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 | Nov 4, 2021 | Investment Philosophy, Portfolio Management, Saber Capital
I recently read Annie Duke’s book on decision making called Thinking In Bets. One of her main points is that life is like poker and not chess. In chess, the superior player will always beat the inferior player unless the better player makes a mistake. There is...
by John Huber | Nov 18, 2020 | Investment Philosophy
What motivates me the most in business (and in other areas of life) is the continuous pursuit of self-improvement. I was once a runner (still am actually, just much older and slower). Competitive long distance running has a lot in common with investing. A top-tier...
by John Huber | Sep 8, 2020 | Investment Philosophy, Saber Capital
I had the chance to talk with Preston Pysh and Stig Brodersen of The Investor’s Podcast recently. Last year, we discussed my thoughts on Facebook. This time we talked a bit about my investment process, and we talked about what makes a great business. I also laid...
by John Huber | Jul 24, 2020 | Investment Philosophy, Portfolio Management, Saber Capital Management
There is a strange dichotomy in the stock market right now. The market is painting large portions of industries with the same broad brush, and I think it’s creating investment opportunities. Anything related to software-as-a-service (SaaS) is deemed a future...
by John Huber | Jun 14, 2020 | Investment Philosophy, Portfolio Management, Saber Capital
I had a chance to join the Acquirer’s Multiple podcast to talk about my approach to investing with Toby Carlisle. I’ve been a long-time admirer of Toby’s work in the investing community, and I enjoyed talking with him. If you’d like to listen...
