by John Huber | Jul 10, 2017 | General Thoughts, Investment Philosophy, Investor Letters, Saber Capital Management
I recently wrote an investor note on some thoughts I have on customer value, and why I think it’s important when analyzing businesses. I thought I’d share that letter here: Saber Capital Investor Note: “Most Important Moat” (6/13/2017) In the note, I outline why I...
by John Huber | Jan 23, 2017 | General Thoughts, Investment Quotes, Think Differently, Warren Buffett
Buffett talks a lot about the concept he calls the “institutional imperative”. In his 1989 shareholder letter, when he was describing his mistakes of the first 25 years managing Berkshire, he outlines what he means by this (emphasis mine): “My most surprising...
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 | Aug 15, 2016 | General Thoughts, Scratch Notes
This is just a quick post on some interesting articles I read over the weekend as I caught up on some newspaper reading. There were a couple recent pieces (one in the Economist and one in the NY Times) on WeChat, the Chinese messaging app that now boasts over 700...
by John Huber | Jun 27, 2016 | General Thoughts, Investment Philosophy, Overall Stock Market, Portfolio Management
I thought I’d put up a quick post with an interesting chart that might provide some food for thought. Considering the volatility in the past few days that was created by the surprising results of the “Brexit” referendum where the U.K. voted to leave the European...
by John Huber | May 16, 2016 | General Thoughts, Industry-Oil
I read an article last week by Scott Fearon, who wrote the excellent book Dead Companies Walking (a good book about shorting stocks, which can benefit investors even if they don’t short stocks). The article basically posed a hypothetical question on whether Apple was...
