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
- Oakmark Website.
- Oakmark Commentary.
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