Q: Hello,
Have your thoughts on Graftech changed since your last comment? Mohnish Pabrai..a deep value investor took a decent size position on this company. I would love to hear your thoughts. At first glance this seems like a nice niche company with a monopoly in graphite electrodes. Brookefield also seems to an interest in this company. Thank you for your insight.
Shyam
Have your thoughts on Graftech changed since your last comment? Mohnish Pabrai..a deep value investor took a decent size position on this company. I would love to hear your thoughts. At first glance this seems like a nice niche company with a monopoly in graphite electrodes. Brookefield also seems to an interest in this company. Thank you for your insight.
Shyam