For this week’s episode, Stig has invited John Huber from Saber Capital management, Tobias Carlisle from Acquirer's Fund, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They talk about different value investing concepts that all investors should know. IN THIS EPISODE, YOU'LL LEARN:<ul><li>How to know what you don’t know</li><li>How to make and lose money in market cycles</li><li>How to have the right amount of risk in your portfolio</li><li>Which investment advice you should give to your younger self</li><li>Why far more investing mistakes come from picking the wrong business than paying too much for a great business</li></ul> BOOKS AND RESOURCES<ul><li>Tobias Carlisle’s podcast,&nbsp;<a href="https://acquirersmultiple.com/podcast/" rel="noopener noreferrer" target="_blank">The Acquirer's Podcast</a></li><li>Tobias Carlisle’s <a href="https://acquirersfund.com/" rel="noopener noreferrer" target="_blank">Acquirers Fund</a></li><li>Tobias Carlisle’s book, <a href="https://www.amazon.com/gp/product/0692928855?ie=UTF8" rel="noopener noreferrer" target="_blank">The Acquirer's Multiple</a> – read reviews of this book</li><li>Tobias Carlisle’s Acquirer’s Multiple stock screener:&nbsp;<a href="https://acquirersmultiple.com/?ref=5&amp;campaign=TheInvestor%27sPodcast" rel="noopener noreferrer" target="_blank">AcquirersMultiple.com</a></li><li>Tobias Calisle’s <a href="https://acquirersmultiple.com/2020/06/ep-70-the-acquirers-podcast-john-huber-business-analyst-concentrated-high-quality-in-a-modern-buffett-partnership/" rel="noopener noreferrer" target="_blank">interview with John Huber</a></li><li>Tobias Carlisle’s <a href="https://twitter.com/Greenbackd" rel="noopener noreferrer" target="_blank">Twitter</a></li><li>Dr. Wesley Gray’s&nbsp;website:&nbsp;<a href="http://www.alphaarchitect.com/" rel="noopener noreferrer" target="_blank">Alpha Architect</a></li><li>Dr. Wesley Gray’s book:&nbsp;<a href="https://www.amazon.com/gp/product/111923719X/ref=as_li_qf_sp_asin_il_tl?ie=UTF8&amp;tag=pypull-20&amp;camp=1789&amp;creative=9325&amp;linkCode=as2&amp;creativeASIN=111923719X&amp;linkId=77fc4029bf022004b833705bf2e8bf56" rel="noopener noreferrer" target="_blank">Quantitative Momentum&nbsp;– Read Reviews for this book</a></li><li>Dr. Wesley Gray’s book:&nbsp;<a href="https://www.amazon.com/gp/product/1118328078/ref=as_li_qf_sp_asin_il_tl?ie=UTF8&amp;tag=pypull-20&amp;camp=1789&amp;creative=9325&amp;linkCode=as2&amp;creativeASIN=1118328078&amp;linkId=b987a55e5dc451ca6ef1032aee104b33" rel="noopener noreferrer" target="_blank">Quantitative Value&nbsp;– Read Reviews for this book</a></li><li>Dr. Wesley Gray’s&nbsp;<a href="https://twitter.com/alphaarchitect" rel="noopener noreferrer" target="_blank">Twitter</a></li><li>Preston and Stig’s interview with John Huber about the <a href="https://www.theinvestorspodcast.com/episodes/tip249-the-intrinsic-value-of-facebook-w-john-huber/" rel="noopener noreferrer" target="_blank">intrinsic value of Facebook</a></li><li>John Huber’s company, <a href="http://sabercapitalmgt.com/" rel="noopener noreferrer" target="_blank">Saber Capital&nbsp;</a></li><li>John Huber’s <a href="http://sabercapitalmgt.com/saber-notes/" rel="noopener noreferrer" target="_blank">value investing blog</a></li><li>John Huber’s <a href="https://twitter.com/JohnHuber72" rel="noopener noreferrer" target="_blank">Twitter</a></li><li>Q&amp;A sessions from <a href="https://buffett.cnbc.com/" rel="noopener noreferrer" target="_blank">Berkshire Hathaway Shareholder’s meetings</a></li><li>Check out our top picks for the&nbsp;<a href="https://www.theinvestorspodcast.com/podcasts/the-20-best-investing-podcasts-in-2020/" rel="noopener noreferrer" target="_blank">Best Investing Podcasts in 2020</a></li><li>Browse through all our episodes (complete with transcripts)&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires/" rel="noopener noreferrer" target="_blank">here</a></li><li>Support our free podcast by supporting our&nbsp;<a href="https://www.theinvestorspodcast.com/sponsors/" rel="noopener noreferrer" target="_blank">sponsors</a>.</li></ul>

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TIP329: Value Investing with John Huber, Tobias Carlisle, and Wes Gray (Business Podcast)

The Investor's Podcast Network