The Intrinsic Value Podcast - The Investor’s Podcast Network MI301: Deep Value: Timeless Strategies, New Insights w/ Bill Nygren and Robert Bierig
4 snips
Oct 24, 2023 
"The Investor’s Podcast Network" welcomes Bill Nygren and Robert Bierig. They discuss Harris Associates' value-based investing strategy, their unique consensus-building process, an exciting underpriced business they've added, undervalued industries, and the importance of regular stock reevaluation. Listen in for timeless strategies and new insights!
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Value-based Investing and Strategies for Success
01:30 • 14min
The Successful Framework of Analysts and Fund Managers at Harris Associates
15:10 • 3min
Investing in Employees, Streamlining Financial Management, and Renting Out Your Home on Airbnb
18:22 • 3min
Overview of Iqvia
21:23 • 15min
Analyzing Growth Drivers and Value Models
36:16 • 5min
Analyzing Spreads and Value Investing
41:36 • 15min
Learning about Oakmark's investment philosophy through quarterly reports
56:59 • 2min