Kaspi (KSPI) is presented as a potential value investment due to its strong flywheel, attractive valuation, and significant fund interest, despite recent price drops.
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Mohnish Pabrai Bought This Stock — Should You? (Kaspi Stock Analysis)
Jun 15, 2026
This video analyzes Kaspi (KSPI), a company Mohnish Pabrai has invested in, highlighting its potential as the "Amazon of Kazakhstan." The creator explores Kaspi's integrated marketplace, fintech arm, and credit portfolio, emphasizing its powerful flywheel and network effects. Despite a 40% drop from recent highs, the stock trades at an attractive forward PE of 6.5, suggesting potential value, especially in an expensive market. The analysis covers financials, growth, and expansion into Turkey.
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KSPIbuy opened Jun 15, 2026
+3.11%