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Chai with Pabrai
Mohnish Pabrai’s Q&A session at the SumZero Top Stocks Investor Summit on February 9, 2023
Mar 7, 2023
Renowned investor Mohnish Pabrai discusses value investing, Turkish market opportunities, and investment strategies. Topics include Coca-Cola İçecek, Ferrari stock regrets, FX risk in Turkey, TAV Airports, Brookfield investments, and comparisons between Alibaba and Tencent. Insights on Indian Energy Exchange, Adani Group, and tech giants like Amazon, Apple, and Microsoft. Also, a macroeconomic discussion on the US economy, inflation trends, and geopolitical risks.
54:03
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Quick takeaways
- Investment opportunities arise in times of market distress like the Turkish stock market situation.
- Emphasizing the importance of thorough research and long-term conviction for successful investing.
Deep dives
Investing Opportunities in Turkey Amid Tragedy
Despite the tragic events unfolding in Turkey, investment opportunities present themselves as the market prepares to reopen after a temporary closure. The Turkish stock market experienced significant drops due to the market limits being hit consistently. This situation has created potentially more attractive valuations for investors willing to navigate through the uncertainties.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode