The Intrinsic Value Podcast - The Investor’s Podcast Network

MI379: Quality Investing: Learnings From John Huber w/ Shawn O’Malley

74 snips
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!
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ADVICE

Huber's Fee Structure

  • Study John Huber's fee structure, modeled after Buffett's partnership model.
  • Align incentives by only profiting when investors see attractive returns.
INSIGHT

Long-Term Quality Investing

  • Exceptional companies that compound value over the long term offer the best investments.
  • Time arbitrage is a key advantage for long-term investors.
INSIGHT

Time Arbitrage Advantage

  • An informational advantage is fleeting; a long-term horizon is more sustainable.
  • Large-cap stocks offer time arbitrage opportunities due to short-term market reactions.
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