Category: Alphabet

Bill Nygren: A Modern Approach To Value Investing

In this interview, Bill Nygren reflects on his career mistakes and lessons learned. These insights highlight the importance of balancing conviction with caution in investing and the need for value investors to adapt their strategies to include companies with significant intangible assets.

Bill Ackman: 2025 Annual Investor Presentation

In his 2025 Annual Investor Presentation, Bill Ackman provides his view on Pershing Square Holdings (PSH) strategic roadmap. Bill also shares his in depth thoughts on the portfolio and key business developments in the companies he owns such as Nike, Brookfield and Uber.

Bill Ackman: 2024 Investor presentation

In his annual presentation to shareholders, Bill Ackman gives an overview of the fund, the investment strategy and the companies in the portfolio.

Bill Nygren: Why Alphabet is still a good case

In an interview with Morningstar, Bill Nygren, Portfolio Manager of the Oakmark Select Fund since 1996, talks about First Eagle’s investment process and reviews five of their investments, including Alphabet.