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28min chapter
Interview with Todd Ahlsten of Parnassus Investments
The JRo Show
Building a Portfolio of Low Drama Quality Compounders
The speakers discuss investing in long term quality compounders, using Praxair Lindy as an example. They emphasize the wide use and importance of industrial gases, the company's monopolistic position, and consistent growth. They also highlight the secret sauce to investing in long-term secular growth businesses with innovation and cyclicality, using semiconductors as an example.
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