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TIP509: Value Analysis of Warner Brothers Discovery, Lithia Motors and Meta w/ Bill Nygren & Alex Fitch
We Study Billionaires - The Investor’s Podcast Network
The Investors Podcast - Trey Lockerbie and Alex Fitch
Bill Niegren: We've been able to find a lot of opportunity. He says once the news was out, it was too late to sell. Oakmark fund owns just over 50 names and in a 12-month period, you might see us have 10 new ideas. In nine months, I believe we had 12 new ideas.
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