Tumkur in Google Earth). :face_with_monocle:

Edit: There is also a Wikipedia article about the place: Mandaragiri - Wikipedia

22 Likes

India and Metso. And the rest of the characters………………………………….

2 Likes

Lahti, Kempower and some @Verneri_Pulkkinen relative.

11 Likes

I’ll guess Scanfil and Malaysia. The Johor Bahru factory expansion has just been completed there.

EDIT: I was wrong. The city is even mentioned in the picture. At least a couple of people got the country right…

1 Like

Gibraltar, that is, belongs to Britain :slight_smile: So Thomas Westerholm, watching Sunborn’s hotel ships.

4 Likes

Apologies for the delay and congratulations to @haahuilija on the win! :partying_face: @Antti_Viljakainen will still be providing updates in a video from here this week! :saluting_face:

20 Likes

I thought that the stock-picking monkey was just a metaphor, but Inderes’ model portfolio team is ready for even radical solutions to improve the return percentage. I appreciate it!

61 Likes

Classic dart-throwing monkey :sweat_smile:

It’s hardly this gloomy in India at this time of year, so not the worst commute destination :slight_smile:

6 Likes

For a while now, I’ve had the idea that Inderes could raise money from client companies and go film videos in distant countries where companies have operations, in the style of Madventures, with two people and a video camera, such as from Asia or the US.

A red convertible speeds at a dizzying pace across the hot Mojave Desert, slamming scorching Nokian tires onto the even hotter asphalt surface. The laughter of the long-haired driver drowns out the roar of the Detroit big-block engine. In the passenger seat sits a bespectacled and more technology-oriented traveler, sipping McDonald’s burning and bitter coffee from a Huhtamäki cup. On this road, there is only one direction. It is the city of sins.

33 Likes

What do you think of this thread? https://ylilauta.org/talous/28iyq9

Is Sampsa “Jeppez420” Tikkala a fabulist or a god trader who actually prints millions?

5 Likes

Post merged into topic: Ask & Answer about Investing

In the Americas, they are not used to proper index concentrations.

HEX, the unrestricted Helsinki Stock Exchange general index, was at its best (or worst) 70% Nokia.

The same story in South Korea with Samsung.

In Denmark, Novo Nordisk.

Globally, stock market concentration is more the rule than the exception.

10 Likes

Taiwan is also a prime example of this; TSMC accounts for over half of the stock market index and is larger than Taiwan’s GDP.

12 Likes

I am not a moderator, but I would not want to see discussion or links to Ylilauta threads on the Inderes forum.

Regarding the topic itself: I don’t believe Jeppez is a scammer.

8 Likes

I’m not an Ylilauta fan either, but that thread actually has good critical analysis on the topic.

Jeppez’s actions do make me suspicious. I’ve always gone by the principle that if something sounds too good to be true, it probably isn’t. Why does he want so much publicity in the first place? It doesn’t make sense.

9 Likes