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13min chapter
Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024
Chai with Pabrai
Acquisition of Amati Airport and Investment Portfolio Insights
This chapter explores the strategic acquisition of the Amati Airport in Kazakhstan by TAV, discussing its ownership structure, duty-free operations, and revenue potential. It also delves into the speaker's investment portfolio, focusing on their significant allocation to Turkey and their favorite US investment in coal. The discussion touches on investing strategies, challenges faced by investors like David Einhorn, and the importance of identifying value differentials for investment decisions.
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