Monsoon’s Substack
Monsoon PabraiMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 5 | Founded | 2 years ago | Last Issue | 3 months ago |
| Active | |||||
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monsoonpabrai.substack.comLatest Issues
Gimat Magazacilik Sanayi ve Ticaret A.S. (GMTAS.IS)
Gimat Gross is an Ankara-based wholesaler-retailer that trades under the ticker GMTAS.IS on the Istanbul Stock Exchange. Gimat began life as a cooperative of food traders. Today it is a listed company with a growing retail footprint, a deep...
American Express
At Drew, we like to own businesses that can be held for a long time without the need for constant tinkering. American Express is one of those. It has been in our funds since inception, and it exemplifies the kind of company we look for: a d...
BYD
BYD is the largest electric vehicle manufacturer in China. The EV industry has interested investors since at least the early 2000s, with periods of both hype and pessimism, and there are now numerous entrants with different approaches.
BYD...
AI Training
AI Training
A robot gets trained with focused commands with constant refinement. I used to work in business development at a beauty robotics company. We took photos of nail beds every day with as many people as possible to train the robot...
Investing in Indian Public Equities
Due to 200+ years of British colonization in India, English is widely spoken in India. It is the world’s largest democracy. Elections have been fairly held for 70+ years with outcomes respected by all parties and peaceful transfers of power...
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Authors
The writers behind this newsletter.
Managing Partner @ Drew Investment Fund. UC Berkeley Alum!
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