TIP293: Intrinsic Value Assessment of Bank of America w/ Bill Nygren (Business Podcast)

TIP293: Intrinsic Value Assessment of Bank of America w/ Bill Nygren (Business Podcast)

On today's show, Stig and Preston talk with investment experts Bill Nygren and Mike Nicolas from Oakmark Funds. The topic is determining the intrinsic value of a company and the company being assessed is Bank of America. IN THIS EPISODE, YOU'LL LEARN: How to estimate the intrinsic value of Bank of America. How to understand bank valuations based on tangible book value. How to read the yield curve and what it means for profitability for banks. How to understand the competitive situation between Wells Fargo, JP Morgan, and Bank of America. Ask The Investors: Why should I buy psychical gold over paper gold? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Oakmark Fund’s website. Oakmark Fund’s market commentaries. Preston and Stig’s interview with Bill Nygren. Preston and Stig’s interview with Sean Stannard-Stockton on First Republic Bank. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Vanta⁠ ⁠Shopify⁠ HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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Avsnitt(1192)

TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra

TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra

In today’s episode, Stig Brodersen is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. Hari makes the case for Meta as a leading AI-powered advertising platform. Tobias...

21 Juni 1h

TIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley

TIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O'Malley take a deep dive into Copa Holdings — the Panama-based hub-and-spoke airline whose investment case now turns on two of the most debated questions in the stock today: ...

18 Juni 1h 26min

TIP823: From Railroads to AI: The Timeless Patterns Behind Market Bubbles w/ Kyle Grieve

TIP823: From Railroads to AI: The Timeless Patterns Behind Market Bubbles w/ Kyle Grieve

Kyle Grieve discusses what bubbles are, why they form, and why they always feel different in real time. He’ll examine historical patterns through frameworks from Insana, Kindleberger, and Howard Marks...

14 Juni 1h 6min

TIP822:  QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley

TIP822: QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley

Kyle Grieve and Shawn O’Malley analyze QXO, the ambitious building-products distribution company led by serial industry consolidator Brad Jacobs, a man who has turned multiple boring industries into e...

11 Juni 1h 20min

TIP821: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Shawn O’Malley & Daniel Mahncke

TIP821: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Shawn O’Malley & Daniel Mahncke

Shawn O'Malley and Daniel Mahncke explore Grab Holdings (ticker: GRAB). In this episode, you'll learn how Grab was able to quickly grow across eight countries in Southeast Asia, and what local adapta...

7 Juni 1h 20min

TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley

TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether...

4 Juni 1h 13min

TIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley

TIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley

Kyle Grieve and Shawn O’Malley analyze LIFCO, one of the world's leading industrial serial acquirers operating through three distinct divisions spanning dental supplies, demolition equipment, and nich...

31 Maj 1h 22min

TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley

TIP818: NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley

In today's episode, Kyle Grieve and Shawn O’Malley analyze NVR, Inc., a homebuilder that has achieved incredible returns through disciplined capital allocation and aggressive share buybacks. They’ll e...

28 Maj 1h 26min

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