John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks | S07 E20
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I think we're live. This is Value After Hours. I'm Tobias Carlisle, joined as always by Jake Taylor. Our special guest today is returning. One of our faves, John Huber. How are you? I'm
doing great, Toby. I'm just trying to get get give you guys some quality minutes off the bench whenever you need me.
So glad. Well, unfortunately, I think the interview you did with Bill was was so good that I think I'm not sure how we're gonna be able to keep the bar that high, but we'll do our best.
Well, you just gotta have Bill back. So if swap Bill swap me out and put Bill in, and you'll you'll get the point of
all of it. We
were just talking China before, we came on. We were talking about Jake and I did a visit. John visited in 02/2018. We were sort of talking about how China has been the Wild West of start ups, and we've seen these giant companies come out of nowhere, and then some of them have been surpassed by other giant companies out of China. We're just wondering whether the West is immune to that kind of violent capitalism that the Chinese engaged in. What do you think of of the Mag seven? Which is the most at risk from China or competition? Does Tesla fall in the in the Mag seven?
Yeah. I think Tesla's in the Mag seven still. Right? Yeah. You only
get into the acronym if your price is going up. Eventually, if your price stops going up, you're out of the acronym. We'll make a new one. But
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