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 | Dec 5, 2018 | Investment Ideas & Company Research, Investment Philosophy, Investor Letters, Saber Capital Management
As I mentioned in a note to my investors earlier this week, the spirit of the Holiday shopping season has been extended to certain parts of the stock market, with a number of bargains to be found. In terms of interesting ideas to be excited about, my watchlist is...
by John Huber | Aug 7, 2018 | Education, Investment Philosophy, Overall Stock Market, Saber Capital Management
I had a great week in China with Jake Rosser and Connor Leonard, two good friends and fellow investors. We spent our time visiting a few companies, talking with employees and business owners, and just observing some day to day life in Beijing and Shanghai. I have...
by John Huber | May 15, 2018 | Charlie Munger, Investment Philosophy, Think Differently, Warren Buffett
On a morning run a few weeks ago, I was listening to a talk by Alice Schroeder, author of the outstanding Buffett biography Snowball. She was discussing some things she learned from Buffett in front of an audience of Microsoft employees. Schroeder is always someone I...
by John Huber | May 2, 2018 | Case Studies, Investment Ideas & Company Research, Investment Philosophy
I sent this to Saber Capital clients last week, and I wanted to post it here on the site as well. Last month, I had the great privilege to visit Markel and speak with Tom Gayner and a few of his colleagues at Markel in Richmond, Virginia. Markel has always been a...
by John Huber | Feb 5, 2018 | Investment Philosophy, Saber Capital Management
In late January, I had the great experience of visiting Google in Mountain View, California, where I had the chance to do meet with some Google employees to discuss investing (here are the slides from the talk). The timing was fortunate, as it was my good friend...
