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Chai with Pabrai
Presentation and Q&A at FLAME University on December 25, 2023
Feb 12, 2024
Mohnish Pabrai, investor and presenter at Flame University, discusses various investment topics including valuations, portfolio sizing, investing in global markets, and his friendship with Charlie Munger and Warren Buffett.
02:20:22
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Quick takeaways
- Investing in Turkish airports and the growth potential of duty-free business.
- Giving great businesses the benefit of the doubt and being patient with valuation concerns.
Deep dives
The appeal of Turkish airports and duty-free industry.
The speaker discusses investing in Turkish airports, emphasizing the appeal of almighty airport in Kazakhstan, which offers strong growth potential. He explains the dynamics of the duty-free business and how it contributes to the profitability of airports.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode