Sponsorship Insights and Airbnb Experience | 3min snip from The Intrinsic Value Podcast

Get the app

MI Rewind: Is FAANG the New Value? w/ John Huber

The Intrinsic Value Podcast - The Investor’s Podcast Network

chevron_right

notes

CHAPTER

Sponsorship Insights and Airbnb Experience

This chapter features a break in the discussion where the speakers present their sponsors, including Microsoft Azure and public.com. They also share their positive experiences with Airbnb, highlighting its ease of use for hosts and the benefits of renting out property.

00:00

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

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.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Toyota
Facet
ShipStation
Fundrise
Public
Bluehost
Airbnb
NetSuite

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Remember Everything You Learn from Podcasts

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

Home Top podcasts Popular guests