The Business Brew23 Touko 2025

John Huber - Mental Flexibility and Trying To Win The Game

The one and only John Huber stops by The Business Brew. John runs Saber Capital Management. Bill found John through Base Hit Investing back in the day. Today you can follow John's writing at Basehitinvesting.substack.com.

Bill admires John's mental flexibility, grit, and consistency. The Business Brew is happy to feature John this week!

🧠 What You’ll Learn in This Episode
📌 Strategic insights into value investing
📌 How to evaluate high-quality growth companies
📌 The risks of overpaying and the dangers of outsourcing your thinking
📌 Thoughts on Berkshire Hathaway’s future
📌 Portfolio management and balancing writing with fund operations
📌 Opportunities beyond the S&P 500

🕰️ Timestamps
00:00 – 👤 John Huber’s Introduction
03:10 – 📉 Berkshire & Market Reflections
06:22 – 💹 Investment Strategies & Market Insights
11:10 – 🚀 Evaluating Growth Engines in Quality Companies
17:02 – 🏢 Tech Giants & Capital Expenditure
26:30 – 🏦 Banking Sector & Investment Risks
34:48 – ⚠️ The Risk of Overpaying for Stocks
36:00 – 🔄 Adapting Investment Strategies
37:57 – 🧩 The Danger of Outsourcing Thinking
40:51 – 🌍 Opportunities Outside the S&P 500
47:24 – ✍️ Balancing Writing & Fund Management
01:00:22 – 🔮 The Future of Berkshire Hathaway
01:07:25 – 👋 Concluding Thoughts & Farewells

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(202)

Steve Hou - Data Over Narrative

Steve Hou, Head of Research at Silicon Data, stops by to discuss solving problems associated with AI capex financing. Silicon Data provides users with a number of indices and data sets tracking everyt...

23 Syys 1h 16min

Another Cyclical Masterclass with Robotti & Company

Bob Robotti stops by for a follow up episode. David Kessler, Portfolio Manager and Securities Analyst at Robotti & Company, is in the room with Bob to provide some additional analytical firepower. Thi...

27 Elo 1h 38min

Another FDA vs uniQure Episode

Peter Mantas returns to the show. This is a follow up episode to the episode discussing uniQure. It's timely given the amount of media attention Marty Makary is getting; in part because of uniQure. De...

7 Touko 1h 20min

Revisiting Fairfax Financial

Charles Frischer and Asheef Lalani stop by The Business Brew to update the listeners on Fairfax Financial. They originally came on the program on 7/20/2023 when the stock was quite unloved. Bill asked...

30 Huhti 1h 31min

Evan Tindell

Evan Tindell, CIO at Bireme Capital, returns to The Brew for a laid back conversation. The impetus for the conversation is Evan's Q4 letter. A year ago Evan came on the show to educate people about ...

24 Huhti 1h 37min

Sonu Chawla - Managing Mid Cap Exposure - $TSCM

Sonu Chawla of Times Square Capital Management shares her investment philosophy, focusing on growth with a conscience, valuation discipline, and management assessment. Stocks discussed include Argenx,...

26 Maalis 1h 12min

Notes From The Beauty Contest

@crashkolnikov on X, and author of Notes From The Beauty Contest Substack, joins the show. Notes From The Beauty Contest is a long form Substack that focuses on stocks that are somewhat under covered ...

21 Maalis 1h 51min

Current Events - uniQure and the FDA

uniQure is a business that develops gene therapies. uniQure's AMT-130 is currently in the headlines. This podcast episode attempts to present the Huntington's Disease community's arguments for why the...

6 Maalis 1h 35min