Estimating Mid Cycle Earnings and Normalizing Earnings

Bill Nygren, Chief Investment Officer at Harris Associates, joins The JRo Show to discuss his team's research process. If you’ve ever wanted to know what it’s like to work at Harris Associates, this is the podcast for you!

2 min 15 seconds – Bill’s background and career.

9 min 20 seconds – Advice for new analysts

19 min 50 seconds – The research process at Harris Associates

26 min 20 seconds – The stock pitching process at Harris

47 min – What it takes to be a good portfolio manager.

59 min 50 seconds – Bill’s personal life and expectations for the rest of his career.

1 hour 12 min - How he talks with management teams.

1 hour 16 min – Why he reads ValueLine every week

1 hour 23 min, 49 seconds – Lessons from his career