For those who haven't seen it yet, Legg Mason just released Bill Miller's Q3 letter to shareholders. One of the highlights of the letter is that he says the biggest gains over the next five years will come from those areas of the market where investors are currently panicking the most (i.e. financials and consumer). Whether or not you agree with Miller, given his track record, his views are a must read. For the entire text of his letter, click the link below.
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So, is Bill a value player or a contrarian?
Posted by: Larry Nusbaum | November 02, 2007 at 02:11 PM