Bill Nygren: Avoid Activist Investments

Johnny HopkinsBill NygrenLeave a Comment

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

Johnny HopkinsBill NygrenLeave a Comment

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

Johnny HopkinsBill NygrenLeave a Comment

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