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.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

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

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

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

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

From Victim To Victor To Vessel with Peter Eugène Bennett | SSP 158