We Study Billionaires - The Investor’s Podcast Network

TIP329: Value Investing - w/ John Huber, Tobias Carlisle, and Wes Gray (Business Podcast)

Dec 27, 2020

In this enlightening discussion, guests John Huber, Tobias Carlisle, and Wes Gray share their immense expertise in value investing. Huber highlights the pitfalls of picking the wrong business, while Carlisle offers insights on adapting to evolving market environments. Gray discusses the cyclical nature of markets, emphasizing the importance of risk management and self-awareness in investment strategies. They reflect on personal growth in investing, sharing lessons learned and advice for younger investors on navigating financial landscapes with confidence.

53:31

Episode guests

Wes Gray

Tobias Carlisle

John Huber

Highlights

AI Chapters

Episode notes

Seek Value Discrepancies and Diversify

01:34

Finding Your Investing Style

01:33

Importance of Market Perception in Investing

00:47

Intrinsic Value and Long-Term Stock Prices

01:59

Intro

2min

Rethinking Investment Strategies

14min

Promotional Insights for Business and Language Learning

4min

Exploring Cyclicality and Momentum in Investing

3min

Navigating Cycles in Real Estate Investing

17min

Balancing Value and Momentum in Investing

4min

The Art of Value Investing

4min

Investment Wisdom: Learning from Experience

10min

For this week’s episode, Stig has invited John Huber from Saber Capital management, Tobias Carlisle from Acquirer's Fund, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They talk about different value investing concepts that all investors should know.

IN THIS EPISODE, YOU'LL LEARN:

How to know what you don’t know
How to make and lose money in market cycles
How to have the right amount of risk in your portfolio
Which investment advice you should give to your younger self
Why far more investing mistakes come from picking the wrong business than paying too much for a great business

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Tobias Carlisle’s podcast, The Acquirer’s Podcast
Tobias Carlisle’s Acquirers Fund
Tobias Carlisle’s book, The Acquirer’s Multiple – read reviews of this book
Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com
Tobias Calisle’s interview with John Huber
Dr. Wesley Gray’s website: Alpha Architect
Dr. Wesley Gray’s book: Quantitative Momentum – Read Reviews for this book
Dr. Wesley Gray’s book: Quantitative Value – Read Reviews for this book
Preston and Stig’s interview with John Huber about the intrinsic value of Facebook
John Huber’s company, Saber Capital
John Huber’s value investing blog
Q&A sessions from Berkshire Hathaway Shareholder’s meetings

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
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:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

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