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Investing in Employees, Streamlining Financial Management, and Renting Out Your Home on Airbnb
Learn about the importance of customized benefits and retirement plans for employees, using NetSuite by Oracle to streamline financial management, and making money through Airbnb rentals.
Kyle Grieve chats with Bill Nygren and Robert Bierig about the formation of Harris Associates, their value-based investing strategy, their unique way they have their analysts and portfolio managers come to a consensus on a stock, a deep dive on an exciting underpriced business they’ve recently added in IQVIA, a look at some undervalued industries, the importance of re-evaluating your stocks regularly when information changes, and a whole lot more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
13:19 - Why calculations of intrinsic value must be adjusted regularly to ensure a degree of accuracy.
02:44 - Why focusing on long-term returns helps align them with their partners.
02:44 - How a value-based approach has shaped their investing philosophy.
07:10 - The importance of per share growth when looking at growth metrics.
22:16 - A deep dive into one of their newest portfolio additions, IQVIA.
45:42 - Which industries Bill is seeing value in right now.
53:33 - How to look at growth stocks through a value perspective with examples of Adobe and Uber.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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Connect with Robert: LinkedIn | Website
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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