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 | 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...
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 | May 11, 2017 | Charlie Munger, Investment Philosophy, Saber Capital Management, Think Differently, Warren Buffett
Last week I headed to Omaha to attend Berkshire Hathaway’s annual meeting. Nowadays, there is less of a reason to attend the meeting in person because it is available to watch online, but I love attending the event for all of the peripheral meetings that occur. It was...
by John Huber | Feb 27, 2017 | Charlie Munger, Investment Philosophy, Think Differently
A couple weeks ago, I flew to Los Angeles to listen to Charlie Munger at the Daily Journal annual meeting. These days, you can read the transcript of these events or even watch it on YouTube, so there is less of a practical reason to attend the actual event. But the...
by John Huber | Jan 12, 2017 | Case Studies, Charlie Munger, Investment Philosophy
A few months ago we had an interesting post/discussion on the site where Matt Brice and I share some of our research and investment ideas. The topic was Munger’s ability to quickly discard an investment opportunity if it was something he didn’t understand or a...