We Study Billionaires - The Investor’s Podcast Network artwork

TIP329: Value Investing - w/ John Huber, Tobias Carlisle, and Wes Gray (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

English - December 27, 2020 03:00 - 53 minutes - ★★★★★ - 3.1K ratings
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For this week’s episode, Stig has invited John Huber from Saber Capital management, Tobias Carlisle from Acquirer's Fund, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They talk about different value investing concepts that all investors should know.

IN THIS EPISODE, YOU'LL LEARN:

How to know what you don’t know

How to make and lose money in market cycles

How to have the right amount of risk in your portfolio

Which investment advice you should give to your younger self

Why far more investing mistakes come from picking the wrong business than paying too much for a great business

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.

Tobias Carlisle’s podcast, The Acquirer’s Podcast

Tobias Carlisle’s Acquirers Fund

Tobias Carlisle’s book, The Acquirer’s Multiple – read reviews of this book

Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com

Tobias Calisle’s interview with John Huber

Dr. Wesley Gray’s website: Alpha Architect

Dr. Wesley Gray’s book: Quantitative Momentum – Read Reviews for this book

Dr. Wesley Gray’s book: Quantitative Value – Read Reviews for this book

Preston and Stig’s interview with John Huber about the intrinsic value of Facebook

John Huber’s company, Saber Capital 

John Huber’s value investing blog

Q&A sessions from Berkshire Hathaway Shareholder’s meetings

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts. 

SPONSORS
Support our free podcast by supporting our sponsors:

River

Toyota

Sun Life

The Bitcoin Way

Range Rover

Sound Advisory

BAM Capital

Fidelity

SimpleMining

Briggs & Riley

Public

Shopify

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

For this week’s episode, Stig has invited John Huber from Saber Capital management, Tobias Carlisle from Acquirer's Fund, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They talk about different value investing concepts that all investors should know.


IN THIS EPISODE, YOU'LL LEARN:


How to know what you don’t know
How to make and lose money in market cycles
How to have the right amount of risk in your portfolio
Which investment advice you should give to your younger self
Why far more investing mistakes come from picking the wrong business than paying too much for a great business


BOOKS AND RESOURCES


Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Tobias Carlisle’s podcast, The Acquirer’s Podcast

Tobias Carlisle’s Acquirers Fund

Tobias Carlisle’s book, The Acquirer’s Multiple – read reviews of this book
Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com

Tobias Calisle’s interview with John Huber

Dr. Wesley Gray’s website: Alpha Architect

Dr. Wesley Gray’s book: Quantitative Momentum – Read Reviews for this book

Dr. Wesley Gray’s book: Quantitative Value – Read Reviews for this book

Preston and Stig’s interview with John Huber about the intrinsic value of Facebook

John Huber’s company, Saber Capital 

John Huber’s value investing blog

Q&A sessions from Berkshire Hathaway Shareholder’s meetings


NEW TO THE SHOW?


Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts


SPONSORS

Support our free podcast by supporting our sponsors:


River
Toyota
Sun Life
The Bitcoin Way
Range Rover
Sound Advisory
BAM Capital
Fidelity
SimpleMining
Briggs & Riley
Public
Shopify


HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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