Bill Nygren’s appearance on Compound Insights offered a rare look at how one of the most respected value investors adapts to changing markets without losing sight of his core principles. He began by reflecting on his early career, noting, “Ever since I first got interested in investing, which for me … Read More
Bill Nygren: Opportunities Still Exist Outside The Mag 7
As the Nasdaq touches all-time highs, driven by strength in tech and the Magnificent Seven, investors are rightfully questioning where opportunity lies beyond this intense concentration. Oakmark Funds’ Bill Nygren, joining CNBC, argues that the S&P 500’s reputation as a relatively low-risk investment has “obscured the fact that it’s a … Read More
Bill Nygren’s Case for Value Investing in a Top-Heavy Market
During his recent interview with CNBC, Bill Nygren made a compelling argument for overlooked value opportunities. His strategy hinges on companies trading at steep discounts to the S&P 500’s inflated multiples, with a focus on share repurchases as a catalyst for growth. “The stock’s down at about five times earnings,” … Read More
Bill Nygren: How We Navigated 2025’s Shortest Bear Market Ever
In the second quarter of 2025, the U.S. equity market experienced one of the shortest and most volatile bear markets in history. As Bill Nygren of Oakmark reflects in his latest Q2 2025 Market Commentary. “Never waste the opportunity offered by a good crisis.” The S&P 500’s dramatic swings—from a 4% … Read More
Bill Nygren: The Bull Case For Value Investing
Bill Nygren’s recent presentation offers a compelling argument for the resurgence of value stocks in today’s market. “I think today’s a really interesting time for value stocks, really because it’s been such a poor time for them for most of the past decade,” he observes. “The result of that is … Read More
Bill Nygren’s Devil’s Advocate Rule: How to Avoid Costly Investing Mistakes
During his recent interview with the RWH Podcast, Bill Nygren dismisses the notion that value investing is obsolete, despite its decade-long underperformance. “The idea that value would be out of favor for a decade is something that was never something we envisioned back in the eighties or nineties,” he admits. … Read More
Bill Nygren: Top 5 Positions Make Up 31% Of His Portfolio (Analysis)
Bill Nygren’s top 5 positions make up 31.01% of his current portfolio, reflecting a diversified yet focused strategy. His largest position, IQVIA Holdings Inc (IQV), accounts for 7.03%. Below is a breakdown of each top position, including shares held, value, portfolio weight, and analysis. IQVIA Holdings Inc (IQV) Shares: 2,636,400 … Read More
Bill Nygren: Finding Value in the Shadows of the “Magnificent Seven”
The relentless dominance of tech giants—the so-called “Magnificent Seven”—has left many solid companies trading at bargain valuations, creating what veteran investor Bill Nygren calls “an unusual opportunity.” In his recent CNBC interview, the Oakmark Fund portfolio manager highlighted overlooked stocks with single-digit P/E ratios, arguing that the market’s fixation on … Read More
Bill Nygren’s Modern Approach To Value Investing
During his recent interview with FinChat, renowned value investor Bill Nygren reflected on mistakes and lessons learned over his career. His insights serve as a compelling reminder of the delicate balance between conviction and caution in investing. “You know, it’s funny, there’s so many mistakes. If you define the mistake … Read More
Bill Nygren on Investing in the Information Age
In his recent interview on The Valley Investors Podcast, Bill Nygren, the seasoned investor and portfolio manager at Oakmark Funds, reflected on how the investing landscape has transformed over the decades. His insights offer a compelling perspective on the challenges and opportunities facing modern investors in an era of unprecedented … Read More
Bill Nygren: How To Increase Your Odds Of Success
In this interview with Value Investing With Legends, Bill Nygren explains his investing strategy in simple terms. His team typically invests around 2% in each stock and avoids buying if the stock exceeds 3%. If a stock grows beyond 4%, they trim their holdings. They focus on managing risks sensibly … Read More
Bill Nygren: Abundant Value Investing Opportunities Beyond Big Tech
In his recent Insight video, Bill Nygren highlights the current appeal of value investing due to a significant valuation gap between a few mega-cap tech companies driving the S&P 500 and other industries. While the S&P 500 trades at a high PE multiple, value stocks are available at much lower … Read More
Bill Nygren: Value Investing In Companies Without Relying on Catalysts
During his recent interview with Behind The Balance Sheet, Bill Nygren reflects on his 40-year investment career, emphasizing the importance of both financials and management quality when selecting companies. Initially focused on buying undervalued companies with strong leadership, he later adopted a strategy aimed at finding firms that offer a … Read More
Bill Nygren: The Three-Step Investment Strategy To Avoid Value Traps
During his recent interview with the RIA Channel, Bill Nygren outlines his three key criteria for selecting companies. First, the stock must be priced cheaply relative to intrinsic value. Second, the management team should be high quality and act like owners, with a long-term focus on maximizing per-share value. Third, … Read More
Bill Nygren: Value Investors Shouldn’t Turn Into Momentum Investors When Selling
In this interview with Value Investor Insight, Bill Nygren discussed the importance of discipline in selling investments when they reach around 90% of their estimated business value. He questions why some value investors, who are methodical when buying, switch to a momentum-based approach when selling—waiting for the market to signal … Read More
Bill Nygren: AI Excitement vs. Historical Tech Hype: Investor Caution Advised
In his latest Q2 2024 market commentary Bill Nygren discusses how giant cap growth companies that performed well in 2023 continued their success in 2024, while large cap, slower growth companies that underperformed in 2023 continued to struggle. High-priced growth stocks need to maintain growth rates or high P/E ratios … Read More
Bill Nygren: How Value Investing Has Changed In Our Knowledge-Based Economy
During his recent interview with Morningstar Magazine, Bill Nygren discusses value investing, emphasizing paying prices significantly below a company’s business value. He critiques traditional metrics like price/book or P/E ratios, noting their diminishing relevance in today’s knowledge-based economy. GAAP accounting’s conservatism often misrepresents modern investments, such as customer acquisition and … Read More
Bill Nygren: Why You Shouldn’t Sell After The S&P500 Records New Highs
In his latest Q1 2024 commentary, Bill Nygren explains why investors shouldn’t sell after the S&P500 records new highs. An investor selling at each new high would have missed substantial gains, as holding throughout would have multiplied an investment over 200 times. Here’s an excerpt from the commentary: Nygren: In … Read More
Bill Nygren: How To Avoid Value Traps
In this interview with John Rotonti, Bill Nygren defines a value trap as a company that looks cheap (low multiples) but won’t actually become more valuable over time, typically due to structural problems. To avoid these, Nygren’s firm requires analysts to project future growth and only buy stocks with strong … Read More
Bill Nygren: The Oakmark Formula For Market Beating Returns
During his CSIMA Guest Speakers Series, Bill Nygren discussed the three key features he looks for in his potential investments. Nygren invests in companies with these three key features: Significant discount: He buys stocks at a price significantly below their estimated business value, typically around 60% of that value. The discount … Read More