by John Huber | Sep 28, 2016 | Saber Capital
At Saber Capital Management, we have a simple objective: to compound our capital at high rates of return over long periods of time with minimal risk of permanent loss of principal. To do this, we focus on maintaining a margin of safety by only investing in...
by John Huber | Sep 26, 2016 | Investment Philosophy, Investment Quotes
John Hempton, who runs a hedge fund and writes the blog called Bronte Capital, wrote a really interesting post over the weekend on investment philosophy. He basically calls out the majority of the professional money management community for cloning Buffett in word,...
by John Huber | Sep 13, 2016 | Investment Philosophy, Investment Quotes, Walter Schloss
I am not a big fan of going through specific “checklist” items one by one when evaluating an investment idea. I know this idea has gained enormous popularity in recent years, partly due to the good book The Checklist Manifesto, and partly popularized in value...
by John Huber | Aug 23, 2016 | Portfolio Management, Warren Buffett
Someone I’m connected with on Linkedin sent me this old article from 1977 in the Wall Street Journal on Warren Buffett. I thought I’d share it here, along with a few highlights. It’s an article I haven’t seen previously. There isn’t much new here, but I thought it was...
by John Huber | Aug 15, 2016 | General Thoughts, Scratch Notes
This is just a quick post on some interesting articles I read over the weekend as I caught up on some newspaper reading. There were a couple recent pieces (one in the Economist and one in the NY Times) on WeChat, the Chinese messaging app that now boasts over 700...
