Interview with Bill Nygren
Listen now
Description
Bill Nygren, Chief Investment Officer at Harris Associates, joins The JRo Show to discuss his team's research process. If you’ve ever wanted to know what it’s like to work at Harris Associates, this is the podcast for you! 2 min 15 seconds – Bill’s background and career. 9 min 20 seconds – Advice for new analysts 19 min 50 seconds – The research process at Harris Associates 26 min 20 seconds – The stock pitching process at Harris 47 min – What it takes to be a good portfolio manager. 59 min 50 seconds – Bill’s personal life and expectations for the rest of his career. 1 hour 12 min - How he talks with management teams. 1 hour 16 min – Why he reads ValueLine every week 1 hour 23 min, 49 seconds – Lessons from his career
More Episodes
About Miller Value Partners Investing strategy and philosophy Why being too dogmatic about the definition of value may not work in your favor Portfolio management philosophy Risk Management On why he doesn’t short or use options His thesis on bitcoin and why he considers himself to be a...
Published 06/11/24
Published 06/11/24
About Vela Investment Management Vela investment philosophy Vela portfolio management philosophy Why he offers a long/short strategy and uses options Vela’s iterative research process Idea generation Ric’s macro views Vela’s valuation methodology Selling vs trimming What’s next for Vela...
Published 06/06/24