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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Oakmark Commentary.


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Trey welcomes back Bill Nygren & Alex Fitch. They analyze a couple of seemingly undervalued companies, and they also touch on how Oakmark's thesis on Meta has played out.

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