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Borsgade
In this interview, Bill Nygren from Harris Associates, explains his quite unconventional approach to value investing. Despite being a value investor, his portfolio has recently included tech giants like Netflix, Amazon, Meta, and Alphabet (his largest position). Bill shares his highly effective approach to value investing and the various strategies.
Here are the key takeaways on Bill’s investment philosophy:
And I think one of the biggest lessons learned over being the 23-year-old kid who started in this business to the other end of 40-plus years doing it today is realizing how important the people are.
You know, you come into this business, you’ve got spreadsheet skills that run circles around the more senior people, but they’ve got the nuance of being able to understand the importance of qualitative and the importance of assessing the people you’re investing with. You know, a lot of our holdings, we probably average five years for a typical holding.
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