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27min chapter
Mohnish Pabrai’s Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023
Chai with Pabrai
Investment Opportunities in TAV and Brookfield
Discussion on investing in TAV airport business with a focus on its rare permanent concession in Almaty, Kazakhstan, and investment insights on Brookfield highlighting its strong recurring revenue. The chapter also covers sovereign wealth fund investments, challenges in office properties, and evaluations of companies like Alibaba and Process, with insights on Indian Energy Exchange and the valuation considerations for high-quality infrastructure assets.
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