TIP430: From Facebook to Meta and Beyond w/ Bill Nygren
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 13 March 2022
⏱️ 66 minutes
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| 0:00.0 | You're listening to TI-P. |
| 0:03.0 | On today's show, we welcome back Bill Nigeren. |
| 0:06.0 | Bill is a partner and portfolio manager at Oakmark, |
| 0:09.0 | where they manage over $64 billion. |
| 0:12.0 | In this episode, we discuss an update on Facebook, |
| 0:15.0 | now meta, since our last discussion in June of 2021. |
| 0:19.0 | Oakmark's process to finding and vetting stock ideas, |
| 0:22.0 | how they think about diversification once they're highly |
| 0:25.0 | allocated in a certain sector, |
| 0:27.0 | an overview of some of Oakmark's top positions, |
| 0:30.0 | including their heavy weighting in alphabet. |
| 0:33.0 | Buffett's recent position in Newbank, |
| 0:35.0 | and how it compares to Oakmark's position in ally and Pfizer, |
| 0:38.0 | a forecast of oil and how EOG and Conaco will follow |
| 0:41.0 | and a whole lot more. |
| 0:43.0 | Bill is one of our favorite guests |
| 0:45.0 | because he always brings such a wealth of knowledge. |
| 0:48.0 | You can clearly see how research he and his team are |
| 0:50.0 | on the topics at hand. |
| 0:52.0 | So without further ado, please enjoy my discussion |
| 0:54.0 | with the brilliant Bill Nigeren. |
| 0:57.0 | You are listening to the Investors podcast, |
... |
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