Работайте офлайн с приложением Player FM !
#36 The Runner
Manage episode 424506921 series 2973097
John Huber is an investor with a small fund managing his family assets and outside capital in a concentrated portfolio.
John has written an excellent blog, Base Hit Investing, for many years, explaining his investing principles.
We discuss these in this episode, including what John looks for in an investment, why he emphasises capital allocation even more today, where he sees the sweet spot in revenue growth, why he likes Alphabet, why he is focused in North American stocks but is now looking at Japan and US small caps and why Floor & Décor is one of his major positions.
50 эпизодов
Manage episode 424506921 series 2973097
John Huber is an investor with a small fund managing his family assets and outside capital in a concentrated portfolio.
John has written an excellent blog, Base Hit Investing, for many years, explaining his investing principles.
We discuss these in this episode, including what John looks for in an investment, why he emphasises capital allocation even more today, where he sees the sweet spot in revenue growth, why he likes Alphabet, why he is focused in North American stocks but is now looking at Japan and US small caps and why Floor & Décor is one of his major positions.
50 эпизодов
すべてのエピソード
×Добро пожаловать в Player FM!
Player FM сканирует Интернет в поисках высококачественных подкастов, чтобы вы могли наслаждаться ими прямо сейчас. Это лучшее приложение для подкастов, которое работает на Android, iPhone и веб-странице. Зарегистрируйтесь, чтобы синхронизировать подписки на разных устройствах.