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 Leave Art an audio message: anchor.fm/artofvalueinvesting Twitter: twitter.com/theartofvalue Email: theartofvalueinvesting@gmail.com

In episode 7 of The Art of Value Investing, Art discusses a recent presentation by value investing fund manager Bill Nygren, from Oakmark Funds. Bill outlined some reasons for the obvious disparity between the performance of growth and value in recent years, and how that is very likely to change, including suggesting that, like the bubble of the late 1990s, the current situation amounts to a bubble in growth stocks.  The full Bill Nygren presentation video, hosted by GuruFocus: https://youtu.be/yibOomafgxU Leave Art an audio message: anchor.fm/artofvalueinvesting Twitter: @theartofvalue

In Episode 6 of The Art of Value Investing, Art discusses the contemporary value investing approach of UK superinvestor Terry Smith. Video of the March 2019 Terry Smith presentation mentioned in this episode: youtu.be/YZM9dhiDbzI Leave Art an audio message: anchor.fm/artofvalueinvesting Twitter: @theartofvalue Email: theartofvalueinvesting@gmail.com

In episode 5, Art discusses early research and strategic analysis on Spotify. Could it become a 10 bagger over time?  Feel free to leave Art a message to share your thoughts and questions: Anchor for audio message: anchor.fm/artofvalueinvesting Twitter: @theartofvalue Email: theartofvalueinvesting@gmail.com

In Episode 4, Art discusses Christopher Mayer's 2018 book, 100 Baggers: Stocks That Return 100-to-1 and How To Find Them. How is this book relevant to contemporary value investing? 100 Baggers book: https://www.amazon.com/100-Baggers-Stocks-100-1/dp/1621291650 Leave Art a comment or question: Audio message: https://anchor.fm/artofvalueinvesting Twitter: @theartofvalue Email: theartofvalueinvesting@gmail.com

In Episode 3, after a little market news and commentary about market bubbles and manias, Art starts to look at Stitch Fix Inc, to understand the online personal styling and apparel business.

In Episode 2 Art discusses fine art in relation to The Art of Value Investing, the state of the macro environment, and taking the temperature of the stock market. He then talks about a few stocks on the radar, and if there may be any bargains to be had. Feel free to leave Art a question or comment at https://anchor.fm/artofvalueinvesting or on Twitter at https://twitter.com/theartofvalue

Welcome to the first ever episode of the The Art of Value Investing podcast, with your host Art. This brief introductory episode includes reasons the podcast was created, and what to expect from the show.