Want to create an interactive transcript for this episode?
Podcast: The John Johnston Lounge
Episode: TAOVI7: Value Investor Bill Nygren Talks Bubble in Growth Stocks
Description: In episode 7 of The Art of Value Investing, Art discusses a recent presentation by value investing fund manager Bill Nygren, from Oakmark Funds. Bill outlined some reasons for the obvious disparity between the performance of growth and value in recent years, and how that is very likely to change, including suggesting that, like the bubble of the late 1990s, the current situation amounts to a bubble in growth stocks. The full Bill Nygren presentation video, hosted by GuruFocus: https://youtu.be/yibOomafgxULeave Art an audio message: anchor.fm/artofvalueinvestingTwitter: @theartofvalue H...