by John Huber | Nov 29, 2016 | Investment Philosophy, Portfolio Management
I was recently reading through some old investor interviews from the excellent Graham and Doddsville newsletter from Columbia Business School, and I came across an interview from Glenn Greenberg of Brave Warrior (formerly Chieftain Capital). A couple years ago I...
by John Huber | Nov 18, 2016 | Investor Letters, Saber Capital Management
I wrote a note to my clients last week regarding my general thoughts on the presidential election, some broader historical reference points, as well as how I tend to think about these major political and macro-oriented events from my perch as an investor in stocks at...
by John Huber | Nov 1, 2016 | Case Studies, General Thoughts, Investment Philosophy
I gave a talk at an investing conference in Philadelphia last week where I discussed my overall approach to investment along with three broad categories where I think investors could focus to gain an edge (I’ll share the slides in a later post). I don’t attend many of...
by John Huber | Oct 18, 2016 | Saber Capital, Warren Buffett
“A truly great business must have an enduring “moat” that protects excellent returns on invested capital.” –Warren Buffett, 2007 Shareholder Letter During recent calls with Saber Capital clients, numerous questions related to quality and return on capital...
by John Huber | Sep 28, 2016 | Saber Capital
John Huber is the portfolio manager of Saber Capital Management, LLC, a value-focused investment firm that manages separate accounts for clients. Saber’s objective is to compound capital over the long-term by making investments in undervalued stocks of high-quality...
