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

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

Guest
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.



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