430 TIP. From Facebook to Meta and Beyond w/ Bill Nygren
发布时间 2022-07-01 21:01:46 来源
摘要
Bill Nygren is a partner and portfolio manager at OakMark, where they manage over $64B. Bill is one of our favorite guests, because he always brings a wealth of knowledge. You can clearly see how researched he and his team are on the topics at hand.
IN THIS EPISODE, YOU'LL LEARN:
0:00:00 - Intro
0:00:19 - An update on Facebook, now Meta, since our last discussion in June 2021
0:04:57 - Is the time to be greedy when others are fearful?
0:06:53 - Facebook’s bad PR. Management issue or media issue?
0:08:45 - Facebook's name change
0:11:02 - Oculus and future of VR
0:12:12 - Oakmark’s process to finding and vetting stock ideas
0:30:42 - How they think about diversification once they’re highly allocated in a certain sector
0:34:20 - An overview of some of Oakmarks top positions, including their heavy weighting in Alphabet
0:40:11 - Visa and Mastercard
0:43:19 - Buffett’s recent position in Nubank and how it compares to Oakmarks positions in Ally and Fiserv
0:53:18 - Netflix
0:57:20 - A forecast of Oil and how EOG and conoco will follow
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💡OTHER RESOURCES
- Oakmark Funds Website - https://oakmark.com/
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