We Study Billionaires - The Investor’s Podcast Network The Investor's Podcast

On today’s episode, 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 - Intro
01:44 - What John would include in his own personal MBA program
07:50 - What base hit investing is.
09:01 - The three sources of returns for a stock.
14:40 - Why Costco’s stock may be in a bubble.
20:39 - The three types of companies that John looks to invest in.
32:21 - John’s view on today’s current market and where he is finding opportunities.
42:57 - How John manages highly concentrated positions in his fund.
47:09 - Why investing has a long feedback loop in assessing decisions.
54:16 - John’s process for writing out his investment thesis.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

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

Check out Saber Capital Management.

John Huber’s blog: Base Hit Investing.

Check out Journalytic.

Related Episode: MI165: Is FAANG the New Value w/ John Huber | YouTube Video.

Follow John on Twitter. 

Follow Clay on Twitter. 

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

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

AFR

The Bitcoin Way

AT&T

Sound Advisory

Industrious

Range Rover

iFlex Stretch Studios

Meyka

Yahoo! Finance

Vacasa

Briggs & Riley

Public

American Express

USPS

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!
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In this episode of the Bitcoin Fundamentals Podcast, Luke Gromen discusses the macroeconomic outlook for the upcoming year. We cover the Fed/Treasury cap on USD, UST yields, potential changes in housing inflation metrics, and the significant backlog in transmission interconnections. Additionally, Luke explores the implications of a $1.8 trillion housing stimulus, key commodities like copper and uranium, the Japan treasury market, and how these factors could impact Bitcoin.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
06:03 - The current Fed/Treasury cap on USD and UST yields.
06:03 - The implications of a $1.8 trillion housing stimulus.
13:38 - Potential changes in how housing inflation is measured.
24:28 - The backlog in transmission interconnections and its impact.
24:50 - Key trends in commodities like copper and uranium.
38:07 - Insights into the Japan treasury market.
52:56 - The effects of stablecoins on the dollar’s utility.
01:01:48 - How these macroeconomic factors could impact Bitcoin.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Luke Gromen’s FFTT Newsletter.

Luke Gromen's Twitter.

Luke Gromen’s Books on Amazon.

Related episode: Listen to BTC172: Macro Outlook Q1 2024 w/ Luke Gromen, watch the video.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.

Check out our Bitcoin Fundamentals 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

AFR

The Bitcoin Way

AT&T

Sound Advisory

Industrious

Range Rover

iFlex Stretch Studios

Meyka

Yahoo! Finance

Vacasa

Briggs & Riley

Public

American Express

USPS

Shopify


Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In this episode, William Green chats with Christopher Tsai, President & Chief Investment Officer of Tsai Capital. Christopher, who’s beaten the S&P 500 over the last 24 years, explains why Tesla is his biggest position; why investors routinely underestimate the impact of disruptive technologies; why it was so challenging to be the son of America’s first celebrity fund manager; what 3 habits help him most; & what he learned from his famed mentors, Peter Kaufman & Charlie Munger.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
04:15 - How Christopher Tsai’s family survived war & oppression in China.
18:02 - How his father became America’s first celebrity fund manager.
21:38 - What lessons Christopher drew from his father’s successes & failures. 
39:51 - Why Tesla is Christopher’s biggest investment.
46:32 - Why we tend to underestimate the impact of disruptive technologies.
57:31 - Why the costliest mistake is to sell great compounders too early.
1:07:08 - What tailwinds he’s riding with Microsoft, Visa, & Mastercard.
1:14:21 - How his views on diversification have changed.
1:16:36 - What 3 habits help him to be focused, peaceful, & productive.
1:43:01 - How he became a money manager at 16.
1:57:07 - What Peter Kaufman taught him about the 7 steps to success.
2:06:48 - Why Christopher won’t invest in China.
2:10:41 - What Charlie Munger taught him.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Christopher Tsai’s investment firm, Tsai Capital.

Christopher Tsai’s white paper on Investing in an Age of Disruption.

Christopher Tsai’s white paper on The Power & Challenges of Compounding.

Marcel Proust’s In Search of Lost Time.

Adam Seesel’s Where the Money Is.

Maxwell King’s The Good Neighbor.

William Green’s podcast episode with Peter Keefe | YouTube Video.

William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.

Follow William Green on X.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.

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

AFR

The Bitcoin Way

AT&T

Sound Advisory

Industrious

Range Rover

iFlex Stretch Studios

Meyka

Yahoo! Finance

Vacasa

Briggs & Riley

Public

American Express

USPS

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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

On today’s episode, Clay shares the most important lessons he’s learned from Chris Mayer.
Chris Mayer is the author of 100 Baggers and the co-founder and portfolio manager of Woodlock House Family Capital. 

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro
05:02 - The potential dangers of cloning.
09:40 - What Clay learned from reading 100 Baggers by Chris Mayer.
26:39 - Common characteristics of 100 Baggers.
32:03 - Lessons from Chris’s lesser-known book — How Do You Know?
49:39 - Chris’s secret to success in long-term compounding.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

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

Chris’s books: 100 Baggers & How Do You Know.

Thomas Phelp’s book: 100 to 1 in the Stock Market.

William Thorndike’s book: The Outsiders.

Related Episode: TIP543: 100 Baggers: Stocks that Increase 100:1 w/ Chris Mayer | YouTube Video.

Related Episode: TIP569: An Investor's Guide to Clear Thinking w/ Chris Mayer | YouTube Video.

Related Episode: TIP608: Long-Term Compounding w/ Chris Mayer | YouTube Video.

Related Episode: MI310: A Serial Acquirer's Deep Dive w/ Chris Mayer | YouTube Video.

Check out Mohnish’s Q&A with YPO.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

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

AFR

The Bitcoin Way

AT&T

Sound Advisory

Industrious

Range Rover

iFlex Stretch Studios

Meyka

Yahoo! Finance

Vacasa

Briggs & Riley

Public

American Express

USPS

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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Join us on this episode of Bitcoin Fundamentals as we talk with Abubakar Nur Khalil, a distinguished Bitcoin Core Contributor and founder of Recursive Capital. We explore Bitcoin's progress across Africa, discussing regulation, P2P dynamics, and significant developments in Nigeria. We also cover Abubakar's role at Btrust alongside Jack Dorsey and Jay Z, Recursive Capital's mission, and future Bitcoin advancements.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
06:46 - The current state of Bitcoin development in Africa.
06:46 - Insights into Bitcoin regulation and P2P dynamics in Nigeria.
14:09 - Abubakar Nur Khalil's journey as a self-taught programmer and Bitcoin Core Contributor.
31:46 - The role and achievements of Btrust in the Bitcoin ecosystem.
42:39 - The mission and strategy behind Recursive Capital.
47:50 - Key Bitcoin investments and developments in Africa.
50:36 - Challenges faced by Bitcoin initiatives in the region.
54:13 - What Abubakar is optimistic about for Bitcoin in 2024 and beyond.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Abubakar's Twitter.

Recursive Capital's Twitter.

Recursive Capital’s Contact Information for investment.

B-Trust's Twitter.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.

Check out our Bitcoin Fundamentals 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

AFR

The Bitcoin Way

AT&T

Sound Advisory

Industrious

Range Rover

iFlex Stretch Studios

Meyka

Yahoo! Finance

Vacasa

Briggs & Riley

Public

American Express

USPS

Shopify

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

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he has put Burberry on this watchlist. Hari’s pick, ICICI Bank Limited, is a solid bet on the rise of India, and Tobias pitches Playtika, a value stock trading at an appealing valuation. 

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro
01:57 - What are the current economic conditions? 
13:37 - Are we entering a world with less disruption?
17:30 - What Stig’s bull case is for Burberry (Ticker: BURBY).
35:18 - The bear case for Burberry, including the current deterioration in the luxury sector.
42:35 - Why Toby has invested in Playtika (Ticker: PLTK).
52:23 - The bear case for Playtika, including the lack of moat and switching costs.
56:01 - Why Hari is bullish on ICICI Bank Limited (Ticker: ICICIBANK).
1:12:47 - The bear case of ICICI Bank Limited, including whether the valuation is stretched. 

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

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

Tune in to the Mastermind Discussion Q1 2024 – TIP610 | YouTube video.

Listen to Mastermind Discussion Q4 2023 – TIP586 | YouTube video.

Tune in to the Mastermind Discussion Q3 2023 – TIP576 | YouTube video.

Listen to Mastermind Discussion Q2 2023 – TIP557 | YouTube video.

Tune in to Mastermind Discussion Q1 2023 – TIP528 | YouTube video.

Tune in to Mastermind Discussion Q4 2022 – TIP496 | YouTube video.

Listen to Mastermind Discussion Q3 2022 – TIP475  | YouTube video.

Tune in to Mastermind Discussion Q2 2022 – TIP450 | YouTube video.  


Listen to Mastermind Discussion Q1 2022 – TIP418 | YouTube video.


Stig Brodersen’s portfolio and return. 

Understanding IFRS16 on operating leases.

Tobias Carlisle's podcast, The Acquirers Podcast.

Tobias Carlisle's ETF, ZIG.

Tobias Carlisle's ETF, Deep.

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

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

Tweet directly to Tobias Carlisle.

Hari's Blog: BitsBusiness.com.

Tweet directly to Hari.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

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

AFR

The Bitcoin Way

AT&T

Sound Advisory

Industrious

Range Rover

iFlex Stretch Studios

Meyka

Yahoo! Finance

Vacasa

Briggs & Riley

Public

American Express

USPS

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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm