Virtual Value Investing Q&A Speaker Series Event at Brown University with Bill Nygren
发布时间 2022-06-27 20:31:55 来源
摘要
June 7th, 2021: The second guest speaker for the 2021 Virtual Value Investing Q&A Speaker Series Event at Brown University, Bill Nygren, is interviewed by the host, Itai Parnes.
0:00 Introduction
0:45 Overview of Harris Associates
2:39 The Moats of the Facebook, Alphabet, Amazon, Netflix, and Microsoft
15:43 Outlook on Netflix and Disney+
20:10 Future of Charter Communications
23:20 General Electric's Profitability Struggles
30:09 General Electric Spinoff?
31:33 Fiat Chrysler and Stellantis N.V.
35:32 Citigroup's New Management and Intention to Sell Divisions in Asia
40:11 Black Box Element of Companies
44:10 Analyzing Pharmaceutical/Biotechnology Companies, Regeneron Thesis
49:30 Interning at Harris Associates, Bill Nygren's Advice to Students
54:25 Most Influential Moments of Bill Nygren's Career, Liberty Media Spin-Off Analysis
Disclaimer: This video is provided for informational purposes only. Nothing contained herein should be construed as an offer, solicitation, or recommendation to buy or sell any investment or security, or to provide you with an investment strategy. Nor is this intended to be relied upon as the basis for making any purchase, sale or investment decision regarding any security.
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