We Study Billionaires - The Investor’s Podcast Network
TIP634: Value Investing Fundamentals w/ John Huber
May 31, 2024
Join John Huber, Managing Partner at Saber Capital Management, as he dives into the fundamentals of value investing. He shares insights on constructing a personal MBA, the concept of 'Base Hit Investing,' and identifies three key sources of stock returns. John critically evaluates Costco's stock, pondering whether it's in a bubble, and details the types of companies he targets for investment. With a keen eye on current market conditions, he discusses his strategy for concentrated positions and the importance of writing out investment theses for clarity.
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Quick takeaways
- Prioritize competitive advantages, returns on capital, and case studies in personal MBA program.
- Base hit investing focuses on low-risk, incremental growth with consistent returns and multiple engine growth.
Deep dives
Key Points of a Personal MBA Program
Starting a personal MBA program includes studying Buffett's letters, focusing on competitive advantages, understanding returns on capital, and learning from case studies and business-related books.
