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TIP509: Value Analysis of Warner Brothers Discovery, Lithia Motors and Meta w/ Bill Nygren & Alex Fitch
We Study Billionaires - The Investor’s Podcast Network
How Do You Manage Oakmark Funds?
Trey Lockerbie: How does Oakmark manage the rebalancing of even top performers, which this might be one day versus some of the declining stocks we talked about before? Well, Bill, it's always a pleasure to have you on the show and Alex, this was a really fun first conversation with you as well. And I got to agree with you guys on a couple of these stock picks, no matter which way I cut it, they do seem both very undervalued. So thanks again.
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