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MI165: Is FAANG the New Value? w/ John Huber
Manage episode 327596197 series 2539397
IN THIS EPISODE, YOU’LL LEARN:
- 06:57 - How retail investors can have an edge over other investors in the market.
- 10:08 - How watching sports has helped John become a better investor.
- 16:04 - What to look for in a company to determine if it has a strong moat and competitive advantage.
- 32:11 - The three factors that go into a stocks overall investment return.
- 46:50 - John’s thoughts on portfolio allocation and selling winners.
- 46:50 - What led John to recently make Amazon his biggest position in his portfolio.
- 56:05 - Whether John considers the company’s impact on society when forming his investment thesis.
- And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
- Check out John’s fund and research, Saber Capital Management.
- Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
- Related episode: MI125: Investing Like Warren Buffett w/ Jake Taylor.
- Related episode: MI159: The Science of Hitting w/ Alexander Morris.
- Related episode: TIP329: Value Investing w/ John Huber, Tobias Carlisle, And Wes Gray.
- Related episode: TIP312: Investing In Businesses W/ Great Fundamentals w/ John Huber.
- Get a FREE audiobook from Audible.
- Check out our Investing Starter Packs about business and finance.
SPONSORS
Support our free podcast by supporting our sponsors:
Read this episode’s transcript and full show notes on our website.
Connect with John: Website | Twitter
Connect with Clay: Twitter
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
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
632 episoder
Manage episode 327596197 series 2539397
IN THIS EPISODE, YOU’LL LEARN:
- 06:57 - How retail investors can have an edge over other investors in the market.
- 10:08 - How watching sports has helped John become a better investor.
- 16:04 - What to look for in a company to determine if it has a strong moat and competitive advantage.
- 32:11 - The three factors that go into a stocks overall investment return.
- 46:50 - John’s thoughts on portfolio allocation and selling winners.
- 46:50 - What led John to recently make Amazon his biggest position in his portfolio.
- 56:05 - Whether John considers the company’s impact on society when forming his investment thesis.
- And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
- Check out John’s fund and research, Saber Capital Management.
- Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
- Related episode: MI125: Investing Like Warren Buffett w/ Jake Taylor.
- Related episode: MI159: The Science of Hitting w/ Alexander Morris.
- Related episode: TIP329: Value Investing w/ John Huber, Tobias Carlisle, And Wes Gray.
- Related episode: TIP312: Investing In Businesses W/ Great Fundamentals w/ John Huber.
- Get a FREE audiobook from Audible.
- Check out our Investing Starter Packs about business and finance.
SPONSORS
Support our free podcast by supporting our sponsors:
Read this episode’s transcript and full show notes on our website.
Connect with John: Website | Twitter
Connect with Clay: Twitter
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
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
632 episoder
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