The Intrinsic Value Podcast - The Investor’s Podcast Network

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

Aug 30, 2024

John Huber, Managing Partner of Saber Capital Management, shares insights on leveraging retail investor advantages against the market. He discusses how sports have refined his investing acumen and what to examine for a company's competitive moat. Huber elaborates on portfolio management, the significance of selling winners wisely, and the three key factors influencing stock returns. Notably, he reveals his strategy behind making Amazon his largest portfolio position and considers the broader societal impacts of investment choices.

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Episode notes

Intro

00:00 • 4min

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The Power of Long-Term Investing

04:03 • 13min

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Sponsorship Insights and Airbnb Experience

16:40 • 3min

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Durability in Investment Strategies

19:56 • 22min

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Sponsor Insights on Business Efficiency and Investment

42:07 • 4min

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Amazon's Advertising Ascendancy

46:20 • 17min

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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.
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