TIP312: Investing In Businesses With Great Fundamentals With John Huber

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.
IN THIS EPISODE, YOU'LL LEARN:
0:00:00 - Intro
0:21:19 - How to identify high-quality businesses and their moat
0:26:32 - How to make growth assumptions for your stock picks
0:37:41 - 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.
0:45:48 - How is the COVID-19 crisis different and similar to other crises in the stock market?
0:57:38 - Ask The Investors: Should I borrow money and buy a real asset if I think we will see massive inflation?
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[@zzd7ry]

Brilliant interview, great questions, thoughtful answers-lots of learning in one hour!

[@macfin4862]

Kogan (KGN) is a great example of what's spoken about at the 29 minute mark. Started making budget TVs sold online and has basically become the Australian version of Amazon since.

[@rishabhsharma8115]

It is osm..😃 thank you so much

[@TheInvestorsPodcastNetwork]

Thank you for listening, Rishabh!

[@mahdi5796]

Thank you

[@TheInvestorsPodcastNetwork]

Thank you for your continued support, Mahdi!

[@momenttom4969]

Varosine?? 14.55

[@ukaszmilewski2746]

Verisign (VRSN)

[@modelmark]

oh no: 'the great depression ended when Roosevelt started printing money' and his authority is gone.