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Bill Nygren - Fundamental Investing From A Generalist’s Perspective

Value Investing with Legends

CHAPTER

The Pandemic or the Law of Financial Care?

I think it's a fascinating point that in a way, Google has this more different problem than Microsoft. Because of course, they already have the dominant positions. So for them introducing AI solutions to some of the search queries of their customers, you have to see how it's going to impact one of the best businesses right now in place. Whereas for Microsoft, they really need to get into this business. I couldn't be more proud of how our investment team stepped up to that challenge in March of 2020.

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