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16min chapter
Mohnish Pabrai's Interview at the Meb Faber Show on July 28, 2023
Chai with Pabrai
Investing in Turkey and Identifying Opportunities
The chapter explores the speaker's interest in investing in Turkey and their experiences with foreign investing. They discuss the ratio of GDP to market cap in Turkey, the impact of high inflation on businesses, and highlight investments in Turkish companies with no correlation to inflation. The chapter emphasizes the influence of macro factors on foreign markets and the importance of trusted individuals on the ground to understand the realities in other countries.
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highlights
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