MI165: Is FAANG the New Value? w/ John Huber

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Business, Investing

4.6 • 593 Ratings

🗓️ 5 May 2022

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

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Summary

IN THIS EPISODE, YOU’LL LEARN: 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. 32:11 - The three factors that go into a stocks overall investment return. 46:50 - John’s thoughts on portfolio allocation and selling winners. 46:50 - What led John to recently make 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. Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance. Related episode: MI125: Investing Like Warren Buffett w/ Jake Taylor. Related episode: MI159: The Science of Hitting w/ Alexander Morris. Related episode: TIP329: Value Investing w/ John Huber, Tobias Carlisle, And Wes Gray. Related episode: TIP312: Investing In Businesses W/ Great Fundamentals w/ John Huber. Get a FREE audiobook from Audible. Check out our Investing Starter Packs about business and finance. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Read this episode’s transcript and full show notes on our website. Connect with John: Website | Twitter Connect with Clay: Twitter HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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 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.
0:02.9	When it comes to the Fang stocks or any of these stocks that appear over value that have had these great runs,
0:08.0	I think it's just simply that the market and people in general,
0:11.7	you know, myself included for many of these stocks,
0:14.0	underestimated the growth and the durability and the sustainability and the sustainability of these business models,
0:19.5	the longevity that they've had.
0:21.4	And so, on today's episode, I'm joined by John Huber.
0:29.3	John is the managing partner of Saber Capital Management and is one of our favorite guests
0:33.5	to have on the show here at TIP.
0:35.6	During the episode, John and I chat about the edge retail
0:38.4	investors can have to beat the market. How watching sports has helped John become a better investor?
0:44.0	What to look for and accompany to determine if it has a strong moat and competitive advantage?
0:48.9	John's thoughts on portfolio allocation and selling winners. The three factors that go into a
0:54.0	stock's overall
0:54.9	return, what led John to recently making Amazon his biggest position in his portfolio, how
1:01.1	the fan companies have transformed into more value plays, and much more.
1:06.0	Over the years, the fan companies have exceeded essentially everyone's expectations in terms
1:10.4	of growth and performance.
1:12.2	And with that, they built massive competitive advantages based on the network effects and
1:16.7	business models they have. It is exciting that we can potentially find many great value plays
1:21.7	sitting right in front of us with some products that we use every single day. With that,
1:26.3	I hope you enjoy today's episode with John
	...

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