The Intrinsic Value Podcast - The Investor’s Podcast Network

MI366: Bill Miller: The Man Who Beat the Markets 15 Years in a Row w/ Shawn O'Malley

Aug 26, 2024
Guest
Bill Miller
Bill Miller, a legendary investor celebrated for beating the market for 15 consecutive years, shares insights with Shawn O'Malley. They discuss Miller's unique investment philosophy, contrasting it with traditional value investing. He recounts early recognition of Amazon's potential, his bullish stance on Bitcoin, and the lessons learned from the 2008 financial crisis. Miller emphasizes the importance of factor diversification and the role of philosophy in shaping investment strategies, offering a compelling look into the mind of a successful investor.
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Episode notes
1
Intro
00:00 • 2min
2
The Investor's Journey: Philosophy and Strategy
01:48 • 9min
3
Unearthing Value in Expensive Stocks
10:52 • 9min
4
Investment Philosophy and Crisis Lessons
19:32 • 9min
5
Lessons in Financial Resilience
28:02 • 7min
6
Value Investing in the Age of Bitcoin
35:01 • 10min