DiscoverThe JRo ShowInterview with Bill Miller IV of Miller Value Partners
Interview with Bill Miller IV of Miller Value Partners

Interview with Bill Miller IV of Miller Value Partners

Update: 2024-06-11
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About Miller Value Partners


Investing strategy and philosophy


Why being too dogmatic about the definition of value may not work in your favor


Portfolio management philosophy


Risk Management


On why he doesn’t short or use options


His thesis on bitcoin and why he considers himself to be a massive bitcoin bull


Thesis on Microstrategy as the largest corporate owner of bitcoin


Team structure and research process at Miller Value Partners


Insider buying


Idea generation


Stock screens


Technical and momentum investing


Incorporating macro


Valuation


Selling vs trimming


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For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the ⁠⁠⁠⁠⁠Fee Schedule⁠⁠⁠⁠⁠.


All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See ⁠⁠⁠⁠⁠public.com/#disclosures-main⁠⁠⁠⁠⁠ for more information.


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Interview with Bill Miller IV of Miller Value Partners

Interview with Bill Miller IV of Miller Value Partners

John Rotonti