Clay Finck chats with John Huber about the edge retail investors can have to beat the market, how watching sports has helped John become a better investors, what to look for in a company to determine it if has a strong moat and competitive advantage, John’s thought’s on portfolio allocation and selling winners, the three factors that go into a stock’s overall return, what led John to recently making Amazon his biggest position in his portfolio, and much more!
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
01:58 - How retail investors can have an edge over other investors in the market.
07:58 - How watching sports has helped John become a better investor.
14:14 - What to look for in a company to determine if it has a strong moat and competitive advantage.
21:27 - John’s thoughts on portfolio allocation and selling winners.
32:33 - Emergence of FAANG companies as value stocks.
38:49 - What led John to recently making Amazon his biggest position in his portfolio.
48:06 - Whether John considers the company’s impact on society when forming his investment thesis.
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💡 OTHER RESOURCES
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- Robert and Clay’s tool for picking stock winners and managing our portfolios, TIP Finance: www.theinvestorspodcast.com/t...
- Check out our Investing Starter Packs about business and finance: www.theinvestorspodcast.com/m...
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