Description
Anthony Bolton is best known for Fidelity Special Situationsfund’s 19.5% pa returns, 6% above his benchmark, over a 28 year period. He was not only a highly accomplished investor but was both revered and liked by his colleagues. Pragmatic, unfailingly courteous, courageous, and universally popular, he exhibits none of the arrogance that is sometimes exhibited by successful investors with far inferior performance.
In a first for this podcast, this interview was recorded live at the Library of Mistakes in Edinburgh on November 21, 2024, in front of an audience of investors, professional and amateur.
Lionel Barber is the former editor of the Financial Times
and probably the only journalist on the planet to have interviewed Presidents Obama, Trump and Putin. Under his stewardship, the FTÂ metamorphosed from a newspaper into a digital subscription business, and was sold to the Japanese company...
Published 10/17/24
Bill Nygren has been at Harris Associates for over 40 years and considers himself a value investor. Yet his portfolio has owned Netflix, Amazon and Meta recently, while Alphabet is his largest position. Bill explains his unusual but highly effective approach to value investing.
Harris has also...
Published 09/19/24