Stocks: Holding Winners & New Additions

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  • Опубліковано 3 лис 2024

КОМЕНТАРІ • 85

  • @BradKaellner
    @BradKaellner 2 роки тому +31

    This was epic! Kudos to Bill for being so candid about his holdings!

  • @paulos.878
    @paulos.878 2 роки тому +3

    This gentleman is one of the greatest minds i’ve seen. Thanks for this interview.

  • @hassanzorome7497
    @hassanzorome7497 2 роки тому +10

    Bill is always head of the game and he’s a great thinker.

  • @adamgoodman3422
    @adamgoodman3422 2 роки тому +2

    In all his rare interviews/podcast, Bill has always been right on the money and never uses “Horoscope language ”

  • @chrisloos_
    @chrisloos_ 2 роки тому

    Love that a guy like Bill Miller, one of the most respected investors in the past 30 years, pulls out a Bitcoin hat for his "1 investment moving forward". What an absolute Chad. LFG.

  • @beebobley9464
    @beebobley9464 2 роки тому +2

    A good listen. I would love to see Bill on the Capital Employed podcast going really deep into some of his top positions.

  • @ltserge3226
    @ltserge3226 2 роки тому +1

    This is such a cool channel I think it’s a sign I’m getting older

  • @bigmoose143
    @bigmoose143 2 роки тому +1

    Bill is an absolute legend and I am a huge fan. That said, I wouldn’t touch Splunk with a 9 ft pole :)

  • @BatmanBoss
    @BatmanBoss 2 роки тому +2

    Excellent interview

  • @we3k1ngs12
    @we3k1ngs12 2 роки тому

    LG! Bill Miller love this fella

  • @iirgendsonTyp
    @iirgendsonTyp 2 роки тому +1

    By now Vroom fell another 90%. Just crazy

  • @retireearlyandhappy3095
    @retireearlyandhappy3095 2 роки тому

    VRM baby!

  • @iirgendsonTyp
    @iirgendsonTyp 2 роки тому

    Bill is great.
    I guess he just understands things 3-6-9 months ahead of the market.
    The downside is, that he enters positions way to early ^^

  • @josephtuang9775
    @josephtuang9775 2 роки тому

    👍👍

  • @cashflowyield
    @cashflowyield 2 роки тому +1

    Great Interview! Thank you:)

  • @tulipmania4923
    @tulipmania4923 2 роки тому

    Waiting for part2

  • @BatmanBoss
    @BatmanBoss 2 роки тому

    Thanks

  • @deecee1522
    @deecee1522 2 роки тому +1

    I'd like to hear his opinion on TSLA.

  • @yappydabbad9323
    @yappydabbad9323 2 роки тому

    Where’s part 2?!

  • @christopherdennis4280
    @christopherdennis4280 2 роки тому

    the 50% in the middle are down and to the side, the 25% below that are in bear plus territory

  • @drspahkle
    @drspahkle 2 роки тому

    Great interview! Thanks

  • @mdo5121
    @mdo5121 2 роки тому +1

    "since the financial crisis people are risk phobic, people overestimate perceived risk"....a fear statement to ponder

    • @praveenchawla6999
      @praveenchawla6999 2 роки тому

      yes, I noted that too and also - the central tendency of value.

  • @elbazaarazteca805
    @elbazaarazteca805 2 роки тому

    So ADT is out?

  • @kimcooking7
    @kimcooking7 2 роки тому

    자막도 추가해주세요
    알아듣고 싶어요 ㅜ ㅠ

  • @trankt54155
    @trankt54155 2 роки тому +10

    The man is willing to put1% of his money into bitcoins and if he lost so what, he acknowledged. Is that investment or gambling?

    • @freeroamer9146
      @freeroamer9146 2 роки тому

      Good observation. You can make the same argument for a gamble on an index fund, etf, or any individual stock!

    • @trankt54155
      @trankt54155 2 роки тому +2

      @@freeroamer9146 Sadly, you just told me how much you don't know about investment. Please do not equate investment to gambling.......if you are trying to sell people bitcoins then say so, but do not show people your level of ignorance....

    • @BradKaellner
      @BradKaellner 2 роки тому +1

      Bill doesn't give a hoot about how you label his Bitcoin purchase ;)

    • @trankt54155
      @trankt54155 2 роки тому

      @@BradKaellner Right back at you....

    • @submit1990
      @submit1990 2 роки тому +1

      His allocation is not 1%. Bitcoin is his largest position in his personal portfolio.

  • @petecheng1
    @petecheng1 2 роки тому +5

    He is probably the oldest value investor that's into Bitcoin.

    • @brandonderrick006
      @brandonderrick006 2 роки тому

      Fact but because he works with his son.

    • @trankt54155
      @trankt54155 2 роки тому +1

      He has so much money and is now playing craps with a portion of it...

    • @freeroamer9146
      @freeroamer9146 2 роки тому

      There's over 1.2m individual investors in bitcoin. You are only one! 😐

    • @trankt54155
      @trankt54155 2 роки тому

      @@freeroamer9146 How many people visit Las Vegas and Macau daily, weekly, monthly and yearly?

    • @praveenchawla6999
      @praveenchawla6999 2 роки тому

      I will rather gamble with vroom, vsplunk and uber.

  • @sandeepsmatharu
    @sandeepsmatharu 2 роки тому

    🚩People that think bitcoin is digital gold

  • @deyashalash7976
    @deyashalash7976 2 роки тому

    One of the best interviews, thanks for sharing

  • @Mark-lv4kf
    @Mark-lv4kf 2 роки тому

    Give me a powerful magnet and we'll see just how durable bitcoin is.

  • @charleshubbard1726
    @charleshubbard1726 2 роки тому

    What bout lucid!! Buy it

  • @ld4974
    @ld4974 2 роки тому

    I'm shocked to hear him say that this market is not expensive.

    • @mdo5121
      @mdo5121 2 роки тому

      A market of stocks not a stock market theory

  • @matmaism
    @matmaism 2 роки тому

    Microsoft and salesforce make 0 sense for comprables. Scary that supposedly one of the great investors deems it relevant, a component of Microsoft (azure) is twisted, but salesforce is not at all.

  • @mh01769
    @mh01769 2 роки тому +1

    🙄

  • @InvestingEducation
    @InvestingEducation 2 роки тому +2

    I always enjoy hearing his thoughts but I wish he would lose some weight

    • @freeroamer9146
      @freeroamer9146 2 роки тому

      That's a strange "wish". Get to know yourself!

    • @SurLaMer_
      @SurLaMer_ 2 роки тому

      Would that make him give a better analysis?

    • @InvestingEducation
      @InvestingEducation 2 роки тому

      @@SurLaMer_ Being fit is better for the mind too, no?

    • @phill2035
      @phill2035 2 роки тому

      Get a life.

  • @tourist9862
    @tourist9862 2 роки тому +2

    Miller has a PhD in philosophy from a top analytical philosophy department. He knows how to think.

    • @freeroamer9146
      @freeroamer9146 2 роки тому

      Sounds rather naive to think one has to have a PhD (and in philosophy no less) to know how to think. There is a thing called "wisdom". There is no college or university that teaches it. It comes by way of a sound mind, also known as peace. I wish you well!

    • @trankt54155
      @trankt54155 2 роки тому

      One does not need any education or degree, or wisdom to have fun with money.......and gambling is one of them...

    • @tourist9862
      @tourist9862 2 роки тому

      @@freeroamer9146 You sounds like someone who could use the education. My comment said that the PhD is sufficient condition (or close to it) for ensuring that he has good critical thinking skills, not that's a necessary condition. You're making a comment about it being a necessary condition.

    • @freeroamer9146
      @freeroamer9146 2 роки тому

      @@tourist9862 I rest my case!

  • @christopherdennis4280
    @christopherdennis4280 2 роки тому +1

    the hat doesn't even fit

  • @Poochie1
    @Poochie1 2 роки тому

    It looks like a very few Super Mega Caps are paying for all the mistakes in the portfolio. Enjoy while this lasts....

    • @Poochie1
      @Poochie1 2 роки тому

      Oh man, and this end with that Bitcoin hat, a value investor, shaking my head, he will get a rude awakening next year.

  • @trankt54155
    @trankt54155 2 роки тому

    Not much meat on this interview.....

    • @freeroamer9146
      @freeroamer9146 2 роки тому

      "Where's the beef?"
      Walter Mondale, 1984

    • @trankt54155
      @trankt54155 2 роки тому +1

      @@freeroamer9146 The Wendy's "Where is The Beef" commercial spoke by Clara Peller. Walter Mondale should not take credit for that.....he was a loser!

  • @Lex41127
    @Lex41127 2 роки тому

    hodl

  • @chessdad182
    @chessdad182 2 роки тому +5

    Just fast forward to the end when the bitcoin hat appears. I just saved you 20 minutes of your life.

    • @brianhollenbeck8633
      @brianhollenbeck8633 2 роки тому

      😆👑🌏🌍🌎

    • @spevman
      @spevman 2 роки тому +4

      Bitcoin is such a clown investment strategy/advice to give. I may start having to turn to other financial analysis sources. If next week is entirely about bitcoin, I'll just pass on that entirely.

    • @trankt54155
      @trankt54155 2 роки тому +4

      The man is pushing bitcoin....listen to him carefully because he acknowledged it is betting (aka gambling)....

    • @freeroamer9146
      @freeroamer9146 2 роки тому +4

      Or stole it! Miller beat the S&P 15 consecutive years among other things, long before bitcoin was a "thing"!

    • @spevman
      @spevman 2 роки тому

      @@freeroamer9146 "Or stole it!"... Huh?