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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI301: Deep Value: Timeless Strategies, New Insights w/ Bill Nygren and Robert Bierig
Description: Kyle Grieve chats with Bill Nygren and Robert Bierig about the formation of Harris Associates, their value-based investing strategy, their unique way they have their analysts and portfolio managers come to a consensus on a stock, a deep dive on an exciting underpriced business they’ve recently added in IQVIA, a look at some undervalued industries, the importance of re-evaluating your stocks regularly when information changes, and a whole lot more!IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro13:19 - Why calculations of intrinsic value must be adjusted regularly to ensu...