430 TIP. From Facebook to Meta and Beyond w/ Bill Nygren
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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