TIP249: The Intrinsic Value of Facebook w/ John Huber (Business Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 30 June 2019

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On today's show, value investing expert John Huber provides an intrinsic value assessment of Facebook. IN THIS EPISODE YOU’LL LEARN: How to estimate the intrinsic value of Facebook The projection of the future growth of Facebook What the main threat to Facebook is How to assess the competitive situation between Google, Facebook, and Amazon Ask The Investors: Is knowing how to estimate the intrinsic value of a stock enough to build a portfolio? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. John Huber's, articles and investment theses. John Huber's stock pitch of Tencent. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. 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: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ 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! 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Transcript

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0:00.0	You're listening to TIP.
0:02.5	On today's show, we bring back a previous guest that's thinking I really admire.
0:06.3	John Huber is an avid Buffett style investor that is the founder and portfolio manager
0:10.8	at Saber Capital Management.
0:12.8	We love bringing John on the show because he has the ability to go very deep into various
0:16.9	investing picks and identify the strengths and weaknesses in an easy and understandable
0:21.3	manner.
0:22.3	And on today's show, we're going to do something that we've never done before here at
0:25.7	the Investors Podcast.
0:27.4	We're going to spend the entire episode assessing one company.
0:32.0	In low and behold, that company is Facebook.
0:34.7	So without further delay, we bring you an assessment of a highly controversial company
0:38.4	Facebook from the ever so thoughtful John Huber.
0:45.4	You are listening to the Investors Podcast where we study the financial markets and read
0:50.4	the books that influence self-made billionaires the most.
0:53.6	We keep you informed and prepared for the unexpected.
1:00.6	Hey, everyone.
1:06.2	Welcome to the Investors Podcast.
1:07.7	I'm your host Preston Pishin.
1:09.0	As always, I'm a company by my co-host, Stig Broderson.
1:12.1	And like we said in the introduction, we have John Huber here with us today.
1:15.7	John, welcome to the show.
	...

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