In episode 8, Art discusses a couple of recent video presentations by value investor Mohnish Pabrai, in which he talks about investing in compounders: companies with long runways of growth, and selling for reasonable prices.
Videos referenced in the podcast:
Mohnish Pabrai Lecture at Boston College - October 8, 2020
https://www.youtube.com/watch?v=ANn907GgLPs
Q&A with Mohnish Pabrai and Francis Chou at Harvard - April 7, 2020
https://www.youtube.com/watch?v=iW0Mv9zVt0o
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