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TIP312: INVESTING IN BUSINESSES W/ GREAT FUNDAMENTALS
W/ JOHN HUBER
29 August 2020
On today’s show, we have Mr. John Huber, who’s the managing Partner at Saber Capital Management. During the discussion, we talk about how to make growth assumptions for companies, how to identify high-quality businesses with a competitive advantage, and the impacts COVID-19 is having on businesses.
SUBSCRIBE
IN THIS EPISODE, YOU’LL LEARN:
- How to identify high-quality businesses and their moat.
- How to make growth assumptions for your stock picks.
- Why the vast majority of losses in the stock market come from picking the wrong business and not picking the wrong valuation on the right business.
- How is the COVID-19 crisis different and similar to other crises in the stock market?
- Ask The Investors: Should I borrow money and buy a real asset if I think we will see massive inflation?
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 TIP.
Preston Pysh 0:02
On today’s show, we have a returning guest that always has such valuable insights and that’s Mr. John Huber who’s the managing partner at Sabre Capital Management. During the discussion, we talked about: how to make growth assumptions for companies, how to identify high-quality businesses with an enduring competitive advantage, and how COVID is impacting certain businesses. So without further delay, here’s our interview with John Huber.
Intro 0:29
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.
Stig Brodersen 0:50
Welcome to the Investors podcast. I’m your host Stig Brodersen. And as always, I’m accompanied by my co-host Preston Pysh. Today’s topic is value investing in 2020 and we are grateful that John has taken the time to speak with us today. We really couldn’t find a better guest to guide us through this.
John Huber 1:10
Thank you. Thanks for having me. Appreciate it.
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BOOKS AND RESOURCES:
- Preston and Stig’s interview with John Huber about the intrinsic value of Facebook.
- John Huber’s company, Saber Capital.
- John Huber’s value investing blog.
- Preston and Stig’s free value investing forum.
- Jeremy Siegel’s, Stock for the long run – Read reviews of this book.
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