Why did Mohnish Pabrai buy GrafTech? Time for an investigation! Today Jason starts his two-part investigation into GrafTech International (EAF). Part one, today’s episode, will focus on the business operations of GrafTech. We will learn about GrafTech’s business model, their history, and their very impressive “take of pay” contract strategy that they’re using in today’s graphite electrode market. We’ll also talk about electric arc furnace steel and petroleum needle coke. And then on the next episode, part two of the investigation, we’ll examine GrafTech’s price and decide whether or not we’re going to make a purchase and include it in the After Dinner portfolio.
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