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THE INTRINSIC VALUE OF FACEBOOK
W/ JOHN HUBER
30 June 2019
On today’s show, we talk to value investing expert John Huber from Saber Capital Management about the intrinsic value of Facebook.
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IN THIS EPISODE, YOU’LL LEARN:
- How to estimate the intrinsic value of Facebook.
- The projection of the future growth of Facebook.
- What the main threat to Facebook is.
- How to assess the competitive situation between Google, Facebook, and Amazon.
- Ask The Investors: Is knowing how to estimate the intrinsic value of a stock enough to build a portfolio?
TRANSCRIPT
Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.
Intro 0:00
You’re listening to T IP.
Preston Pysh 0:02
On today’s show, we bring back a previous guest that Stig and I really admire. John Huber is an avid Buffett style investor that is the founder and portfolio manager at Sabre Capital Management. We love bringing John on the show because he has the ability to go very deep into various investing picks and identify their strengths and weaknesses in an easy and understandable manner.
On today’s show, we’re going to do something that we’ve never done before here at The Investor’s Podcast. We’re going to spend the entire episode assessing one company, and lo and behold, that company is Facebook. So, without further delay, we bring you an assessment of a highly controversial company, Facebook, from the ever so thoughtful John Huber.
Intro 0:45
You are listening to The Investor’s Podcast, where we study the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected.
Preston Pysh 1:05
Hey, everyone. Welcome to The Investor’s Podcast. I’m your host Preston Pysh. As always, I’m accompanied by my co-host, Stig Brodersen. Like we said in the introduction, we have John Huber here with us today. John, welcome to the show.
John Huber 1:17
Yeah, thank you. I’m happy to be back. Thanks for the invitation.
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BOOKS AND RESOURCES
- John Huber’s, articles and investment theses.
- John Huber’s stock pitch of Tencent.
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