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TIP509: Value Analysis of Warner Brothers Discovery, Lithia Motors and Meta w/ Bill Nygren & Alex Fitch

Dec 30, 2022

Bill Nygren, a value investing guru at Oakmark Funds, and Alex Fitch, his fellow portfolio manager, delve into intriguing market insights. They explain Oakmark's strategy for navigating today’s economy and discuss why Warner Brothers Discovery is currently undervalued post-merger. The duo also highlights Lithia Motors' clever success in the used car market while contrasting it with struggling competitor Carvana. Additionally, they explore the mixed reactions to Meta's Metaverse investments, questioning its financial wisdom amid strong cash flows from Instagram.

58:14

Episode guests

Alex Fitch

Bill Nygren

AI Chapters

Episode notes

Intro

2min

Navigating Bear Markets and Investment Strategies

14min

Investment Opportunities and Educational Resources

3min

Controversial Investments and Future Prospects of Meta

3min

Warner Brothers Discovery: Challenges and Opportunities

21min

Examining Acquisition Strategies in the Automotive Sector

4min

Navigating the Auto Dealership Landscape

11min

Rebalancing Strategies and Investment Philosophy Insights

4min

IN THIS EPISODE, YOU’LL LEARN:

01:45 - Oakmark’s framework for navigating the current market.
12:09 - Bill’s updated thoughts on Meta and Bank of America.
22:18 - How the Warner Discovery merger has caused a lot of confusion in the market that may now have resulted in a severely undervalued stock.
36:07 - How Lithia motors are quietly capitalizing on the used car market and its newer DTC platform.
39:10 - How Lithia compares to competitors such as Carvana who’s stock has nearly crashed completely.
And much, much more!

Disclaimer: Slight discrepancies in the timestamps 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 Website.
Oakmark Commentary.

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