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Bill Nygren - Fundamental Investing From A Generalist’s Perspective

Value Investing with Legends

CHAPTER

The Pandemic and the Great Financial Crisis - A Case Study of Stocks

The market wasn't really differentiating between the companies that were at the eye of the storm and those that weren't. And it's not like anything in our portfolio was selling at 90% of value. So I'll stay on the financials and say, we think they're much better businesses today than they were when they got so hard hit in 2008. The Fed is stuck out there on an island fighting inflation without much help from either fiscal policy or trying to increase the supply of labor.

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