TIP634: Value Investing Fundamentals w/ John Huber

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 31 May 2024

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today’s episode, Clay is joined by John Huber to discuss value investing fundamentals and the current market conditions. John Huber is the Managing Partner of Saber Capital Management, LLC. Saber manages separate accounts as well as a partnership modeled after the original Buffett Partnership fee structure. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:44 - What John would include in his own personal MBA program 07:50 - What base hit investing is. 09:01 - The three sources of returns for a stock. 14:40 - Why Costco’s stock may be in a bubble. 20:39 - The three types of companies that John looks to invest in. 32:21 - John’s view on today’s current market and where he is finding opportunities. 42:57 - How John manages highly concentrated positions in his fund. 47:09 - Why investing has a long feedback loop in assessing decisions. 54:16 - John’s process for writing out his investment thesis. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Check out Saber Capital Management. John Huber’s blog: Base Hit Investing. Check out Journalytic. Related Episode: MI165: Is FAANG the New Value w/ John Huber | YouTube Video. Follow John on Twitter. Follow Clay on Twitter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. 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: River Toyota Sun Life AFR The Bitcoin Way AT&T Sound Advisory Industrious Range Rover iFlex Stretch Studios Meyka Yahoo! Finance Vacasa Briggs & Riley Public American Express USPS Shopify 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! 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.
0:03.0	On today's episode, I'm joined by John Huber to discuss fundamental value investing principles.
0:08.0	John is the managing partner of Saber Capital Management, which is a partnership modeled after the original Buffett Partnership fee structure.
0:15.6	During this chat, we cover what John would include
0:17.8	in his own personal MBA program, what Base Hit Investing
0:21.6	is, the three sources of returns for any stock, why Costco's stock reminds
0:26.3	John of Coca-Cola in 1998, the three types of stocks that John looks to invest in.
0:31.5	John's view on today's current market and where he's finding
0:34.4	the best opportunities and so much more. John also touches on how investing in high quality businesses
0:39.6	has been taken a bit too far by some investors, reminding us that Buffett rarely paid more than 15 times
0:45.6	earnings for a stock. John is an incredibly thoughtful guest and is one of my favorites to bring on the show
0:51.1	as he brings a wealth of knowledge and insights for the
0:53.5	value investing community. I think you're really going to enjoy this one. With
0:57.5	that I bring you today's episode with John Huber.
1:01.6	Celebrating 10 years and more than 150 million downloads.
1:07.0	You are listening to the Investors Podcast Network.
1:10.0	Since 2014, we studied the financial markets and read the books that influence self-made billionaires the most.
1:17.0	We keep you informed and prepared for the unexpected.
1:20.0	Now for your host, Clay Fink.
1:23.0	Welcome to the
1:36.3	Welcome to the investors podcast. I'm your host Clay Fink and today I'm thrilled to welcome back a longtime friend of T. I. John Huber. John, thanks so much for
1:41.0	joining me. Yeah, it's great to be here, Clay.
	...

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