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

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 30 December 2022

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. 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 Website. Oakmark Commentary. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Range Rover SimpleMining TastyTrade Daloopa American Express The Bitcoin Way Fundrise USPS Found Onramp Facet Public Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TI-P.
0:03.0	Today we welcome back legendary investor Bill Nichran of Oakmark as well as fund manager
0:07.7	and director of research Alex Fitch.
0:10.4	We always value the insights we glean from the experts at Oakmark and today we have a lot
0:15.1	to talk about.
0:16.1	Earlier this year in March, Bill and I discussed Facebook's transition into meta on episode
0:20.7	430.
0:22.3	We touch on how the Oakmark thesis has played out since given the high level of controversy
0:26.2	surrounding the company.
0:27.5	Additionally, we do a couple of deep dives into what appear to be very undervalued stocks
0:31.4	such as Warner Brothers Discovery and Lithium Motors.
0:35.0	In this episode you will learn Oakmark's framework for navigating the current market.
0:39.2	Bill's updated thoughts on meta and bank of America, how the Warner Discovery merger
0:43.3	has caused a lot of confusion in the market that may have now resulted in a severely undervalued
0:47.7	stock, how Lithium Motors is quietly capitalizing on the use car market and its newer direct
0:52.8	to consumer platform, how Lithia compares to competitors such as Carvana who stock
0:57.3	has nearly crashed completely and much much more.
1:00.1	It's always a pleasure to speak with such brilliant investors like Bill and Alex and
1:04.2	I know you'll get a lot out of this one.
1:06.4	So with that, please enjoy this conversation with Bill Nigeren and Alex Fitch.
1:11.4	You are listening to the Investors Podcast where we study the financial markets and read
1:19.6	the books that influence self-made billionaires the most.
	...

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