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TIP430: From Facebook to Meta and Beyond w/ Bill Nygren

Mar 13, 2022

Bill Nygren, a partner and portfolio manager at OakMark, shares his expertise on investing with over $64 billion in assets under management. He provides a detailed update on Meta, discussing its valuation and strategic shifts. Nygren explains OakMark's structured stock selection process and highlights their significant positions, including Alphabet. The conversation also touches on Buffett's investment in Nubank compared to OakMark's stakes in Ally and Fiserv, and they forecast oil market dynamics, showcasing the evolving landscape of long-term value investment.

01:01:41

Episode guests

Bill Nygren

AI Chapters

Episode notes

Intro

6min

Valuing Meta: Investment Insights and Ethical Dilemmas

13min

Long-Term Value Evaluation

7min

Investment Selection and Strategy Insights

14min

Investment Insights: Visa, MasterCard, and Meta

6min

Investment Insights and Market Dynamics

17min

Navigating Investments Through Knowledge and Communication

3min

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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