Behind the Balance Sheet
#36 The Runner
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Episode notes
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.