TIP430: From Facebook to Meta and Beyond w/ Bill Nygren
We Study Billionaires - The Investor’s Podcast Network
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:
- 01:39 - An update on Facebook, now Meta, since our last discussion in June 2021.
- 11:53 - Oakmarks process to finding and vetting stock ideas.
- 31:58 - How they think about diversification once they’re highly allocated in a certain sector.
- 35:02 - An overview of some of Oakmarks top positions, including their heavy weighting in Alphabet.
- 46:26 - Buffett’s recent position in Nubank and how it compares to Oakmarks positions in Ally and Fiserv.
- 58:29 - A forecast of Oil and how EOG and Conoco will follow.
- And a whole lot more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Oakmark Funds Website.
- Related Episode: TIP355 - Why Facebook Is A Value Stock W/ Bill Nygren and Mike Nicolas.
- Related Episode: TIP293 - Intrinsic Value Assessment Of Bank Of America W/ Bill Nygren.
- Trey Lockerbie Twitter.
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