MI Rewind: Is FAANG the New Value? w/ John Huber
The Intrinsic Value Podcast - The Investor’s Podcast Network
Intro
This chapter revisits an earlier episode to explore the underestimated growth and enduring value of FAANG stocks. It discusses portfolio management, competitive advantages, and how insights from sports can enhance investment strategies.
Clay Finck chats with John Huber about the edge retail investors can have to beat the market, how watching sports has helped John become a better investors, what to look for in a company to determine it if has a strong moat and competitive advantage, John’s thought’s on portfolio allocation and selling winners, the three factors that go into a stock’s overall return, what led John to recently making Amazon his biggest position in his portfolio, and much more!
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
06:57 - How retail investors can have an edge over other investors in the market.
10:08 - How watching sports has helped John become a better investor.
16:04 - What to look for in a company to determine if it has a strong moat and competitive advantage.
27:16 - John’s thoughts on portfolio allocation and selling winners.
31:52 - The three factors that go into a stock’s overall investment return.
42:50 - What led John to recently making Amazon his biggest position in his portfolio.
56:05 - Whether John considers the company’s impact on society when forming his investment thesis.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
- Check out John’s fund and research, Saber Capital Management.
- Related episode: Listen to MI125: Investing Like Warren Buffett w/ Jake Taylor, or watch the video.
- Related episode: Listen to MI159: The Science of Hitting w/ Alexander Morris, or watch the video.
- Check out the books mentioned in the podcast here.
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