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RWH020: The Disciplined Growth Investor w/ Fred Martin
We Study Billionaires - The Investor’s Podcast Network
What Should I Remove From My Life?
I was fascinated with the way. Bill Miller, who's just stripped back so much of his life. So just focusing on what he is really good at and loves. I'm not a short seller, but it just struck me that he loaded up with dividend paying brand name financial service companies in 0706 and 08,. They got killed. And I thought to myself, I don't know if there was a way to figure out what they were worth. It looked like the right thing to do for end names, pays a dividend, worried about the markets. But I'm not sure that [Miller] really knew what he owned or how many shares he had. He'd made an absolute fortune
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