by John Huber | Apr 24, 2018 | General Thoughts
Long-time readers are likely familiar with Connor Leonard, but for those who don’t know him, Connor is a good friend of mine who runs the public securities portfolio at Investors Management Corporation. IMC is a holding company located in Raleigh, North...
by John Huber | Feb 5, 2018 | Investment Philosophy, Saber Capital Management
In late January, I had the great experience of visiting Google in Mountain View, California, where I had the chance to do meet with some Google employees to discuss investing (here are the slides from the talk). The timing was fortunate, as it was my good friend...
by John Huber | Dec 18, 2017 | Books, General Thoughts, Investment Philosophy
I recently wrote a post about a book I really liked called America’s Bank, by Roger Lowenstein. The book talks about the formation of the Federal Reserve, and the events that led to it. One of the major catalysts that started the process of banking reform was the...
by John Huber | Dec 4, 2017 | Books, Education, General Thoughts, Industry-Banks
Roger Lowenstein wrote the first in-depth biography of Buffett in 1995 called The Making of an American Capitalist, an outstanding account that spans from Buffett’s early days in his partnership to the prime years of Berkshire’s growth. Lowenstein also wrote a book I...
by John Huber | Nov 19, 2017 | General Thoughts, Investment Philosophy, Saber Capital Management
I did an interview that was published on Forbes’ website last week. For readers who have some spare time this week in between your Thanksgiving prep-work and travel plans, feel free to give it a read. In the interview, we talk about my general approach to...
