On today’s episode, Clay is joined by John Huber to discuss value investing fundamentals and the current market conditions.
John Huber is the Managing Partner of Saber Capital Management, LLC. Saber manages separate accounts as well as a partnership modeled after the original Buffett Partnership fee structure.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:44 - What John would include in his own personal MBA program
07:50 - What base hit investing is.
09:01 - The three sources of returns for a stock.
14:40 - Why Costco’s stock may be in a bubble.
20:39 - The three types of companies that John looks to invest in.
32:21 - John’s view on today’s current market and where he is finding opportunities.
42:57 - How John manages highly concentrated positions in his fund.
47:09 - Why investing has a long feedback loop in assessing decisions.
54:16 - John’s process for writing out his investment thesis.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
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!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm