MI165: Is FAANG the New Value? w/ John Huber

<p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong></p><p><br></p><ul><li>06:57 - How retail investors can have an edge over other investors in the market.</li><li>10:08 - How watching sports has helped John become a better investor.</li><li>16:04 - What to look for in a company to determine if it has a strong moat and competitive advantage.</li><li>32:11 - The three factors that go into a stocks overall investment return.</li><li>46:50 - John’s thoughts on portfolio allocation and selling winners.&nbsp;</li><li>46:50 - What led John to recently make Amazon his biggest position in his portfolio.</li><li>56:05 - Whether John considers the company’s impact on society when forming his investment thesis.</li><li>And much, much more!</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>EPISODE RESOURCES</strong></p><ul><li>Check out John’s fund and research, <a href="https://sabercapitalmgt.com/" rel="noopener noreferrer" target="_blank"><strong>Saber Capital Management</strong></a>.</li><li>Robert and Clay’s tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank"><strong>TIP Finance</strong></a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/investing-like-warren-buffett/" rel="noopener noreferrer" target="_blank"><strong>MI125: Investing Like Warren Buffett w/ Jake Taylor</strong></a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/the-science-of-hitting/" rel="noopener noreferrer" target="_blank"><strong>MI159: The Science of Hitting w/ Alexander Morris</strong></a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/episodes/tip329-value-investing-with-john-huber-tobias-carlisle-and-wes-gray/" rel="noopener noreferrer" target="_blank"><strong>TIP329: Value Investing w/ John Huber, Tobias Carlisle, And W