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Bill Miller

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Oct 5, 2021 by Michael Mauboussin · said 4 times in 4 episodes since 2021 · across every show →

Mentions by year

brought up most by Michael Mauboussin (1), Jensen Huang (1), David Rosenthal (1), Brad Gerstner (1)

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2023 1 mention in 1 episode
2022 2 mentions in 2 episodes 1 per episode
2021 1 mention in 1 episode

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Everything said about Bill Miller, oldest first

Oct 5, 2021 bearish
Prediction Not checkable as stated
Mauboussin: Replicating Bill Miller's 15-Year S&P Outperformance Will Be Extremely Difficult
“Bill Miller beat the S and P 500 for 15 years in a row. I think that's going to be very difficult for anyone to do again for the same reasons we talked about.”
Michael Mauboussin Oct 5, 2021 ▶ 1:11:29 Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired
Mar 15, 2022 neutral
Assertion Partly supported
Gerstner: Bill Miller sold his private Zillow shares back in 2008
“Bill Miller of Lake Mason famously invested in Zillow in 2000 and six or 2007, and then in 2008 sold all those shares back to the company because everybody was unwinding their private positions”
Brad Gerstner Mar 15, 2022 ▶ 44:40 Altimeter (with Brad Gerstner) · Acquired
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