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Podcast: The INDUStry Show
Episode: The INDUStry Show w Monsoon Pabrai
Description: Monsoon Pabrai is the Founder, Managing Partner at Drew Investment Management - a fundamentals-driven public markets fund focused on long-term value compounding anchored in deep research shaped by years of studying capital allocators like Buffett and Munger. Her Fund typically targets high-conviction positions in durable, cash-generating businesses, with a philosophy centered on simplicity, downside protection, and asymmetric upside.