Miller Value Partners
Miller Value
Value
Dec 2024 → Mar 2026
Our archive holds 1 letter from this strategy, behind 4 investment theses and positions in 9 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in 3 years · follow all of Miller Value Partners for every strategy.
Also held
Its investment theses
- MercadoLibre, Inc.Mar 2026MercadoLibre is the dominant Latin American e-commerce and fintech platform with strong growth, expanding advertising, and attractive valuation, reinvesting to deepen its moat and drive long-term earnings power.
- MasterBrand CabinetsJun 2025MasterBrand is the largest kitchen and bath cabinet manufacturer in North America, boasting strong growth potential and market leadership with a diverse product range and an efficient manufacturing process.
- PinterestDec 2024Pinterest is a differentiated social media platform with significant growth potential, focusing on enhancing shopability and lower-funnel ads, resulting in increasing user engagement and promising early results in its capital allocation strategy.
- Ziff DavisDec 2024Ziff Davis trades at crisis-level valuation multiples despite strong profitability, disciplined capital allocation, and high-margin recurring revenues—making it a compelling value play with upside from M&A and buybacks.