Letters and Commentary

If you would like to discuss more details on Saber’s investment approach, please contact me at john@sabercapitalmgt.com.

Below are some investor letters as well as company write-ups and blog posts discussing my investment approach. To get on Saber Capital’s email list, please use the form in the sidebar on the right of this page. Emails will be send about once per month (at the most) and will contain Saber Capital’s investor letters as well as occasional notes or presentations I’ve done.

I am available to set up a phone call to discuss my investment approach or answer any questions that prospective clients might have regarding the account management process.

For more details on how I think about investing, please visit my blog at BaseHitInvesting.com.

Investor Letters and Notes

Presentations & Interviews

What is Your Edge?

Investment Philosophy 

Read all posts about investment philosophy here.

Stock Ideas/Company Research

Return on Capital Series

Case Studies

Buffett and Munger Posts (and a few of their followers)

Sports References (just for fun)