Wow turns out the the sentiments amongst the major money is that they still don’t trust this market.
- 2.50: both miller who sees himself as a contrarian and hyman from an economic perspective thinks a PE expansion could be what will surprise a lot of people expecting something lukewarm
- 7.44: What bill miller likes in stocks now: Housing
- 9.28: Bill miller – Apple very misunderstood
- 11.44: Bill Miller – Genworth
- 12.44: Hyman on China
- 16:33: Hyman – Japan is a no brainer. the world is going to grow
- 19:00 Hyman – the synchronized world expansion
- 20:00 Miller – managers are still very conservative in the bull market
- Hyman’s one investment: Amazon
Kyith is the Owner and Sole Writer behind Investment Moats. Readers tune in to Investment Moats to learn and build stronger, firmer wealth foundations, how to have a Passive investment strategy, know more about investing in REITs and the nuts and bolts of Active Investing.
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Kyith worked as an IT operations engineer from 2004 to 2019. Currently, he works as a Senior Solutions Specialist in Insurance Start-up Havend. All opinions on Investment Moats are his own and does not represent the views of Providend.
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