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The Acquirers Podcast

Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration

Feb 13, 2024
Guest John Huber discusses topics such as value in small and mid-cap companies, ESG impact on stock valuations, fiber optic cables, downhill skiing, diversification in investing, and successful investment in Japan using borrowed funds. The chapter highlights the importance of valuation, effective capital allocation, and finding undervalued companies.
01:00:09

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Consider time horizons when making investment decisions and align strategies accordingly.
  • Diversification level varies based on personal preferences, risk appetite, and ability to research and monitor investments.

Deep dives

The Importance of Time Horizons in Investing

Investors need to consider their time horizons when making investment decisions. Short-term optimization may require taking more risks, while longer-term optimization may require a more conservative approach. The idea of ergodicity highlights the importance of aligning investment strategies with time horizons.

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