MI138: Fiserv Deep Dive w/ Bill Nygren & Mike Nicolas

IN THIS EPISODE, YOU’LL LEARN:

01:51 - The three things that Bill and Mike look for in companies they invest in.

04:23 - The lines of business that Fiserv has today.

26:06 - Why Fiserv is trading at a much lower valuation than PayPal and Square.

34:56 - The biggest risks investing in Fiserv.

45:39 - Why Oakmark views Facebook and Alphabet as value investments.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.

Oakmark’s website.

Oakmark’s market commentary.

Related episode: MI124: Is Amazon a Value Stock? w/ Jason Moser.

Related episode: TIP355: Why Facebook Is A Value Stock w/ Bill Nygren & Mike Nicolas.

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Read this episode’s transcript and full show notes on our website. Connect with Bill & Mike: Website | LinkedIn | Twitter Connect with Clay: Twitter

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