Calls
12
David Herro
Co-CIO, Oakmark
Win Rate
-
return
-
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 28
$86.88
-
BMW is a global business with roughly one-third of sales each in Asia, Europe, and North America, but it is valued as if its European domicile is a problem. It has a free cash flow yield well over 10% and is probably growing 4-5%, making it an especially attractive opportunity.
Autos & EV
Long
Jan 28
$87.85
-
European companies are often avoided because Europe is slow-growth, bureaucratic, and overregulated, but many are global businesses with sales diversified across Asia, Europe, and North America. Their valuations are punished merely for where they are listed, creating opportunity.
Equity Indexes
Long
Jan 28
$274.40
-
European luxury goods have been de-rated because of weakness in the Chinese consumer and the popping of China's real estate bubble, but these are global businesses now trading at valuations rarely seen on normal earnings. LVMH/Louis Vuitton, Kering, and Richemont are named as good value.
Retail & Mobility
Showing 3 of 12 calls · sorted by mentions
Choose a mentions count to open ticker posts.
David Herro has 12 trade ideas tracked on Buzzberg across 15 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
