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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI165: Is FAANG the New Value? w/ John Huber
Description: IN THIS EPISODE, YOU’LL LEARN:
06:57 - How retail investors can have an edge over other investors in the market.
10:08 - How watching sports has helped John become a better investor.
16:04 - What to look for in a company to determine if it has a strong moat and competitive advantage.
32:11 - The three factors that go into a stocks overall investment return.
46:50 - John’s thoughts on portfolio allocation and selling winners.Â
46:50 - What led John to recently make Amazon his biggest position in his portfolio.
56:05 - Whether John considers the company’s impact on society...