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Investment Insights: Visa, MasterCard, and Meta
This chapter examines the cautious investment approach towards Visa and MasterCard despite their solid fundamentals, alongside a historical perspective on their market engagement. It also analyzes Facebook's transformation into Meta, discussing the implications of this change for investors amid evolving technological trends.
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:
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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