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GrafTech International: Why This Pabrai Favorite With A Strong Moat Could Be A Great Buy Now [In-Depth]

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Jacob Wolinsky
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Mohnish Pabrai likes GrafTech International Ltd (NYSE:EAF), and he’s not the only one. Various firms have been writing about the company off and on over the last few years, so it’s one stock many investors are considering. There are plenty of good things in the company’s financials right now, but there are also some concerns, just as there are with any investment.

Q4 2019 hedge fund letters, conferences and more

We looked at Pabrai's thesis for GrafTech and compared it with the views of analysts and others who have written or spoken about it over the last year or two.

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid