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We Study Billionaires – The Investor’s Podcast Network

TIP 117 : Value Investing Legend, Bill Miller (Business Podcast)

47 min • 18 december 2016

IN THIS EPISODE, YOU’LL LEARN:

  • Why Bill thinks some value investors miscalculate the value of Amazon
  • Why billionaire macro investors think that bond yields might go to 6% in 12-24 months
  • If the Enterprise Multiple is the best key ratio to filter stocks by
  • Why Bill thinks Apple was a bad capital allocator and how they have improved since
  • How Bill views the value of Tesla at the end of 2016


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