Interview with Bill Miller IV of Miller Value Partners

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9d ago 1:06:53

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About Miller Value Partners

Investing strategy and philosophy

Why being too dogmatic about the definition of value may not work in your favor

Portfolio management philosophy

Risk Management

On why he doesn’t short or use options

His thesis on bitcoin and why he considers himself to be a massive bitcoin bull

Thesis on Microstrategy as the largest corporate owner of bitcoin

Team structure and research process at Miller Value Partners

Insider buying

Idea generation

Stock screens

Technical and momentum investing

Incorporating macro

Valuation

Selling vs trimming

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13 episodes

#Trading #Business #John Rotonti