MI138: Fiserv Deep Dive w/ Bill Nygren & Mike Nicolas

Feb 1, 2022

53:23

forum

Ask episode

view_agenda

Chapters

auto_awesome

Transcript

info_circle

Episode notes

IN THIS EPISODE, YOU’LL LEARN:

01:51 - The three things that Bill and Mike look for in companies they invest in.
04:23 - The lines of business that Fiserv has today.
26:06 - Why Fiserv is trading at a much lower valuation than PayPal and Square.
34:56 - The biggest risks investing in Fiserv.
45:39 - Why Oakmark views Facebook and Alphabet as value investments.
And much, much 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 Kyle and the other community members.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Oakmark’s website.
Oakmark’s market commentary.
Related episode: MI124: Is Amazon a Value Stock? w/ Jason Moser.
Related episode: TIP355: Why Facebook Is A Value Stock w/ Bill Nygren & Mike Nicolas.
Get a FREE audiobook from Audible.
Check out our Investing Starter Packs about business and finance.

SPONSORS

Support our free podcast by supporting our sponsors:

Airbnb

Read this episode’s transcript and full show notes on our website.

Connect with Bill & Mike: Website | LinkedIn | Twitter

Connect with Clay: Twitter

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Home Top podcasts Popular guests