Identifying Gems in Investment

This chapter focuses on the art of spotting investment opportunities with robust fundamentals through thorough research and strategic patience. It highlights the significance of adaptability in companies, using Facebook's evolution as a prime example, and discusses the traits of successful businesses like those operating on a toll road model. The conversation underscores the importance of high return on capital and effective management in creating sustainable competitive advantages.

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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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