@SullyCNBC Hi Brian, I like hearing from Bill Nygren, but was surprised that OAKLX is down a whopping 16.84% YTD! Also he sold $aapl in Q1 - presumably at a much lower price. Odd too that higher p/e $googl is his top holding now. The guests performance quote on 📺 ? https://t.co/LZw6Xw0erq