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.

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