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Contenido proporcionado por Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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#39 The Optimizer

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Manage episode 440651861 series 2973097
Contenido proporcionado por Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Bill Nygren has been at Harris Associates for over 40 years and considers himself a value investor. Yet his portfolio has owned Netflix, Amazon and Meta recently, while Alphabet is his largest position. Bill explains his unusual but highly effective approach to value investing.

Harris has also constructed a unique organisational methodology to handle investing mistakes – I have never encountered a process in which the analyst is changed when the stock doesn’t go to plan. Bill explains why and other techniques in this fascinating discussion. Steve was so looking forward to this conversation and Bill didn’t disappoint.

  continue reading

46 episodios

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#39 The Optimizer

Behind the Balance Sheet

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Manage episode 440651861 series 2973097
Contenido proporcionado por Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Bill Nygren has been at Harris Associates for over 40 years and considers himself a value investor. Yet his portfolio has owned Netflix, Amazon and Meta recently, while Alphabet is his largest position. Bill explains his unusual but highly effective approach to value investing.

Harris has also constructed a unique organisational methodology to handle investing mistakes – I have never encountered a process in which the analyst is changed when the stock doesn’t go to plan. Bill explains why and other techniques in this fascinating discussion. Steve was so looking forward to this conversation and Bill didn’t disappoint.

  continue reading

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