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GrafTech

Discussed in 1 interview.

Interviews

• Fall 2019 Mohnish Pabrai Pabrai Funds Interview, p. 1 ↗, continues p. 22

  Mohnish on the difference between compounding a portfolio and owning compounders, why he avoids borrowed money and shorts, IPSCO and GrafTech, and investing in South Korea.

  Companies: IPSCO, GrafTech Deep valueInternationalPortfolio construction