One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Bill Nygren: Here’s Why Alphabet And Netflix Can Be Classified As Value Stocks
In a recent interview with Barron’s famed value investor Bill Nygren explained why Alphabet and Netflix fall into the value stock category. Here’s an excerpt from the interview: You own Alphabet and Netflix. Those are not typical value stocks. One of the ways we differ from some value investors is … Read More
Bill Nygren: How To Hedge Against The Secular Changes To Traditional Value Investing
In this recent interview with Barron’s Roundtable, famed value investor Bill Nygren discusses how his firm, Oakmark Fund, hedges against the secular changes to traditional value investing. Here’s an excerpt from the interview: Q. You’ve had a great long-term track record, but the last couple of years have been tough. … Read More
Bill Nygren: Intangibles Are The Key To Business Valuation Today
Bill Nygren, Portfolio Manager at The Oakmark Funds, has just released a video which highlights the importance of considering intangibles when valuing businesses today saying: “The linkage between book value and business value has been broken because so many important assets today are intangibles and don’t even show up on … Read More
Bill Nygren’s Oakmark Funds Says Inactivity In Investing Remains The Optimal Strategy
One of the investor’s we follow closely here at The Acquirer’s Multiple is Bill Nygren. Nygren has been a manager of the Oakmark Select Fund since 1996, Oakmark Fund since 2000 and the Oakmark Global Select Fund since 2006. He is also the Chief Investment Officer for U.S. Equities at … Read More
Bill Nygren: Value Investors Need To Adapt Their Business Valuation Strategies
In The Oakmark Funds’ latest Q218 market commentary Bill Nygren says that value investors need to adapt their value investing strategies for today’s companies because book value is no longer a definitive indicator of economic value: “For companies in the S&P 500 today, the correlation between stock price and tangible … Read More
Successful Investing Is Achieved By Studying Other Successful Investors Who Do Things Very Differently To You – Bill Nygren
One of the value investing firms that we follow closely here at The Acquirer’s Multiple is Oakmark Funds and portfolio manager, Bill Nygren. Nygren is a value investor who focuses on companies trading at what he considers to be a substantial discount to their true business value. He has been a … Read More
Bill Nygren – How To Apply A Private-Equity Approach To Public-Equity Investing
Great interview with Bill Nygren and Win Murray from Oakmark Capital in last month’s Value Investor Insight Newsletter. On the subject of passive vs active investing Nygren says, “I think it’s ironic that an increase in the number of dollars invested without thought as to where value is and isn’t would make … Read More
Bill Nygren – Doesn’t think there’s reasons to believe the stock market is expensive
One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Bill Nygren. Bill Nygren has been a manager of the Oakmark Select Fund (OAKLX) since 1996, Oakmark Fund (OAKMX) since 2000 and the Oakmark Global Select Fund (OAKWX) since 2006. As of December 2016 the Oakmark Select … Read More
The 3 Things You Need On Your Value Investing Checklist – Bill Nygren
(Image Courtesy, fortune.com) Bill Nygren has been a manager of the Oakmark Select Fund (OAKLX) since 1996, Oakmark Fund (OAKMX) since 2000 and the Oakmark Global Select Fund (OAKWX) since 2006. He joined Harris Associates in 1983 and served as the firm’s Director of Research from 1990 to 1998. Nygren … Read More
How to Find Undervalued Stocks Using the 80/20 Rule – Bill Nygren (Part 2)
(Image Credit, fortune.com) This is Part 2 of How to Find Undervalued Stocks Using the 80/20 Rule – Bill Nygren. To read Part 1, click here. The following is a continuation of the speech given by Bill Nygren at the Thirteenth Annual Louis Rukeyser Investment Conference, in 2005. Let’s take a look…
How to Find Undervalued Stocks Using the 80/20 Rule – Bill Nygren (Part 1)
(Image Credit, fortune.com) Bill Nygren has been a manager of the Oakmark Select Fund (OAKLX) since 1996, Oakmark Fund (OAKMX) since 2000 and the Oakmark Global Select Fund (OAKWX) since 2006. He joined Harris Associates in 1983 and served as the firm’s Director of Research from 1990 to 1998. Harris … Read More