We are an investment management firm led by Bill Miller IV, specializing in value-focused, long-term investing. We think and invest differently.

Sarasota, FL
Bill Miller IV is bullish, discussing that the band between fair value and current value has widened. His thesis still reflects his long term view that Bitcoin offers a system of capital governance that is better than current systems. Interview on Bitcoin Magazine TV - watch for Bill's most recent perspective. piped.video/watch?v=cxh1OpvE… #bitcoin Views are Bill Miller IV’s as of the interview date and may change. Bill owns bitcoin. For informational purposes only; not investment advice or a recommendation to buy or sell bitcoin. Bitcoin is highly volatile and involves substantial risk of loss.
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Returns are not the destination. They are what make the destination possible. #investing #wealthbuilding
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This morning, @billfour will join @GraceRemiTV and @realseanhagan on @BitcoinMagazine's BMTV for a conversation on bitcoin as a value investment, gold, its recent rebound, the Fed and more. Today September, 18 at 11:20am ET Streaming live on YouTube, X, LinkedIn, Facebook, Rumble, and Twitch. #bitcoin
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Markets change. Strategies should have room to adapt. #investing
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Long-term investment outcomes are driven not only by business fundamentals, but by the expectations already embedded in market prices. #investing
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Congrats to @BitcoinMagazine on the launch of BMTV this week! Streaming live on YouTube, X, LinkedIn, Facebook, Rumble, and Twitch @billfour will join @GraceRemiTV and @realseanhagan on Friday Sept 18 at 11:20am ET
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Investment returns come from the gap between expectations and reality. #investing
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We believe meaningful outperformance often comes from owning your best ideas — not your fiftieth-best idea. Concentration is not for everyone. But for patient investors with conviction, focus can be an advantage.
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What outcome are you investing for? #investing
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Index strength is not the same as broad participation. #investing
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Value investing is not just buying “cheap” stocks. It is asking what the market is discounting—and whether expectations have become too pessimistic. The best opportunities often have multiple paths to value creation: better execution, margin recovery, capital discipline, or business evolution. For more of our investment thinking and high-conviction research, subscribe: millervalue.com/subscribe/ #investing #wealthbuilding
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A catalyst-driven thesis often asks: what event will make the stock work? A broader value thesis asks: how can this company create value over time? That distinction matters. The best opportunities may not depend on one discrete event, but on improving fundamentals, disciplined execution, and intelligent capital allocation. #investing #flexibility
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It's not "buy cheap." It's not "buy value." It's: Find businesses where expectations underestimate long-term value creation. #investing
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🔔 Bill Miller IV will be on @CNBCClosingBell today at 3:20 pm ET. #CNBC #ClosingBell @billfour @ScottWapnerCNBC
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Bitcoin is back in the conversation. Today, Bill Miller IV joins Scott Wapner on CNBC’s Closing Bell to discuss Bitcoin’s rally, the forces behind the move and how he’s thinking about its long-term value from here. 📺 TODAY | 3pm ET hour | CNBC Closing Bell @billfour @ScottWapnerCNBC @CNBCClosingBell #bitcoin
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Bitcoin’s price is moving. Is the underlying case for Bitcoin is changing with it? Scarcity. Adoption. Institutional participation. Capital governance. Bill Miller IV has been thinking about that case long before this week’s rally. Monday, he joins Scott Wapner on CNBC’s Closing Bell to discuss what he sees now. #Bitcoin #CNBC @billfour
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