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Indhold leveret af Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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#39 The Optimizer

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Manage episode 440651861 series 2973097
Indhold leveret af Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

48 episoder

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#39 The Optimizer

Behind the Balance Sheet

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Manage episode 440651861 series 2973097
Indhold leveret af Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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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