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

Bill Nygren: How To Avoid Value Traps

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In his latest interview on the Millennial Investing Podcast, Bill Nygren discusses how to avoid value traps. Here’s an excerpt from the interview: Anything that we look to buy in any of our Oakmark Funds has to meet three criteria. First, it has to be cheap. We want it to … Read More

Bill Nygren: Avoid Activist Investments

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In his latest Q2-2021 Market Commentary, Bill Nygren says investors should avoid activist investments and invest only in those companies that are already well-managed. Here’s an excerpt from the commentary: Some investors like to buy shares in companies that are not maximizing long-term value and then fight for change. We … Read More

Bill Nygren: Strong Opinions Weakly Held

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In his recent Q4 2020 Market Commentary, Bill Nygren discussed his review of 2020, the rise of Barstool Sports’ Dave Portnoy as the new market guru, his sum-of-the-parts valuation of Facebook, and how value investors can benefit from ‘strong opinions weakly held’. Here’s an excerpt from the commentary: Unlike many … Read More

Oakmark: Why Stocks Are Safer Than Cash

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Oakmark recently released its latest commentary titled – Why Stocks Are Safer Than Cash, which provides a great illustration of why investing in stocks is safer than holding cash, if you’re prepared to consider a long time horizon. Here’s an excerpt from the commentary: If you ask most people whether … Read More