"We strive to be intellectually honest at all times, maintaining a willingness to change our mind when we are wrong." Seth Klarman
In the second quarter of 2019, Mohnish Pabrai's Pabrai Investments started buying GrafTech International Ltd.
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The value investor and his team kept buying the stock into the second half of the year, building up a position worth nearly 10% of the firm's assets under management.
IPSCO 2.0
Pabrai later commented that the company reminded him of a business called IPSCO, which he'd previously owned in the first part of the 2000s.
The value investor explained his IPSCO...
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