by John Huber | Jun 15, 2020 | Investor Letters, Saber Capital, Shareholder Letters & Reports
Below is partial content from a note sent to Saber Capital investors on March 23rd, 2020. To join Saber’s distribution list, please use the signup form on this page. Bear Market Notes The COVID-19 panic continues to wreak havoc on both the stock market and the...
by John Huber | Jan 15, 2020 | Investor Letters, Saber Capital Management, Shareholder Letters & Reports
Below is partial content from Saber Investment Fund’s 2019 annual letter. To join Saber’s distribution list, please use the signup form on this page. Marv Levy, my favorite all-time football coach often said “When it’s too tough for them, it’s just right for us!” The...
by John Huber | Nov 14, 2019 | Edge, Investor Letters, Saber Capital
I often get asked the question, “what is your edge”? The question comes up so often, and I feel like there is such a misunderstanding around what edge is and where it exists today that I continually feel compelled to write about it in these letters. Institutional...
by John Huber | Jul 29, 2019 | Investor Letters, Saber Capital Management
This post is an expanded version of my comments on Wells Fargo from our recent mid-year letter to investors (please see here for the current letter; or to receive future updates from Saber Capital, please subscribe on the right of this page). I have spent a lot of...
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 | 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...
