Jeremy Miller, a research analyst of JP Morgan, joins us on The Big Trade Series for an insightful conversation on value investing. Jeremy begins the conversation by introducing his prominent book: Warren Buffett’s Ground Rules. Covering the partnerships letters in the 1950’s. The two then talk about the principles to identify fair value of company. The dialouge moves to Buffett’s mistakes, particularly on ConocoPhillips and PetroChina as they delve into the key takeaways. This episode wraps up with a discussion on technical innovation and it’s risk.
The Warren Buffet Partnership ft. Jeremy Miller