AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min 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
Lithia Motors
Lithia Motors is a used car dealership and also has ancillary services as well. Lithia, Carvana and others have had this huge run up since 2020 due to this high demand for cars and the lack of supply of chips. Both have come down considerably from their COVID highs. The stock's just a touch over six times earnings on our underlying earnings estimate today,. I think it's pretty materially undervalued.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode