by John Huber | Nov 7, 2018 | Case Studies, Warren Buffett
A few weeks ago, Sears finally filed for bankruptcy, and I decided to read through some of my notes I’ve compiled over the years on that company. During this review, I came across a couple old posts that I wrote on the topic of circle of competence: Sears and 7-Foot...
by John Huber | Oct 3, 2018 | Books, Case Studies, General Thoughts
I’ve been spending some time studying the housing market and a number of companies that directly and indirectly do business in that industry. I have a view on the fundamentals of the housing market that I might write about another time. But as a somewhat related...
by John Huber | Aug 7, 2018 | Education, Investment Philosophy, Overall Stock Market, Saber Capital Management
I had a great week in China with Jake Rosser and Connor Leonard, two good friends and fellow investors. We spent our time visiting a few companies, talking with employees and business owners, and just observing some day to day life in Beijing and Shanghai. I have...
by John Huber | May 15, 2018 | Charlie Munger, Investment Philosophy, Think Differently, Warren Buffett
On a morning run a few weeks ago, I was listening to a talk by Alice Schroeder, author of the outstanding Buffett biography Snowball. She was discussing some things she learned from Buffett in front of an audience of Microsoft employees. Schroeder is always someone I...
by John Huber | May 2, 2018 | Case Studies, Investment Ideas & Company Research, Investment Philosophy
I sent this to Saber Capital clients last week, and I wanted to post it here on the site as well. Last month, I had the great privilege to visit Markel and speak with Tom Gayner and a few of his colleagues at Markel in Richmond, Virginia. Markel has always been a...
