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Unidentified Speaker — Legendary value investor Mohnish Pabrai on Reysas, Position… [ul84Pn-02Pk]

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Claims by Unidentified Speaker — Legendary value investor Mohnish Pabrai on Reysas, Position… [ul84Pn-02Pk] (3)

Assets like Almaty airport would not be available at 3x cash flow valuations on the New York Stock Exchange due to competition among bidders and higher market efficiency.

factualinvesting

Meta took a $2 billion charge last quarter related to office consolidations, demonstrating the scale of the corporate real estate correction underway.

factualbusiness

Ferrari is a business with 80% margins, which Pabrai considers an incredible business, though he was initially annoyed by the SUV, he understands they had to do it.

factualbusiness

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