Stocks: Holding Winners & New Additions
ฝัง
- เผยแพร่เมื่อ 20 ก.ค. 2024
- ( Part 1 of 2)
Great value investor Bill Miller remains the only fund manager to beat the market for 15 consecutive years. He discusses his current core holding winners and some recent promising additions to his legendary portfolio.
00:00 Hello
00:34 Introduction
02:41 Interview with Bill Miller
22:35 One Investment
24:36 Action Point
WEALTHTRACK #1825 broadcast on December 17, 2021
stockmarket #stocks #bitcoin #crypto #baba #stock #amzn #bac #googl #c #fb #gm #dal #uber #tup #cof #splk #omf #vrm #jpm #teva
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This was epic! Kudos to Bill for being so candid about his holdings!
This gentleman is one of the greatest minds i’ve seen. Thanks for this interview.
Bill is always head of the game and he’s a great thinker.
In all his rare interviews/podcast, Bill has always been right on the money and never uses “Horoscope language ”
A good listen. I would love to see Bill on the Capital Employed podcast going really deep into some of his top positions.
Great Interview! Thank you:)
Excellent interview
Great interview! Thanks
Love that a guy like Bill Miller, one of the most respected investors in the past 30 years, pulls out a Bitcoin hat for his "1 investment moving forward". What an absolute Chad. LFG.
This is such a cool channel I think it’s a sign I’m getting older
Bill is an absolute legend and I am a huge fan. That said, I wouldn’t touch Splunk with a 9 ft pole :)
Waiting for part2
LG! Bill Miller love this fella
Thanks
👍👍
the 50% in the middle are down and to the side, the 25% below that are in bear plus territory
The man is willing to put1% of his money into bitcoins and if he lost so what, he acknowledged. Is that investment or gambling?
Good observation. You can make the same argument for a gamble on an index fund, etf, or any individual stock!
@@freeroamer9146 Sadly, you just told me how much you don't know about investment. Please do not equate investment to gambling.......if you are trying to sell people bitcoins then say so, but do not show people your level of ignorance....
Bill doesn't give a hoot about how you label his Bitcoin purchase ;)
@@BradKaellner Right back at you....
His allocation is not 1%. Bitcoin is his largest position in his personal portfolio.
VRM baby!
By now Vroom fell another 90%. Just crazy
Bill is great.
I guess he just understands things 3-6-9 months ahead of the market.
The downside is, that he enters positions way to early ^^
I'd like to hear his opinion on TSLA.
He has been asked in the past he has a hard time valuing it
Where’s part 2?!
"since the financial crisis people are risk phobic, people overestimate perceived risk"....a fear statement to ponder
yes, I noted that too and also - the central tendency of value.
One of the best interviews, thanks for sharing
자막도 추가해주세요
알아듣고 싶어요 ㅜ ㅠ
So ADT is out?
He is probably the oldest value investor that's into Bitcoin.
Fact but because he works with his son.
He has so much money and is now playing craps with a portion of it...
There's over 1.2m individual investors in bitcoin. You are only one! 😐
@@freeroamer9146 How many people visit Las Vegas and Macau daily, weekly, monthly and yearly?
I will rather gamble with vroom, vsplunk and uber.
What bout lucid!! Buy it
Give me a powerful magnet and we'll see just how durable bitcoin is.
I'm shocked to hear him say that this market is not expensive.
A market of stocks not a stock market theory
🚩People that think bitcoin is digital gold
🙄
Microsoft and salesforce make 0 sense for comprables. Scary that supposedly one of the great investors deems it relevant, a component of Microsoft (azure) is twisted, but salesforce is not at all.
Miller has a PhD in philosophy from a top analytical philosophy department. He knows how to think.
Sounds rather naive to think one has to have a PhD (and in philosophy no less) to know how to think. There is a thing called "wisdom". There is no college or university that teaches it. It comes by way of a sound mind, also known as peace. I wish you well!
One does not need any education or degree, or wisdom to have fun with money.......and gambling is one of them...
@@freeroamer9146 You sounds like someone who could use the education. My comment said that the PhD is sufficient condition (or close to it) for ensuring that he has good critical thinking skills, not that's a necessary condition. You're making a comment about it being a necessary condition.
@@tourist9862 I rest my case!
I always enjoy hearing his thoughts but I wish he would lose some weight
That's a strange "wish". Get to know yourself!
Would that make him give a better analysis?
@@SurLaMer_ Being fit is better for the mind too, no?
Get a life.
Just fast forward to the end when the bitcoin hat appears. I just saved you 20 minutes of your life.
😆👑🌏🌍🌎
Bitcoin is such a clown investment strategy/advice to give. I may start having to turn to other financial analysis sources. If next week is entirely about bitcoin, I'll just pass on that entirely.
The man is pushing bitcoin....listen to him carefully because he acknowledged it is betting (aka gambling)....
Or stole it! Miller beat the S&P 15 consecutive years among other things, long before bitcoin was a "thing"!
@@freeroamer9146 "Or stole it!"... Huh?
It looks like a very few Super Mega Caps are paying for all the mistakes in the portfolio. Enjoy while this lasts....
Oh man, and this end with that Bitcoin hat, a value investor, shaking my head, he will get a rude awakening next year.
hodl
the hat doesn't even fit
bitcoin.a store of value like gold? LMAO
Better
He is the one laughing to the bank.Bought Bitcoin at $200.
Not much meat on this interview.....
"Where's the beef?"
Walter Mondale, 1984
@@freeroamer9146 The Wendy's "Where is The Beef" commercial spoke by Clara Peller. Walter Mondale should not take credit for that.....he was a loser!