The Intrinsic Value Podcast - The Investor’s Podcast Network
MI379: Quality Investing: Learnings From John Huber w/ Shawn O’Malley
Nov 25, 2024
Discover the secrets of long-term quality investing, inspired by John Huber’s successful strategies. Learn how time-arbitrage allows savvy investors to thrive amid market mispricing. Delve into the unique fee structures that prioritize investor interests. Explore how to assess Return on Invested Capital (ROIC) and understand the true value of high-quality businesses. The focus shifts to recognizing the intrinsic value of companies, blending both quality and value investing for greater returns. Embrace patience and informed decision-making in your investment journey!
55:06
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Quick takeaways
- John Huber's investment philosophy emphasizes prioritizing high-quality companies with strong fundamentals for long-term growth and compounding value.
- Time arbitrage is a unique advantage that allows long-term investors to capitalize on market inefficiencies often overlooked by short-term traders.
Deep dives
Investment Philosophy Based on Quality
The investment philosophy emphasizes the importance of owning high-quality businesses for the long term. John Huber believes that the best investments come from exceptional companies with strong fundamentals, characterized by profitable unit economics, growth potential, and moats that widen with success. He categorizes his investments into two types: unfinished companies with significant reinvestment opportunities and established companies that command monopoly rents. By focusing on these traits, Huber aims to identify businesses that can compound value significantly over the next decade.
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