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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (18217)12/21/2003 12:42:58 AM
From: James Clarke  Read Replies (5) of 78704
 
if you are in a mood to think, this is a fascinating speech by Bill Miller - goes about 2 hours. It starts slow, but be patient - he gets into the market about 30 minutes in and then doesn't stop. I can't imagine a better use of two hours than really intently listening to this. Probably needs a broadband connection. If you don't learn something from this you shouldn't be in the investment game at any level.

You'll hear why this guy is arguably the best mutual fund manager ever and he's very open in the last hour of the speech as to what he's thinking in real time (I think the speech is about a month old - so in real time November - doesn't really matter)

leggmason.com

My Christmas gift to SI Value. Enjoy.
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