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….
On This Page
- What does GrafTech International do?
- Take-or-pay contracts
- Latest earnings numbers
- Price targets for GrafTech stock cut
- What bears have to say about GrafTech International
- Improvements in second half of 2020
- Here's what Pabrai likes about GrafTech
- Issues with Brookfield Business Partners
- Challenges for GrafTech
- Bullish for years
- The lollapalooza effect in GrafTech
- One other benefit for GrafTech
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