29 comments

  1. Excellent talk. Particularly loved the part about exposing yourself to investors with different styles. Summarized key takeaways here: https://thecalminvestor.com/bill-nygren-value-investing/

  2. At 44:00 he cites John Templeton, Benjamin graham and Warren Buffett as being big influences on him. At 45:00 he also names hedge fund managers; Paul Jones, Michael Steinhardt and George soros.

  3. Our website has always been inspired by Warren Buffett. We have recently uploaded a blog post called "What is Value Investing?" http://investor-geek.com/2017/12/11/what-is-value-investing/ If anyone is interested, check it out and see if we got it right.

  4. The moderator is doing great job inviting all these great investors into Google office make them talk, make them answer questions and most importantly recording and sharing the whole event with the wider investor community. So you know why Google is a great company. It is filled with such guys.

  5. Anybody have some value stock ideas? I bought Netflix in 2013 at the same time I decided to sign up for a Netflix subscription at what was then only $7.99 or $8.99 per month. I had the same thoughts as the interviewee, thinking that Netflix was a risky stock given the very small moat at the time. Fast forward 4 years later, Netflix has helped me buy my new apartment 🙂 now I am thinking of new stock ideas for 2018

  6. I am sorry. His funds seems underperforming the market indexes. Like Howard Mark said, only 5% investing professionals can beat indexes. If you can not beat indexes, you add no value with your work. People can passively invest in index funds without loss.

  7. A great conversation. The concept of Value investing is evolving. Learned a lot from this video. Thanks for sharing. Please make more!

  8. Not sure why this was titled value investing. This guy isn't a value investor at all. More importantly, their fund has a a 1% expense ratio and there funds have underperformed the market.

  9. I'm a big fan of Investors at google series. so thank you but i can't believe that you haven't invited Stephen Penman yet.

  10. nygren is just rewriting all the answers bec value investing is stuck in this mkt where value stocks are shit & underperforming and needs to buy fang stks by legalese.

  11. nygren cfa should be talken back as banks had huge liabilities via cdo risk exposure. this dork was clueless as deutche bank cds seller was an open secret.

  12. So much respect for Nygren- Great investor and very humble person- I need to go back to reading his news and insights- I have been just too busy seeing not so useful things- Time to go listen and do what the great investors do!

  13. Google talk team, please do not invite any hedge fund manager and call him value investor, he is a fund manager, not a value investor, he didn't said a word about ben graham and he said Facebook is a value buy on " 19 July 2018" when FB was at 202$ per share, today its at 142$ per share. he is just catching investors by calling himself value investor, anyone who reads balancesheet knows FB is a crap. how did he found fb valuable?

  14. Technology isn’t in my sphere of competence might be outdated to him but BRK is beating OAKBX by a mile. Maybe they should stick to the basics. The fact that lots of people can see the info doesn’t take away the fact that some stocks can be undervalued

  15. Unexptected (,/'_'.)
    https://chrome.google.com/webstore/detail/threelly-ai-for-youtube/dfohlnjmjiipcppekkbhbabjbnikkibo

  16. "They used to joke about two high school kids in a garage coming up with an invention that would eliminate one of the industry leaders." Sarcasm the history of Bill Gates and Steve jobs laughing at the CEO's who passed on Apple and Microsoft.

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