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

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

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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.



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