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

<p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong>&nbsp;</p><ul><li>01:51 - The three things that Bill and Mike look for in companies they invest in.</li><li>04:23 - The lines of business that Fiserv has today.</li><li>26:06 - Why Fiserv is trading at a much lower valuation than PayPal and Square.</li><li>34:56 - The biggest risks investing in Fiserv.</li><li>45:39 - Why Oakmark views Facebook and Alphabet as value investments.</li><li>And much, much more!</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>EPISODE RESOURCES</strong></p><ul><li>Robert and Clay’s tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank"><strong>TIP Finance</strong></a>.</li><li>Oakmark’s <a href="https://oakmark.com/" rel="noopener noreferrer" target="_blank"><strong>website</strong></a>.</li><li>Oakmark’s <a href="https://oakmark.com/news-insights/commentary/" rel="noopener noreferrer" target="_blank"><strong>market commentary</strong></a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/amazon-stock-analysis/" rel="noopener noreferrer" target="_blank"><strong>MI124: Is Amazon a Value Stock? w/ Jason Moser</strong></a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/episodes/why-facebook-is-a-value-stock-w-bill-nygren-mike-nicolas/" rel="noopener noreferrer" target="_blank"><strong>TIP355: Why Facebook Is A Value Stock w/ Bill Nygren &amp; Mike Nicolas</strong></a>.</li><li>Get a <a href="https://www.amazon.com/Audible-Free-Trial-Digital-Membership/dp/B00NB86OYE/?&amp;_encoding=UTF8&amp;tag=millenniali0e-20&amp;linkCode=ur2&amp;linkId=1c34937c3747cd4044bdc87a7823c82f&amp;camp=1789&amp;creative=9325" rel="noopener noreferrer" target="_blank"><strong>FREE audiobook from Audible</strong></a>.</li><li>Check out our<strong> </strong><a href="https://www.theinvestor