Competitive Advantages in the Mortgage Industry

This chapter analyzes the competitive advantages of leading mortgage companies, with a focus on Rocket Mortgage's high customer retention rate. It highlights key factors such as sales culture and technology that contribute to this success, along with the significance of recapture rates in enhancing mortgage servicing value.

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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.

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