

The JRo Show: Interview with Bill Nygren
4 snips Oct 2, 2023
Bill Nygren, Chief Investment Officer at Harris Associates, discusses his team's research process, stock pitching, portfolio management, and advice for new analysts. He also shares insights on his personal life, interacting with management teams, and the importance of reading ValueLine weekly. The podcast delves into the journey of Nygren in the investment industry, analysts' daily activities, tax awareness in portfolio management, and succession planning in investment firms.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
The Journey of Bill Nygren in the Investment Industry
02:21 • 14min
Inside the Analysts' Daily Activities
16:34 • 22min
Exploring P/E Multiple Expansion and Investment Meetings
38:48 • 6min
Exploring Mid-Cycle Earnings and Sustainable Growth for Businesses
45:07 • 4min
The Importance of Tax Awareness in Portfolio Management
49:26 • 13min
Navigating Succession Planning in Investment Firms
01:02:11 • 23min
Insights on Investing, Continuous Improvement, and Social Impact
01:25:10 • 6min