MI138: Fiserv Deep Dive w/ Bill Nygren & Mike Nicolas
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 1 February 2022
⏱️ 57 minutes
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Summary
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| 0:00.0 | You're listening to TIP. |
| 0:02.6 | Yeah, it's funny. |
| 0:03.2 | I think a lot of times people get the idea that value investors are stuck investing in below |
| 0:10.1 | average businesses, what Warren Buffett or Benjamin Graham called the cigar bet companies. |
| 0:16.8 | But to us, value just means that you're getting a lot more than you're paying for. |
| 0:24.1 | On today's episode, I'm joined by Bill Nygren and Mike Nicholas. Bill and Mike are portfolio |
| 0:29.7 | managers at Oakmark Funds, which has over $120 billion in assets under management. During the |
| 0:35.7 | episode, I chat with Bill and Mike about the three things |
| 0:38.8 | they look for and companies they invest in. Why FISAV is a great value play in today's market. |
| 0:44.8 | How FISA's growth compares to that of the S&P 500? Why their P.E ratio shouldn't be taken at face |
| 0:51.1 | value. How Bill and Mike view the valuation of FISA and why the stock |
| 0:55.7 | is currently trading at a much lower valuation than their competitors, PayPal and Square, |
| 1:01.0 | why they view Facebook and Alphabet as value plays and much, much more. Bill and Mike's approach |
| 1:07.1 | to discovering investment opportunities is very insightful and I personally find |
| 1:11.6 | a ton of value learning from them. I hope you enjoyed this episode as much as I did with Bill |
| 1:16.3 | Nygren and Mike Nicholas. You're listening to Millennial Investing by the Investors Podcast Network |
| 1:22.8 | where your hosts, Robert Leonard and Play Fink, interview successful entrepreneurs, business leaders, |
| 1:28.7 | and investors to help educate and inspire the millennial generation. |
| 1:39.2 | Welcome to the Millennial Investing Podcast. I'm your host, Clay Fink, and on today's show, I'm joined by |
| 1:44.8 | Bill Nygren and Mike Nicholas. Gentlemen, welcome to the show. Thank you, Clay. Great to be here. |
| 1:51.4 | I've been a huge fan of you guys for a while now, and I really think the listeners are going to |
| 1:56.9 | really like this episode as we're going to talk a bit about your investment processes and |
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