John Huber's Philosophy for Long-term Quality Investing w/ Shawn O'malley (MI379) скачать в хорошем качестве

John Huber's Philosophy for Long-term Quality Investing w/ Shawn O'malley (MI379)

Shawn O’Malley highlights the advantages of long-term, quality investing through John Huber’s approach, which aligns with Warren Buffett’s principles. Explore Huber's fee structure, long-term investment approach, and the balance of value and quality in assessing companies. Learn about compounding power and the effects of valuation multiples on returns. IN THIS EPISODE, YOU’LL LEARN: 0:00:00 - Intro 0:01:56 - Why John Huber used the Buffett partnership fee structure in his fund 0:04:20 - How time-arbitrage gives investors an advantage over time 0:14:38 - How to calculate ROIC and why it matters for compounders 0:21:17 - How to blend both value and quality as investing styles 0:27:37 - What it means to find investments where you can win big, and if you lose, not lose much 0:27:57 - What price to pay for the highest-quality businesses 0:33:25 - How changes in price-to-earnings multiples can affect returns over time 🤝 Network with like-minded value investors and get new stock ideas by joining the TIP Mastermind Community. https://www.theinvestorspodcast.com/m... 📊 Add the Fundrise Flagship Fund to your portfolio in just minutes and with as little as $10. http://fundrise.com/millennial 📈 Learn to invest like legend investors do — from the company that has interviewed them. Use YOUTUBE15 to get 15% off! https://theinvestorspodcast.com/getst... 💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: https://www.theinvestorspodcast.com/s... ▶️ RELATED EPISODES: The Innovator’s Dilemma: Capitalizing on Disruptive Innovation w/ Shawn O’Malley:    • The Innovator’s Dilemma: Capitalizing on D...   Fortune’s Formula: Make Favorable Bets on the Stock Market w/ Shawn O’Malley:    • Fortune’s Formula: Make Favorable Bets on ...   Bill Ackman's Investing Journey w/ Shawn O’Malley:    • Bill Ackman's Investing Journey w/ Shawn O...   🎧 Listen to our episodes here: https://open.spotify.com/show/7dnn22E... 🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/m... 💡 OTHER RESOURCES Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a 14-day free trial: https://www.sahg6dtr.com/59QC8Z/R74QP/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙 On Millennial investing, we interview top investors, experts, and successful entrepreneurs such as Kevin O’Leary, JL Collins, Jesse Itzler, and more to guide you on your investing journey. 🌍 Website: https://www.theinvestorspodcast.com/m... 📝 Help us understand our audience better so we can create a more intentional user experience by answering this survey! https://www.theinvestorspodcast.com/s... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ 📚OUR FREE INVESTING COURSES/RESOURCES https://www.theinvestorspodcast.com/t... 📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE https://www.theinvestorspodcast.com/t... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.