The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI165: Is FAANG the New Value? w/ John Huber

The Intrinsic Value Podcast - The Investor’s Podcast Network

00:00

The Three Engines of Return in a Stock

I noticed that you purchased Apple at call it a 10x free cash flow and scaled out of it at 30x. It's pretty obvious today that Apple was much closer to a fair value back then. The price you pay today is going to have a direct linkage with your ultimate return. And so the trick with investing is getting those three engines to be working in your favor.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
 Get the app