Chai with Pabrai cover image

Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Bangalore (Rural) on December 24, 2023

Chai with Pabrai

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Identifying a Hidden Gem in the Turkish Market

This chapter explores an exciting investment in the Turkish company Resas, highlighting its market capitalization of $20 million compared to a liquidation value of $800 million. The discussion includes the company's stable rental income from industrial warehouses and the rationale behind investing $8 million for a significant stake.

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