John Huber's Philosophy for Long-term Quality Investing w/ Shawn O'malley (MI379)

Shawn O’Malley highlights the advantages of long-term, quality investing through John Huber’s approach, which aligns with Warren Buffett’s principles.

Explore Huber's fee structure, long-term investment approach, and the balance of value and quality in assessing companies. Learn about compounding power and the effects of valuation multiples on returns.

IN THIS EPISODE, YOU’LL LEARN:
0:00:00 - Intro
0:01:56 - Why John Huber used the Buffett partnership fee structure in his fund
0:04:20 - How time-arbitrage gives investors an advantage over time
0:14:38 - How to calculate ROIC and why it matters for compounders
0:21:17 - How to blend both value and quality as investing styles
0:27:37 - What it means to find investments where you can win big, and if you lose, not lose much
0:27:57 - What price to pay for the highest-quality businesses
0:33:25 - How changes in price-to-earnings multiples can affect returns over time

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On Millennial investing, we interview top investors, experts, and successful entrepreneurs such as Kevin O’Leary, JL Collins, Jesse Itzler, and more to guide you on your investing journey.

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