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5 of The Best Podcast Episodes for Bill Nygren. A collection of podcasts episodes with or about Bill Nygren, often where they are interviewed.

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5 of The Best Podcast Episodes for Bill Nygren. A collection of podcasts episodes with or about Bill Nygren, often where they are interviewed.

Updated daily with the latest episodes

TIP293: Intrinsic Value Assessment of Bank of America w/ Bill Nygren (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network
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In this episode, you'll learn:

  • How to estimate the intrinsic value of Bank of America
  • How to understand bank valuations based on tangible book value
  • How to read the yield curve and what it means for profitability for banks
  • How to understand the competitive situation between Wells Fargo, JP Morgan, and Bank of America
  • Ask The Investors: Why should I buy psychical gold over paper gold?


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

Apr 19 2020

46mins

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Bill Nygren: 'A Stock That Doesn't Look Cheap on the Surface Might Be One of the Cheapest'

The Long View
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Our guest on this week's installment of The Long View is noted portfolio manager Bill Nygren. Nygren joined Chicago-based Harris Associates as an analyst in 1983 and later served as the firm's director of research. He has managed Oakmark Select OAKLX since 1996 and Oakmark Fund OAKMX since 2000 and has comanaged Oakmark Global Select OAKWX since 2006. In addition to these duties, Nygren serves as Harris' chief investment officer for U.S. equities. For his investing achievements, Morningstar recognized Nygren as its Domestic-Stock Manager of the Year in 2001, and his funds remain highly rated by Morningstar's manager research analysts. A frequent and insightful commentator on investing and markets, Nygren's shareholder letters are a must-read on the Street and beyond. In this far-ranging conversation, he discusses how his team's competitive edge has evolved, how traditional value metrics won't cut it in today's evolving economy, and the lasting lessons of the financial crisis.

Background Information

Related Links

How Stock-Picking Has Changed and What Defines Value

Portfolio/Risk Management

Portfolio and Holdings

About the Podcast: The Long View is a podcast from Morningstar. Each week, hosts Christine Benz and Jeff Ptak conduct an in-depth discussion with a thought leader from the world of investing or personal finance. The podcast is produced by George Castady and Scott Halver.

About the Hosts: Christine Benz and Jeff Ptak have been analysts and commentators on investments and the investment industry for many years. Christine is Morningstar's director of personal finance and senior columnist for Morningstar.com. Jeff is head of global manager research for Morningstar Research Services, overseeing Morningstar's team of 120 manager research analysts in the U.S. and overseas.

To Share Feedback or a Guest Idea: Write us at TheLongView@morningstar.com

Aug 07 2019

57mins

Play

Bill Nygren: 'A Stock That Doesn't Look Cheap on the Surface Might Be One of the Cheapest'

The Long View
Episode artwork
Read more

Our guest on this week's installment of The Long View is noted portfolio manager Bill Nygren. Nygren joined Chicago-based Harris Associates as an analyst in 1983 and later served as the firm's director of research. He has managed Oakmark Select OAKLX since 1996 and Oakmark Fund OAKMX since 2000 and has comanaged Oakmark Global Select OAKWX since 2006. In addition to these duties, Nygren serves as Harris' chief investment officer for U.S. equities. For his investing achievements, Morningstar recognized Nygren as its Domestic-Stock Manager of the Year in 2001, and his funds remain highly rated by Morningstar's manager research analysts. A frequent and insightful commentator on investing and markets, Nygren's shareholder letters are a must-read on the Street and beyond. In this far-ranging conversation, he discusses how his team's competitive edge has evolved, how traditional value metrics won't cut it in today's evolving economy, and the lasting lessons of the financial crisis.

Background Information

Related Links

How Stock-Picking Has Changed and What Defines Value

Portfolio/Risk Management

Portfolio and Holdings

About the Podcast: The Long View is a podcast from Morningstar. Each week, hosts Christine Benz and Jeff Ptak conduct an in-depth discussion with a thought leader from the world of investing or personal finance. The podcast is produced by George Castady and Scott Halver.

About the Hosts: Christine Benz and Jeff Ptak have been analysts and commentators on investments and the investment industry for many years. Christine is Morningstar's director of personal finance and senior columnist for Morningstar.com. Jeff is head of global manager research for Morningstar Research Services, overseeing Morningstar's team of 120 manager research analysts in the U.S. and overseas.

To Share Feedback or a Guest Idea: Write us at TheLongView@morningstar.com

Aug 07 2019

57mins

Play

TIP254: Value Investing w/ Bill Nygren (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network
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In this episode, you'll learn:

  • How to value Alphabet Inc. and why it’s undervalued
  • Why Mastercard and Netflix might be good investments
  • Why P/E is not a good indicator when comparing valuation and competitive advantage
  • How to identify a shareholder friendly management
  • Ask The Investors: What should students know about investing?

Resources discussed during the show:

Aug 04 2019

37mins

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On the first episode of Making Sense of the Market with Maggie Baczkowski, I go Back to Basics with Bill Nygren, notable investor, portfolio manager, and analyst seen on CNBC. We sit down for a candid conversation about the how taxes affect values, what sellers need to know before selling and buyers before buying. 

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Sep 06 2018

21mins

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