by John Huber | Jun 14, 2020 | Investment Philosophy, Portfolio Management, Saber Capital
I had a chance to join the Acquirer’s Multiple podcast to talk about my approach to investing with Toby Carlisle. I’ve been a long-time admirer of Toby’s work in the investing community, and I enjoyed talking with him. If you’d like to listen...
by John Huber | Mar 10, 2020 | Edge, General Thoughts, Investment Philosophy, Overall Stock Market, Saber Capital
Do you remember where you were on October 27th, 1997? Probably not. I don’t either. But on that day, the Dow plunged 550 points, which was roughly the same amount in percentage terms (7%) as today’s 2,000 point drop. In the late 1990’s, the...
by John Huber | Jan 15, 2020 | Investor Letters, Saber Capital Management, Shareholder Letters & Reports
Below is partial content from Saber Investment Fund’s 2019 annual letter. To join Saber’s distribution list, please use the signup form on this page. Marv Levy, my favorite all-time football coach often said “When it’s too tough for them, it’s just right for us!” The...
by John Huber | Dec 19, 2019 | Investment Ideas & Company Research, Warren Buffett
I recently came across an interesting email exchange from a time when email was still in its infancy. The exchange was between Warren Buffett and a 39-year old Jeff Raikes, a high-level Microsoft employee. The email references “Bill G”, and after some small talk, it...
by John Huber | Nov 14, 2019 | Edge, Investor Letters, Saber Capital
I often get asked the question, “what is your edge”? The question comes up so often, and I feel like there is such a misunderstanding around what edge is and where it exists today that I continually feel compelled to write about it in these letters. Institutional...
