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

Rebalancing Strategies and Investment Philosophy Insights

This chapter explores Oakmark's approach to rebalancing its portfolio by trimming positions in overperforming stocks. The speakers also discuss the distinctions between their diversified and select funds, while emphasizing the value of quarterly commentaries for investors seeking deeper insights into their investment philosophy.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner