[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  TheStockBro [@TheStockBro](/creator/twitter/TheStockBro) on x 2533 followers Created: 2025-06-22 22:13:51 UTC $GOOGL $DE $PSX $KDP $SCHW $PAYC $ABNb $COP $WBD $CHTR $ICE $IQV $LAD $EFX $APA $CNC $MOH $LBRDK $FCNCA Bill Nygren & Oakmark Portfolio Q1 2025 Strategy: Old School Value Investing “When you make an investment you’re getting two things: The Balance Sheet and The Guy Who Runs The Company… and you better like both of them… We believe that the best way to achieve superior returns is to buy good businesses at reasonable valuations and hold them for the long term… Value investing isn't about buying cheap stocks; it's about buying stocks that are worth more than you're paying for them… The market often overreacts to short-term news, creating opportunities for patient investors to buy quality companies at discounted prices… Our job as value investors is to figure out what a business is worth and then pay a lot less for it.” -Bill Nygren Principal, Oakmark  XXXXX engagements  **Related Topics** [cnc](/topic/cnc) [efx](/topic/efx) [psx](/topic/psx) [googl](/topic/googl) [superior](/topic/superior) [balance sheet](/topic/balance-sheet) [investment](/topic/investment) [$moh](/topic/$moh) [Post Link](https://x.com/TheStockBro/status/1936910532113842264)
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TheStockBro @TheStockBro on x 2533 followers
Created: 2025-06-22 22:13:51 UTC
$GOOGL $DE $PSX $KDP $SCHW $PAYC $ABNb $COP $WBD $CHTR $ICE $IQV $LAD $EFX $APA $CNC $MOH $LBRDK $FCNCA
Bill Nygren & Oakmark Portfolio Q1 2025
Strategy: Old School Value Investing
“When you make an investment you’re getting two things: The Balance Sheet and The Guy Who Runs The Company… and you better like both of them…
We believe that the best way to achieve superior returns is to buy good businesses at reasonable valuations and hold them for the long term…
Value investing isn't about buying cheap stocks; it's about buying stocks that are worth more than you're paying for them…
The market often overreacts to short-term news, creating opportunities for patient investors to buy quality companies at discounted prices…
Our job as value investors is to figure out what a business is worth and then pay a lot less for it.” -Bill Nygren Principal, Oakmark
XXXXX engagements
Related Topics cnc efx psx googl superior balance sheet investment $moh