In this episode, we interview one of the best investors of all time, Bill Miller.
We discuss the following topics:
- Why Bill thinks some value investors miscalculate the value of Amazon.
- Why billionaire macro investors think that bond yields might go to 6% in 12-18 months.
- If the Enterprise Multiple is the best key ratio to filter stocks by.
- Why Bill thinks Apple was a bad capital allocator and how they have improved.
- How Bill views the value of Tesla at the end of 2016.
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