benchmark capital

benchmark capital

Bill Miller Legg Mason (part a)

4mo ago
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Description

Bill Miller of Legg Mason beat the SP500 for 15 years straight (up to '07). . . Bullish right now . . . market is as valued now --- as it was 03/09 TXN - CEO Rich Templeton Miller on TXN Leon Cooperman - 45yr all-star investor - Chairman Omega Advisers names about 20 top-A buys Bill Gurley -- general partner at Benchmark Capital - brought OpenTable public cloud, social and local media - big big big Miller on Facebook Valuation logic Brian Rodgers - 31yr all-star investor - Manager of T. Rowe Price Equ. Income Fund since '85 Miller Picks and market disruptions. . Bill Miller vs. SP500 http://www.bespokeinvest.com/thinkbig/2011/3/23/bill-miller-vs-the-sp-500.html part a http://www.youtube.com/watch?v=C9FK7aTx4LU part b http://www.youtube.com/watch?v=QXSvZCWGylo part c http://www.youtube.com/watch?v=ig8tO7GzPXQ