Samantha McLemore, Miller Value Partners - We're In Optimism With Pockets Of Euphoria | #329
The Meb Faber Show - Better Investing
00:00
I Love the Portfolio
Bhut: I love reading yals writing. And one of your quotes, when you were talking about sort of investment opportunities, i love you kind of sprinkle in different quotes. Bhut: It applies to holdings too. Some of these big compounders. You want a hundred bagger? Well, you may hope it's going to come in a year, but in reality, it's probably a dec k plus. But we think this company is worth 18. We're excited that they reered it a number of years ago and are doing really well.
Play episode from 16:38
Transcript
