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

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 Fitch2024-04-17T07:00:10-04:00

TIP508: Berkshire’s Purchase of TSM & Meta “Doomsday” Analysis

Clay dives into Warren Buffett’s recent purchase of Taiwan Semiconductor Manufacturing, the critical role semiconductors play in our overall economy, and why Intel and Meta may be undervalued.
TIP508: Berkshire’s Purchase of TSM & Meta “Doomsday” Analysis2022-12-30T07:10:22-05:00

TIP507: Market Indicators, CBDC’s and Real Estate w/ Joe Brown

Trey invites Joe Brown to chat. Joe runs Heresy Financial, which is one of the best resources on YouTube for bite-size market updates and other financial content.
TIP507: Market Indicators, CBDC’s and Real Estate w/ Joe Brown2022-12-29T12:14:57-05:00

TIP506: How Jeff Bezos Built Amazon

Clay summarizes Brad Stone’s book, The Everything Store, which tells the story of how Amazon has become one of the most valuable companies in the world.
TIP506: How Jeff Bezos Built Amazon2022-12-30T07:47:10-05:00

TIP505: The Price of Time w/ Edward Chancellor

Stig interviews Edward Chancellor, the author of The Price of Time. Together they explore the interest rate throughout time.
TIP505: The Price of Time w/ Edward Chancellor2022-12-30T07:47:37-05:00
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