Bill Miller

T2Investors Recommendations Value investing

Manager, Legg Mason Value Trust 1990-2012; founder and former CIO, Miller Value Partners

Beat the S&P 500 for fifteen consecutive calendar years, and wrote no book - his quarterly market letters are the primary source instead.

49 letters · 5 books they recommend

Letters 49

millervalue.com/letters/

Miller Value Partners hosts the full run of Miller's Legg Mason-era quarterly market commentaries - the letters he wrote as manager of Legg Mason Value Trust - under millervalue.com/letters/, one page per quarter from 1991 Q2 to 2008 Q3, plus 2013 Q4 and the 2021 letters he wrote at Miller Value. The /letters/ index page itself renders only the nine most recent; the remaining 40 pages are live but unlinked. A handful carry numeric slugs (515, 519, 547, 573) instead of dated ones. Legg Mason's own site (leggmason.com) was retired after the Franklin Templeton acquisition and no longer serves the commentaries.

Books they recommend 5

Good Books compiles this list from interviews, podcasts, articles and social posts; the site does not link each title to the person’s own words.

Bill Miller 2Q 2020 Market Letter 2

Investing 2

Reminiscences of a Stock Operator

Edwin Lefevre

source

“For a long time, I used to read Reminiscences of a Stock Operator almost every year.”

Winning the Loser's Game

Charles D. Ellis

source

“In his marvelous book, Winning the Loser's Game, Charlie Ellis says”

Book recommendations listed on their Good Books profile 2

Science 1

Scale

Geoffrey West aggregator only

source

Sport 1

The Sports Gene

David Epstein aggregator only

source

Miller on rereading it every year as a lesson in market psychology 1

Investing 1

Reminiscences of a Stock Operator

Edwin Lefevre

source

“Reminiscences of a Stock Operator is a book that up until a couple of years ago I read every year because it is such a great lesson in psychology, how psychology works through the markets and how…”

Bill Miller

Letters 49

Books they recommend 5

Bill Miller 2Q 2020 Market Letter 2

Investing 2

Book recommendations listed on their Good Books profile 2

Science 1

Sport 1

Miller on rereading it every year as a lesson in market psychology 1

Investing 1

Where they publish 3

Tags