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4min chapter
TIP509: Value Analysis of Warner Brothers Discovery, Lithia Motors and Meta w/ Bill Nygren & Alex Fitch
We Study Billionaires - The Investor’s Podcast Network
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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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode