The JRo Show: Interview with Bill Nygren

The JRo Show: Interview with Bill Nygren

Bill Nygren, Chief Investment Officer at Harris Associates, joins The JRo Show to discuss his team's research process. If you’ve ever wanted to know what it’s like to work at Harris Associates, this is the podcast for you! What is the JRo Show? The JRo Show interviews experts in and outside the field of investing to explore the themes of achieving mastery, sustained performance, and longevity. Does it really take 10,000 hours of deliberate practice to become a master? Listen in on Thursdays to find out. You can listen to the JRo Show wherever you get your podcasts: Apple -> https://podcasts.apple.com/gb/podcast/the-jro-show/id1709504113 Spotify -> https://open.spotify.com/show/05MjGNpyEwvjqpX1jmDrgq YouTube -> https://www.youtube.com/@TheJRoShowPodcast 2 min 15 seconds – Bill’s background and career. 9 min 20 seconds – Advice for new analysts 19 min 50 seconds – The research process at Harris Associates 26 min 20 seconds – The stock pitching process at Harris 47 min – What it takes to be a good portfolio manager. 59 min 50 seconds – Bill’s personal life and expectations for the rest of his career. 1 hour 12 min - How he talks with management teams. 1 hour 16 min – Why he reads ValueLine every week 1 hour 23 min, 49 seconds – Lessons from his career Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(802)

Citadel's Masterstroke; Apple, Amazon, Meta, and Microsoft Mega Earnings Week; Luxury Stock Round-Up

Citadel's Masterstroke; Apple, Amazon, Meta, and Microsoft Mega Earnings Week; Luxury Stock Round-Up

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (02:31) AI Hedge Fund 'Situati...

31 Jul 1h 5min

David Tepper: The Bounce Back King (Hedge Fund Legend)

David Tepper: The Bounce Back King (Hedge Fund Legend)

On this episode of Chit Chat Stocks, Brett and Ryan continue their study of super investors by looking at David Tepper. We discuss: (00:00) Introduction (07:40) Founding of Appaloosa and initial i...

29 Jul 55min

Buy The Dip On Netflix And Google? Intel's Rebound Report; Earnings Season Starting Gun

Buy The Dip On Netflix And Google? Intel's Rebound Report; Earnings Season Starting Gun

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:23) Google's Earnings (16...

24 Jul 1h 6min

6 Hidden AI Winners

6 Hidden AI Winners

On this episode of Chit Chat Stocks, Brett and Ryan go through 6 stocks that are potential AI winners being underappreciated today. ***************************************************** Subscribe...

22 Jul 54min

Apple Sues OpenAI; Blowout Bank Earnings; Will Stripe Acquire PayPal? $PYPL $ADYEN

Apple Sues OpenAI; Blowout Bank Earnings; Will Stripe Acquire PayPal? $PYPL $ADYEN

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:55) ASML's Earnings (04:5...

17 Jul 1h 4min

A Primer On Investing In Semiconductors (History, Supply Chain, Big Winners) - $TSM $ASML $CDNS

A Primer On Investing In Semiconductors (History, Supply Chain, Big Winners) - $TSM $ASML $CDNS

On this episode of Chit Chat Stocks, Brett and Ryan dive into the semiconductor industry to give an introductory overview of the sector, including multiple stock case studies. We discuss: (00:00) I...

15 Jul 1h 12min

Terry Smith's Perplexing Letter; Samsung's Monster Numbers; Checking In On Tobacco/Nicotine Stocks $PM $BTI

Terry Smith's Perplexing Letter; Samsung's Monster Numbers; Checking In On Tobacco/Nicotine Stocks $PM $BTI

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:02) Terry Smith's letter ...

10 Jul 1h 4min

Copart: A Compounder Stock Down 54% From Highs (Ticker: CPRT)

Copart: A Compounder Stock Down 54% From Highs (Ticker: CPRT)

On this episode of Chit Chat Stocks, Ryan dives into a research episode covering Copart. We discuss: (00:00) Introduction (05:52) Understanding Copart's Business Model (14:32) Competition in the ...

8 Jul 1h

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