《The Super Investors Are Buying BIG.》
Kaspi值得买入：哈萨克斯坦核心业务是增长中的垄断业务，现金流强劲，土耳其扩张提供不对称上行空间。
现在，这个目前对Monish来说只是一个非常小的仓位，但我想把这个包括进来，因为我有一种感觉，未来这可能会成为他一个更大的仓位。
Now, this one only shows up as a very small position for Monish at the current time, but I wanted to include this one because I have a feeling it could be a much bigger position for him in the future.
我这么说的原因是，就在几周前，我和Monish谈了大约一个小时，大部分时间他都只想谈论Kaspi。
And the reason I say that is because just a few weeks ago, I spoke to Monish for about an hour, and most of that time he just wanted to talk about Kaspi.
有一家总部位于哈萨克斯坦的公司叫Kaspi，是哈萨克斯坦的微信。
There's a company based in Kazakhstan called Kaspi, the WeChat of Kazakhstan.