Alphabet
Discussed in 4 interviews.
Interviews
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Fall 2020
Bill Nygren
Harris Associates (Oakmark)
Bill has run Oakmark Select since 1996. He explains why GAAP numbers can hide value, using Alphabet's search business and Netflix, and Ally Financial at two-thirds of tangible equity.
Quality compoundersFinancialsCareer advice -
Fall 2019
Paul Moroz
Mawer Investment Management
Mawer's CIO on learning from running a business early, measuring performance, and three holdings: a 'boring' Wolters Kluwer, the headwinds facing Alphabet, and Constellation Software, owned since its 2006 IPO.
Quality compoundersInternational -
Winter 2018
David Poppe & John Harris
Ruane, Cunniff & Goldfarb
The heirs to Bill Ruane's firm on how they grew as investors, running a concentrated portfolio, and two favorite ideas: Google and Credit Acceptance.
Quality compoundersPortfolio construction -
Spring 2012
Julian Robertson
Tiger Management
Tiger's founder on mentoring the Tiger Cubs, why analysts should focus on strong management, and why he expected Apple and Google to keep outperforming.
Judging managementCareer advice