2min chapter

Chai with Pabrai cover image

Mohnish Pabrai Lecture at Boston College

Chai with Pabrai

CHAPTER

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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