Bill Miller on the Classical Value Portfolio (Podcast)
Masters in Business
00:00
The Death of Value Investing
Some people are calling the death of value investing which I have to imagine you're going to snicker at. What why has value been having such a difficult time and what does this mean for people's portfolios? Yeah, it's a fascinating question. There's a lot of I'd say different views on this. So where I come out on this is I think that the odds are overwhelming that I'd say value will do very well from roughly now until maybe two years from now.
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