TIP430: From Facebook to Meta and Beyond w/ Bill Nygren

Trey Lockerbie brings back one of our favorite guests, Bill Nygren. Bill is a partner and portfolio manager at OakMark where they manage over $64B.

IN THIS EPISODE, YOU’LL LEARN:

• 01:39 - An update on Facebook, now Meta, since our last discussion in June 2021.
• 11:53 - Oakmarks process to finding and vetting stock ideas.
• 31:58 - How they think about diversification once they’re highly allocated in a certain sector.
• 35:02 - An overview of some of Oakmarks top positions, including their heavy weighting in Alphabet.
• 46:26 - Buffett’s recent position in Nubank and how it compares to Oakmarks positions in Ally and Fiserv.
• 58:29 - A forecast of Oil and how EOG and Conoco will follow.
• And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
• Oakmark Funds Website.
• Related Episode: TIP355 - Why Facebook Is A Value Stock W/ Bill Nygren and Mike Nicolas.
• Related Episode: TIP293 - Intrinsic Value Assessment Of Bank Of America W/ Bill Nygren.
• Trey Lockerbie Twitter.

SPONSORS

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• Bluehost
• Fintool
• PrizePicks
• Vanta
• Onramp
• SimpleMining
• Fundrise
• TurboTax

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