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

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 30 June 2019

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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 MENTIONED IN THIS EPISODE

John Huber's, articles and investment theses
John Huber's stock pitch of Tencent
Download your free audio book at Audible.
Find the best job candidate at Ziprecruiter.
Grow your wealth without sacrificing your values with Swell.
Let Commonwealth Bank tell you what you need to know, when you need to know it.
Move your business to the cloud with Netsuite.

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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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