Bill Nygren: Growth In Passive Investing Creates Opportunities For Value Investors

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During his recent presentation at Natixis, Bill Nygren explained how the growth of passive investing and popularity of low-beta stocks have created attractive value opportunities for active, research-driven investors. Here’s an excerpt from the presentation: Nygren: In a market cycle like we’re in today, we’re dealing with more passive investors than … Read More

Bill Nygren: Which Bank Stocks Are Safer Investments

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In his recent Q1 2023 Market Commentary, Bill Nygren discussed which Bank stocks are safer investments. Here’s an excerpt from the commentary: Nygren: The failed banks were mostly funded by uninsured deposits that tend to move more rapidly than insured deposits. Further, the banks that failed invested those short-duration deposits … Read More

Bill Nygren: Idea Generation For Value Investors

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During his recent interview with Value Investing With Legends, Bill Nygren discusses idea generation for value investors. Here’s an excerpt from the interview: Nygren: I think it would be an overstatement to say that it’s a systematic process. Our idea generation I think is very similar to a lot of … Read More

Bill Nygren: This Is A Stock-Pickers Market

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In his latest Q3 2022 Market Commentary, Bill Nygren explained why this is a stock-pickers market. Here’s an excerpt from the commentary: “A stock pickers’ market” This is another meaningless phrase that permeates the financial media. It is mostly used when the market is high, and the speaker is trying … Read More

Bill Nygren: Why This ‘Recession’ Is Different

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In his recent interview on CNBC, Bill Nygren explained why this ‘recession’ is different. Here’s an excerpt from the interview: Nygren: We’ve had two quarters of down GDP. In the past that’s always been called a recession. What’s different this time is the employment outlook is so much stronger, especially … Read More