TIP509: Value Analysis of Warner Brothers Discovery, Lithia Motors and Meta w/ Bill Nygren & Alex Fitch
We Study Billionaires - The Investor’s Podcast Network
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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.
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