#39 The Optimizer Behind The Balance Sheet podcast

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内容由Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet提供。所有播客内容（包括剧集、图形和播客描述）均由 Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

Behind the Balance Sheet »
#39 The Optimizer

13d ago 1:06:20

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内容由Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet提供。所有播客内容（包括剧集、图形和播客描述）均由 Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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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#Trading #Business #stephen clapham

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#39 The Optimizer

Behind the Balance Sheet

57 subscribers

published 13d ago

分享

MP3•单集首页

内容由Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet提供。所有播客内容（包括剧集、图形和播客描述）均由 Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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集单集

#Trading #Business #stephen clapham

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