A.U.M.

Bill Nygren - A Modern Approach to Value Investing

Mar 11, 2025
Bill Nygren, a prominent portfolio manager at Harris | Oakmark, shares his insights into value investing. He discusses the rigorous investment process that includes pivotal Tuesday meetings and the importance of intellectual tension. Nygren highlights notable investments like Delta Air Lines and General Motors, emphasizing management alignment with shareholder interests. He reflects on lessons learned from major mistakes, including undervaluing Apple, and offers valuable advice for aspiring investors, stressing the need for passion and curiosity in the field.
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