Amazon As A Value Play: Bill Miller


Amazon has no competition as far as the eye can see, says Bill Miller, LMM chairman, sharing his case for the e-commerce retailer.

H/T Dataroma

Amazon As A Value Play: Bill Miller

Einhorn’s FOF Re-positions Portfolio, Makes New Seed Investment In Year Marked By “Speculative Exuberance”

david einhorn, reading, valuewalk, internet, investment research, Greenlight Capital, hedge funds, Greenlight Masters, famous hedge fund owners, big value investors, websites, books, reading financials, investment analysis, shortselling, investment conferences, shorting, short biasIt has not just been rough year for David Einhorn's own fund. Einhorn's Greenlight Masters fund of hedge funds was down 3% net for the first half of 2020, matching the S&P 500's return for those six months. In his August letter to investors, which was reviewed by ValueWalk, the Greenlight Masters team noted that Read More


Bill Miller’s top picks

Bill Miller, LMM chairman & CIO, shares his top stock picks, and investment strategy. And Brian Rogers, T. Rowe Price chairman, says Time Warner is a great buy now.

Cramer’s stocks to watch: XON

CNBC’s Jim Cramer is watching shares of Intrexon along with Bill Miller, LMM chairman & CIO.

Lot of ways to win on DuPont: Brian Rogers

Brian Rogers, T. Rowe Price chairman & CIO, discusses why he is positive on DuPont’s future. And Bill Miller, LMM chairman & CIO, suspects they will break up DuPont.

Profitability in airline’s future: Bill Miller

Bill Miller, LMM chairman & CIO, shares his play on the long-term outlook for airlines. And Brian Rogers, T. Rowe Price chairman, explains how a strong consumer will likely boost profits for the industry.

Why Fed had to take low-rate policy: Pros

Bill Miller, LMM chairman & CIO, and Brian Rogers, T. Rowe Price chairman & CIO, weigh in on how the Fed’s low-rate policy has impacted the markets, economy, and housing.

Cheap capital boosts M&A boon: Brian Rogers

Brian Rogers, T. Rowe Price chairman & CIO, and Bill Miller, LMM chairman & CIO, discuss what’s driving the markets now.

Best case scenario for stocks

Bill Miller, LMM chairman & CIO, and Brian Rogers, T. Rowe Price chairman & CIO, share their thoughts on some of the biggest challenges ahead for the markets and money.