Value Investing Fundamentals & Current Market Conditions w/ John Huber (TIP634)

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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On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.

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