Value Investing Fundamentals & Current Market Conditions w/ John Huber (TIP634)
发布时间 2024-06-02 10:51:13 来源
摘要
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:
00:00:00 - Intro
00:00:39 - John’s MBA Program
00:04:08 - Buffett Quote
00:09:00 - Sources of Stock Returns
00:15:24 - Is Costco a bubble?
00:22:18 - 3 types of investments
00:27:16 - Apple Investment
00:35:40 - Current market conditions
00:42:16 - Identifying quality
00:46:33 - Investing internationally
00:49:20 - Concentration
00:54:18 - Mistakes
00:57:58 - Big tech
01:02:39 - Investment memo
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▶️ RELATED EPISODES:
- Are the FAANG Companies Value Stocks? w/ John Huber: https://youtu.be/MIT1qgjSzsc
- How Turtle Creek Beat the Market Since 1998 | Value Investing Masterclass w/ Andrew Brenton: https://youtu.be/VfCJk7Wvldk
- Value Investing Checklist & Philosophy | Warren Buffett Investment Strategy: https://youtu.be/vD2JIWO0osQ
- Making Smarter Decisions & Why Great Investors Are Great Quitters w/ Annie Duke: https://youtu.be/84Uisiv6VVI
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🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/episodes/value-investing-fundamentals-w-john-huber/
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