TIP329: Value Investing - w/ John Huber, Tobias Carlisle, and Wes Gray (Business Podcast)

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

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 27 December 2020

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

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Summary

For this week’s episode, Stig has invited John Huber from Saber Capital management, Tobias Carlisle from Acquirer's Fund, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They talk about different value investing concepts that all investors should know. IN THIS EPISODE, YOU'LL LEARN: How to know what you don’t know How to make and lose money in market cycles How to have the right amount of risk in your portfolio Which investment advice you should give to your younger self Why far more investing mistakes come from picking the wrong business than paying too much for a great business BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Tobias Carlisle’s podcast, The Acquirer’s Podcast Tobias Carlisle’s Acquirers Fund Tobias Carlisle’s book, The Acquirer’s Multiple – read reviews of this book Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com Tobias Calisle’s interview with John Huber Dr. Wesley Gray’s website: Alpha Architect Dr. Wesley Gray’s book: Quantitative Momentum – Read Reviews for this book Dr. Wesley Gray’s book: Quantitative Value – Read Reviews for this book 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 Q&A sessions from Berkshire Hathaway Shareholder’s meetings 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! 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 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. 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Transcript

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0:00.0	You're listening to TI-P.
0:02.8	In this episode, I speak to three faint favorites of the Investors podcast.
0:06.7	John Hober from Saber Capital Management, Tobias Kailal, Quiles Fund, and Dr. Wes Gray
0:11.8	from Alpha Architect, all three of them are highly successful as a managers.
0:16.6	We discussed value investing concepts that all investors should know ranging from a deep
0:20.6	understanding of risk to security, position sizing, and much more.
0:25.0	So without further delay, here's our discussion with John Hober, Tobias Kailal, and Wes Gray.
0:29.9	You're listening to the Investors podcast.
0:36.8	Where we study the financial markets and read the books that influence self-made billionaires
0:41.3	the most.
0:42.3	We keep you informed and prepared for the unexpected.
0:45.3	Welcome to the Investors podcast.
0:56.1	I'm your host, Dick Brodersen, and I'm not here today with any of my co-hosts.
1:00.9	However, I'm here with no less than three guests.
1:04.6	It's safe to say that we have a superior lineup for you.
1:07.5	We have John Hober, Tobias Kailal, and Wes Gray with us.
1:11.2	Jens, thank you so much for making time to join the group here today.
1:15.0	Thanks, Dick.
1:16.0	Come on.
1:17.0	Yeah, thank you, Dick.
1:18.0	So I was speaking with John the other day, and he suggested that we tried out a different
1:22.6	format here for the show.
	...

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