5min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

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

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

What's the Thing About Bank of America?

The Fed is inducing this sort of quantitative tightening in this form of the reverse repo market. So banks are making more on their reserves and then less likely to lend that money out. We still own Bank of America in the Oakmark Fund, but it's not in our 20 favorites. This year I made my first investment in commercial real estate with passiveinvesting.com.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode