Episode Overview In this wide-ranging conversation, legendary investor Bill Nygren discusses how value investing has evolved since the 1980s—and why the traditional valuation metrics many investors still rely on no longer adequately measure a company’s true worth. Nygren explains how intangibles like brand and customer acquisition costs have transformed the investing landscape, why accounting conservatism can obscure opportunity, and what he learned from Warren Buffett’s purchase of Coca-Cola...
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Episode Overview In this wide-ranging conversation, legendary investor Bill Nygren discusses how value investing has evolved since the 1980s—and why the traditional valuation metrics many investors still rely on no longer adequately measure a company’s true worth. Nygren explains how intangibles like brand and customer acquisition costs have transformed the investing landscape, why accounting conservatism can obscure opportunity, and what he learned from Warren Buffett’s purchase of Coca-Cola...
Guy Spier, Portfolio Manager of the Aquamarine Fund and Author of the Education of a Value Investor and His Thoughts on the Current Geopolitical Landscape.
The World According to Boyar
1 hour 6 minutes
2 years ago
Guy Spier, Portfolio Manager of the Aquamarine Fund and Author of the Education of a Value Investor and His Thoughts on the Current Geopolitical Landscape.
The Interview Discusses:Growing up in Iran and how having a global upbringing has impacted him as an investor.Why he is more comfortable investing in the United States.How his grandparents fleeing Nazi Germany has impacted his investment decision making.His experience as an investor during the financial crisis and how he invests during uncertain times.What about the current geopolitical landscape scares him as an investor.His thoughts on holding cash as an investment.His opinion on inve...
The World According to Boyar
Episode Overview In this wide-ranging conversation, legendary investor Bill Nygren discusses how value investing has evolved since the 1980s—and why the traditional valuation metrics many investors still rely on no longer adequately measure a company’s true worth. Nygren explains how intangibles like brand and customer acquisition costs have transformed the investing landscape, why accounting conservatism can obscure opportunity, and what he learned from Warren Buffett’s purchase of Coca-Cola...
