Mohnish Pabrai Lecture at Boston College
Chai with Pabrai
Rain Industries
Rain is a basically outa, maybe somewhat of an above average business. It does have a gifted capital allicator. They don't really beat their chests and tell you that they are locas producer. In fact, hardly ever shows up anywhere in any of their writings or transcripts or anything. And so there in this commodity space where their margins fluctuate. Sometimes the industry is in bad shape and a lot of competitors are losing money.
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