

Interview with Bill Miller IV of Miller Value Partners
9 snips Jun 11, 2024
Investment manager Bill Miller IV discusses Miller Value Partners' investing strategy, risk management, bitcoin thesis, and team structure. Topics include portfolio management philosophy, insider buying, idea generation, valuation, and incorporating macro factors in investing decisions.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Interview with Bill Miller IV on Active Fund Management Startup and Investment Strategies
01:55 • 15min
Bitcoin: A Revolutionary Monetary Technology with Investment Potential
17:00 • 11min
Insights on Public .com, Binchat .io, and Bitcoin investing through ETFs
28:02 • 3min
Discussion on Grayscale Bitcoin Trust Performance and Miller Value Partners Investing Team
31:18 • 2min
Effective Stock Coverage and Investment Idea Evaluation
33:12 • 13min
Stock Pitch Criteria, Technical Analysis, and Investment Strategies
45:44 • 14min
Future Direction and Commitment to Clients
59:22 • 7min