Calls
4
Bill Nygren
Partner, Portfolio Manager, U.S. CIO, Harris Oakmark Funds
Win Rate
100.0%
return
+22.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 16
$138.00
+36.4%
Accenture is trading at a single-digit P/E after being hit by fears that AI will replace Software-as-a-Service. With such low expectations, not much has to go right for the stock to perform well.
AI Software
Long
Jul 16
$31.87
+0.9%
Corebridge is an overlooked cheap insurance company returning significant capital to shareholders. Investor disinterest mirrors the dot-com era when nobody wanted to hear about non-tech holdings.
Capital Markets
Long
Jul 16
$169.50
+51.4%
Salesforce, like Accenture, is a SaaS company beaten down on concerns about AI disruption. It now trades at a low valuation and offers a similar asymmetric payoff with limited downside requirements.
AI Software
Long
Jul 16
$56.60
+1.1%
Most banks and insurance companies trade at single-digit to very low-teens P/E ratios and are returning a lot of capital to shareholders, presenting attractive value.
Thematic ETFs
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Bill Nygren has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: CRM, XLF, ACN.
