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 | 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 | 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 | 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...
