Episode notes
IN THIS EPISODE, YOU’LL LEARN:
- Why Bill thinks some value investors miscalculate the value of Amazon
- Why billionaire macro investors think that bond yields might go to 6% in 12-24 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 since
- How Bill views the value of Tesla at the end of 2016
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Edwin Lefevre’s book, Reminiscences of a Stock Operator – Read reviews of this book.
- Adam Smith’s book, The Money Game – Read reviews of this book
- Related episode: Investing Legend Bill Miller On Amazon, Bitcoin, & Buffett - RWH007.
- Related Episode: Legendary Investor Bill Miller - TIP247.
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