Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - November 7, 2019
Chai with Pabrai
00:00
Financial Insights: Ipsco vs. GrafTech
This chapter examines the financial landscapes of Ipsco and GrafTech, delving into their cash flows, cost structures, and unique market positions. It highlights the production challenges of Needle Coke, the implications of growing demand from the electric vehicle sector, and strategic capital allocation decisions within the industry.
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