by John Huber | Sep 4, 2019 | Saber Capital Management, Warren Buffett
Eleven years ago this month, the financial crisis of 2008 accelerated into high gear. Two of my favorite books about the crisis are All the Devils Are Here by Bethany McLean and Joe Nocera and Too Big To Fail by Andrew Ross Sorkin. The former provides great historical...
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 | Jul 8, 2019 | Uncategorized
A couple weeks ago, I was on The Investors’ Podcast with Stig Brodersen and Preston Pysh to talk about Facebook. We discussed Facebook’s business model, the digital advertising industry, and the potential antitrust headwinds that the big tech companies are...
by John Huber | Jun 20, 2019 | Saber Capital
I founded Saber Capital Management, LLC about six years ago. Around that time, I began writing my investing thoughts at a blog I called Base Hit Investing. The name was just something I came up with on a walk one day. It combines my love of both baseball and...
by John Huber | Dec 5, 2018 | Investment Ideas & Company Research, Investment Philosophy, Investor Letters, Saber Capital Management
As I mentioned in a note to my investors earlier this week, the spirit of the Holiday shopping season has been extended to certain parts of the stock market, with a number of bargains to be found. In terms of interesting ideas to be excited about, my watchlist is...
