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Bill Nygren - Fundamental Investing From A Generalist’s Perspective

Value Investing with Legends

CHAPTER

ExxonMobil

"It's trying to really poke as many holes as we can in the idea as possible," he says. "If I wake up this morning thinking that ExxonMobil is really an interesting idea and I'd like to own it in the portfolio, I can't buy it." The list has about 100 large and mid-cap names on it which governs what any of us who are portfolio managers can purchase. 'I certainly 100% agree with that, but it doesn't seem natural to a lot of executives'

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