Warner Brothers, Lithia Motors, and Meta Value Analysis w/ Legend Bill Nygren & Alex Fitch (TIP509)
发布时间 2022-12-29 23:45:00 来源
摘要
Today we welcome back legendary investor Bill Nygren of Oakmark as well as fund manager and director of research, Alex Fitch. We always value the insights we glean from the experts at Oakmark and today, we have a lot to talk about. Earlier this year in March, Bill and I discussed Facebook's transition into Meta. We touch on how the Oakmark thesis has played out since given the high level of controversy surrounding the company. Additionally, we do a couple of deep dives into what appear to be very undervalued companies, Warner Brothers Discovery and Lithia Motors.
It’s always a pleasure to speak with such brilliant investors like Bill and Alex and I know you’ll get a lot out of this one. So with that, please enjoy this conversation with Bill Nygren and Alex Fitch.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:00:24 - Oakmark’s framework for navigating the current market
00:05:45 - Bill’s updated thoughts on Meta and Bank of America
00:16:57 - How the Warner Discovery merger has caused a lot of confusion in the market that may now have resulted in a severely undervalued stock
00:30:46 - How Lithia motors is quietly capitalizing on the used car market and it’s newer DTC platform
00:33:49 - How Lithia compares to competitors such as Carvana who’s stock has nearly crashed completely
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💡 OTHER RESOURCES
- Visit the Oakmark website: https://oakmark.com/
- Oakmark Commentary: https://oakmark.com/news-insights/commentary/
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WHO I AM:
I’m Trey Lockerbie and host of We Study Billionaires🎙. I used to study options trading but pivoted to value investing 💵 after a life-altering dinner with Warren Buffet. Back in the day I was traveling around the world as a musician, but I’ve now settled in Los Angeles with my wife and two children. Together with my wife I started Better Booch 🥃 - a nationally distributed Kombucha company.
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