Reimagining Value Investing | 13min snip from We Study Billionaires

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TIP247: Legendary Investor Bill Miller (Business Podcast)

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CHAPTER

Reimagining Value Investing

This chapter discusses a prominent investor's insights on value investing in relation to emerging companies and cryptocurrencies. It critiques traditional valuation metrics and emphasizes intrinsic value assessment based on future cash flows, illustrated with real-world examples. Additionally, it addresses shifts in investor behavior, risk perceptions, and offers advice for aspiring value investors.

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On today's show we talk to legendary investor Bill Miller. Miller holds the record for 15 consecutive years beating the S&P 500 as a mutual fund manager. Since 2009, Miller has outperformed the market by achieving a 20.4% annual return.

IN THIS EPISODE YOU’LL LEARN:

How Bill Miller thinks about the Trade War and the implications for the stock investor
How Bill Miller are sizing his equity positions
Why Bill Miller is fully invested in stocks right now
Why the traditional value investing approach has been broken since the 1990s
Ask The Investors: How can value investors use momentum strategies?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Bill Miller’s Investing Website.
Bill Miller’s Deep Value Strategies.
Listen to Preston and Stig’s interview with Bill Miller about Apple, Amazon, and Tesla or watch the video.
Listen to Preston and Stig’s interview with Biller about Stocks, Commodities, and Bitcoin or watch the video.

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