We Study Billionaires - The Investor’s Podcast Network TIP 117 : Value Investing Legend, Bill Miller (Business Podcast)
Dec 18, 2016
Value Investing Legend, Bill Miller, discusses the miscalculation of Amazon's value, the possibility of bond yields reaching 6%, Apple's capital allocation improvement, and the value of Tesla. The conversation also covers screening techniques, investment mistakes, the correlation between inverted yield curves and economic stress, and the benefits of the American Express Business Gold Card for small business owners.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
Risk Tolerance and the Value of Growth
03:42 • 9min
Reaching a 6% Nominal Rate of Return
12:53 • 6min
Screening Techniques and Valuation Analysis
18:23 • 12min
Investment Mistakes and Crisis Recognition
30:24 • 9min
Inverted Yield Curves, Real Estate Market, Tesla's Valuation, and Bill Miller's Performance
39:27 • 10min
Enhanced American Express Business Gold Card Benefits and Features
49:50 • 2min