“The Super Investors Are Buying BIG.”
Kaspi is a buy: core Kazakhstan business is a growing monopoly with strong cash flow, and the Turkey expansion offers asymmetric upside.
Now, this one only shows up as a very small position for Monish at the current time, but I wanted to include this one because I have a feeling it could be a much bigger position for him in the future.
And the reason I say that is because just a few weeks ago, I spoke to Monish for about an hour, and most of that time he just wanted to talk about Kaspi.