TIP509: Value Analysis of Warner Brothers Discovery, Lithia Motors and Meta w/ Bill Nygren & Alex Fitch

IN THIS EPISODE, YOU’LL LEARN:

• 01:45 - Oakmark’s framework for navigating the current market.
• 12:09 - Bill’s updated thoughts on Meta and Bank of America.
• 22:18 - How the Warner Discovery merger has caused a lot of confusion in the market that may now have resulted in a severely undervalued stock.
• 36:07 - How Lithia motors are quietly capitalizing on the used car market and its newer DTC platform.
• 39:10 - How Lithia compares to competitors such as Carvana who’s stock has nearly crashed completely.
• And much, much more!

Disclaimer: Slight discrepancies in the timestamps 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 Website.
• Oakmark Commentary.

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