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Kandungan disediakan oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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#39 The Optimizer

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Manage episode 440651861 series 2973097
Kandungan disediakan oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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 constructed a unique organisational methodology to handle investing mistakes – I have never encountered a process in which the analyst is changed when the stock doesn’t go to plan. Bill explains why and other techniques in this fascinating discussion. Steve was so looking forward to this conversation and Bill didn’t disappoint.

  continue reading

52 episod

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#39 The Optimizer

Behind the Balance Sheet

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Manage episode 440651861 series 2973097
Kandungan disediakan oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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 constructed a unique organisational methodology to handle investing mistakes – I have never encountered a process in which the analyst is changed when the stock doesn’t go to plan. Bill explains why and other techniques in this fascinating discussion. Steve was so looking forward to this conversation and Bill didn’t disappoint.

  continue reading

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