The Rise of Overvalued Growth Companies

Since the 2008 financial crisis, we've seen the emergence of these massive companies. But a decade or so ago, they were considered overvalued growth companies in many ways. So I'm curious what your thoughts are on how these companies emerged from being overvalued growthCompanies to reasonable value plays for Warren Buffett style type investors.

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IN THIS EPISODE, YOU’LL LEARN:

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.
32:11 - The three factors that go into a stocks overall investment return.
46:50 - John’s thoughts on portfolio allocation and selling winners.
46:50 - What led John to recently make 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.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Related episode: MI125: Investing Like Warren Buffett w/ Jake Taylor.
Related episode: MI159: The Science of Hitting w/ Alexander Morris.
Related episode: TIP329: Value Investing w/ John Huber, Tobias Carlisle, And Wes Gray.
Related episode: TIP312: Investing In Businesses W/ Great Fundamentals w/ John Huber.
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