Episode Details

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. 
• 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 when forming his investment thesis.
• And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
• Check out John’s fund and research, Saber Capital Management.
• Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
• Related episode: MI125: Investing Like Warren Buffett w/ Jake Taylor.
• Related episode: MI159: The Science of Hitting w/ Alexander Morris.
• Related episode: TIP329: Value Investing w/ John Huber, Tobias Carlisle, And Wes Gray.
• Related episode: TIP312: Investing In Businesses W/ Great Fundamentals w/ John Huber.
• Get a FREE audiobook from Audible.
• Check out our Investing Starter Packs about business and finance.

SPONSORS

Support our free podcast by supporting our sponsors:

• ⁠CFI Education⁠
• ⁠Airbnb⁠

Read this episode’s transcript and full show notes on our website.

Connect with John: Website | Twitter

Connect with Clay: Twitter

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts