Amazon is mentioned as a comparison point for lower geopolitical risk, contrasting with Kaspi.kz.
Source Post
Mohnish Pabrai Bet: Why Kaspi.Kz Is Trading at an 8x P/E (KSPI)
Sep 3, 2026
This video discusses Kaspi.kz (KSPI), a dominant tech company in Central Asia, which is currently trading at a low P/E ratio of around 8x, suggesting it's significantly undervalued. The creators highlight that legendary value investor Mohnish Pabrai has taken an interest, initially establishing a small 'tracking position' in his personal portfolio and then a larger one in his ETF, indicating a strong conviction despite the company's geographic location and perceived risks.
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Tickers discussed in this post
Apple is mentioned as a comparison point for lower geopolitical risk, contrasting with Kaspi.kz.
Kaspi.kz (KSPI) is presented as a dominant, highly profitable tech monopoly in Central Asia, currently trading at a dirt cheap 8x P/E ratio, making it a compelling investment opportunity.
Linked Signals
Tracked calls opened from this post
KSPIbuy opened Sep 3, 2026
-15.00%