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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI138: Fiserv Deep Dive w/ Bill Nygren & Mike Nicolas
Description: IN THIS EPISODE, YOU’LL LEARN: Â
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
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