by John Huber | Dec 30, 2021 | Edge, Investment Philosophy, Warren Buffett
I started watching Man in the Arena this week — a documentary on ESPN+ about Tom Brady’s career. In the second episode, there is a great story about how Belichick made a stunning decision to cut his star safety Lawyer Milloy just days before opening day in...
by John Huber | Jul 7, 2020 | Edge, Education
“In the end, what counts is buying a good business at a decent price, and then forgetting about it for a long, long, long time.” – Warren Buffett Some will take issue with the quote above. It’s obviously important to stay informed, and I promise that Buffett...
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 | 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...
by John Huber | Dec 12, 2016 | Edge, Industry-Banks, Investment Philosophy, Saber Capital Management
A couple months ago I read an investment write-up on a large-cap stock that is one of the most widely followed and largest companies in the S&P 500. There was a comment that basically asked the following question: “What is your edge with this stock?” The...
