The Security Analysis Podcast cover image

John Huber: Base Hit Investing

The Security Analysis Podcast

CHAPTER

Long-Term Value Investing Strategies

The chapter explores Sabre Capital's investment philosophy centered around compounding capital at low risk, focusing on finding undervalued stocks with long-term growth potential. It discusses the three drivers of return - earnings growth, changes in multiples, and returns of capital - while cautioning against overpaying for future cash flows. Emphasizing the importance of quality investing and strategic evaluation, the chapter provides insights into sustainable value compounding and the challenges faced by iconic businesses.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner