TIP312: Investing In Businesses w/ Great Fundamentals 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 August 2020

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

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Summary

John Huber, managing partner at Sabre Capital Management joins Preston Pysh and Stig Brodersen to discuss identify high-quality businesses. IN THIS EPISODE, YOU’LL LEARN: How to identify high-quality businesses and their moat. How to make growth assumptions for your stock picks. Why the vast majority of losses in the stock market come from picking the wrong business and not picking the wrong valuation on the right business. How is the COVID-19 crisis different and similar to other crises in the stock market? Ask The Investors: Should I borrow money and buy a real asset if I think we will see massive inflation? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Preston and Stig’s interview with John Huber about the intrinsic value of Facebook. John Huber’s company, Saber Capital. John Huber’s value investing blog. Preston and Stig’s free value investing forum. Jeremy Siegel’s, Stock for the long run – Read reviews of this book. 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. 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Transcript

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0:00.0	You're listening to TI P.
0:02.5	On today's show, we have a returning guest that always has such valuable insights and
0:07.1	that's Mr. John Hubert, who's the managing partner at Saber Capital Management.
0:11.7	During the discussion, we talk about how to make growth assumptions for companies, how
0:15.7	to identify high quality businesses with an enduring competitive advantage, and then we
0:20.0	talk about how COVID is impacting certain businesses.
0:23.4	So without further delay, here's our interview with John Hubert.
0:30.0	You are listening to the Investors Podcast, where we study the financial markets and read
0:35.2	the books that influence self-made billionaires the most.
0:38.4	We keep you informed and prepared for the unexpected.
0:41.4	Welcome to the Investors Podcast.
0:52.5	I'm your host, Dick Broderson, and as always, I'm a company by my co-host Preston Pish.
0:58.2	The day's topic is value investing in 2020, and we are grateful that you, John, have taken
1:04.1	the time to speak with us here today.
1:05.7	We really couldn't find a better guest to guide us through this.
1:10.4	Thank you.
1:11.4	Thanks for having me on.
1:12.4	You really appreciate it.
1:13.4	John, my first question to you is about Investment Ideas.
1:17.5	Investors generate investment ideas in different ways.
1:21.0	They might start with a stock screener, they might speak to a mastermind group where everyone
1:24.6	pitches a stock or it might be on the valiumvestorsclub.com.
	...

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