by John Huber | Nov 18, 2013 | How to Improve Results, Investment Philosophy, Investment Quotes
“(The Intelligent Investor) taught me how to think about a stock and the stock market. It taught me the market was there not to instruct me but to serve me. – Warren Buffett, 2013 Berkshire Hathaway Annual Meeting Ben Graham taught us that it is crucial to...
by John Huber | Dec 30, 2021 | Edge, Investment Philosophy, Warren Buffett
I started watching Man in the Arena this week — a documentary on ESPN+ about Tom Brady’s career. In the second episode, there is a great story about how Belichick made a stunning decision to cut his star safety Lawyer Milloy just days before opening day in...
by John Huber | Nov 4, 2021 | Investment Philosophy, Portfolio Management, Saber Capital
I recently read Annie Duke’s book on decision making called Thinking In Bets. One of her main points is that life is like poker and not chess. In chess, the superior player will always beat the inferior player unless the better player makes a mistake. There is...
by John Huber | Jul 29, 2019 | Investor Letters, Saber Capital Management
This post is an expanded version of my comments on Wells Fargo from our recent mid-year letter to investors (please see here for the current letter; or to receive future updates from Saber Capital, please subscribe on the right of this page). I have spent a lot of...
by John Huber | Mar 5, 2019
Below is a collection of writing by John Huber that describes Saber Capital’s investment approach and ideas in more detail. To get on Saber’s distribution list, please visit our blog Base Hit Investing and subscribe to get new posts. The writing below is a...
