In a recent interview with Barron’s, value investor Christopher Davis delves into two critical investment considerations: identifying the right businesses to own and determining the appropriate price to pay for them.
In a recent interview, Bill Nygren from Oakmark reflects on his 40-year investment career, highlighting the significance of both financial metrics and management quality in selecting companies.
In his latest Q3 2024 commentary, Bill Nygren answers a number of interesting questions from their investors.
In this with NYU professor Aswath Damodaran, Aswath shares his unique perspectives on several interesting investment topics, blending academic rigor with practical insights. He also offers his advice for the average investor, emphasizing the importance of focusing on preserving and growing wealth rather than chasing outsized returns.
In this interview with Bloomberg, Cliff Asness from AQR discusses how market inefficiencies are becoming more pronounced and persistent over time.
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.
Bill Nygren explains why it’s important to buy a stock at a discount to its intrinsic business value.
