TIP430: From Facebook to Meta and Beyond w/ Bill Nygren

<p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><ul><li>01:39 - An update on Facebook, now Meta, since our last discussion in June 2021.</li><li>11:53 - Oakmarks process to finding and vetting stock ideas.</li><li>31:58 - How they think about diversification once they’re highly allocated in a certain sector.</li><li>35:02 - An overview of some of Oakmarks top positions, including their heavy weighting in Alphabet.</li><li>46:26 - Buffett’s recent position in Nubank and how it compares to Oakmarks positions in Ally and Fiserv.</li><li>58:29 - A forecast of Oil and how EOG and Conoco will follow.</li><li>And a whole lot more!</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES:</strong></p><ul><li>Oakmark Funds <a href="https://oakmark.com/" rel="noopener noreferrer" target="_blank"><strong>Website.</strong></a></li><li>Trey Lockerbie <a href="https://twitter.com/treylockerbie" rel="noopener noreferrer" target="_blank"><strong>Twitter.</strong></a></li><li>Preston, Trey &amp; Stig’s tool for picking stock winners and managing our portfolios:<strong> </strong><a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank"><strong>TIP Finance Tool.</strong></a></li><li>New to the show? Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/" rel="noopener noreferrer" target="_blank"><strong>We Study Billionaires Starter Packs</strong></a>.</li><li>Learn more about how you can get started investing in some of the best cash flow markets today with&nbsp;<a href="https://renttoretirement.com/tip" rel="noopener noreferrer" target="_blank"><strong>Rent to Retirement</strong></a>.</li><li>Push your team to do their best work with&nbsp;<a href="https://monday.com/" rel="noopener noreferrer" target="_blank"><strong>Monday.com</strong></a>&nbsp;Work OS. Start your free two-week trial today.</li><li>Get access to some