Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at acquirersmultiple.com/podcast
We are live every Tuesday at 1.30pm E / 10.30am P.
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ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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ABOUT TOBIAS CARLISLE
Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.
He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.
He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

[@M.-.D]

Beast guest return.

[@anomniscientcat3483]

Agreed, more Huber!

[@tonyg.3696]

This couldve easily gone 2+ hrs. Thank you gentlemen! 🍻

[@Drazzziin]

Amazing veggie segment!

[@ConioPendeho]

great guest ...and obviously Jake's veggie are always impeccabile

[@chuckdiezel7652]

Good episode, to win you need to survive

[@Cayman-Straddler]

What about Ingemar Stenmark with 86 wins?

[@Matlock1974]

Presumably the lower pe for visa in part reflected the perceived risk at the time of disruption to its dominant position in the payment system from new tech - ie the pay pals - Apple Pay - crypto - bnpl etc? It didn’t happen so in hindsight it was a great buy.

[@aryanmaheshwari2613]

$ATKR
$MX
$DQ
EACH bought 20% of their shares outstanding

[@DnBPK6]

Veggies - 30:20

[@hman2912]

With the downhill skiing bit, usually if you are putting bets on a winner, there are different odds, with different payout ratios put on different competitors. This was not a factor in this analysis

[@flakegold4148]

Ingemark Stenmark has to be #1

[@bent4838]

Yep, I'd watch more if you replaced Jake with John.

[@eswaranwaran9011]

I disagree, just have John on more often than every 10 months!