by John Huber | May 30, 2022 | Portfolio Management, Saber Capital, Shareholder Letters & Reports, Warren Buffett
In a recent interview, Ted Weschler described his investment process as an eclectic collection of different reading material that is likely unique to him. For example, he mentions reading USA Today, Furniture Daily, and Uranium Weekly, three completely different...
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 | 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...
by John Huber | Nov 29, 2016 | Investment Philosophy, Portfolio Management
I was recently reading through some old investor interviews from the excellent Graham and Doddsville newsletter from Columbia Business School, and I came across an interview from Glenn Greenberg of Brave Warrior (formerly Chieftain Capital). A couple years ago I...
by John Huber | Aug 23, 2016 | Portfolio Management, Warren Buffett
Someone I’m connected with on Linkedin sent me this old article from 1977 in the Wall Street Journal on Warren Buffett. I thought I’d share it here, along with a few highlights. It’s an article I haven’t seen previously. There isn’t much new here, but I thought it was...
