MI Rewind: Is FAANG the New Value? w/ John Huber

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Investing, Education, Business

4.6 • 593 Ratings

🗓️ 30 August 2024

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

Clay Finck chats with John Huber about the edge retail investors can have to beat the market, how watching sports has helped John become a better investors, what to look for in a company to determine it if has a strong moat and competitive advantage, John’s thought’s on portfolio allocation and selling winners, the three factors that go into a stock’s overall return, what led John to recently making Amazon his biggest position in his portfolio, and much more! John Huber is the Managing Partner of Saber Capital Management, LLC. Saber manages separate accounts as well as a partnership modeled after the original Buffett Partnership fee structure. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 06:57 - How retail investors can have an edge over other investors in the market. 10:08 - How watching sports has helped John become a better investor. 16:04 - What to look for in a company to determine if it has a strong moat and competitive advantage. 27:16 - John’s thoughts on portfolio allocation and selling winners. 31:52 - The three factors that go into a stock’s overall investment return. 42:50 - What led John to recently making Amazon his biggest position in his portfolio. 56:05 - Whether John considers the company’s impact on society when forming his investment thesis. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out John’s fund and research, Saber Capital Management. Related episode: Listen to MI125: Investing Like Warren Buffett w/ Jake Taylor, or watch the video. Related episode: Listen to MI159: The Science of Hitting w/ Alexander Morris, or watch the video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:03.0	Hey guys, on today's show, I'm re-sharing a favorite episode from the past.
0:07.0	I'd like to do this because we get a lot of new listeners each week, and they will never have heard this excellent episode before.
0:14.0	And even if you've been listening for a while, you may have missed it when it first came out,
0:18.0	or you could at least benefit from reviewing some of this
0:21.3	episode's lessons again and reinforcing your learning. If you're not interested in episodes
0:26.3	from the past, there's no hard feelings at all, and you can pick up with us again next week
0:30.9	for a brand new episode. Everything going forward is from the original, and I hope you guys
0:36.1	enjoy listening to it as much
0:37.5	as I did.
0:38.5	When it comes to the Fang stocks or any of these stocks that appear over value that have
0:42.6	had these great runs, I think it's just simply that the market and people in general,
0:47.8	myself included for many of these stocks, underestimated the growth and the durability
0:52.9	and the sustainability of these business models,
0:55.5	the longevity that they've had. And so, on today's episode, I'm joined by John Huber.
1:05.2	John is the managing partner of Saber Capital Management and is one of our favorite guests to
1:09.7	have on the show here at TIP. During the episode, John and I chat about the edge retail investors can have to beat the market.
1:16.5	How watching sports has helped John become a better investor? What to look for and accompany
1:21.9	to determine if it has a strong moat and competitive advantage? John's thoughts on portfolio allocation
1:27.1	and selling winners, the three factors that go into
1:29.9	a stock's overall return, what led John to recently making Amazon his biggest position in
1:35.6	his portfolio, how the fan companies have transformed into more value plays, and much more.
	...

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