Bill Nygren looks for three things in the companies he considers investing in. About the three things, he said: “One is a significant discount to what we think the fundamental business value is, and to us, the ideal measure of fundamental value is the maximum price an acquirer could pay to buy the whole business and earn a decent return. The second thing we look for are growing businesses. We want companies that, even though they are at much lower prices, still have a ombination of dividend and growth that at least matches what we expect for the market. The third thing we look for are managements who treat their shareholders as partners.”
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