Mohnish Pabrai Lecture at Boston College
Chai with Pabrai
What Is the Secret Behind the Crop Industry Monopoly?
i've studied the business for more than six years, and i have met with them a few times. The coiser doesn't really like to meet investers. They have plants that are, you know, bleeding, bleeding, red ing on. Rain doesn't get to usually red ink plants. Ther plants stay profitable while their competitores plants are bleeding red ink. I do not understand fully why the competitors cannot cloan it. These are obscure to me. But it remains a mystery. It's very tangible, and it's there, but we can't put a finger on it."
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