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Mental Tension and the Value of Falling Stock Prices

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...

Flaws You Can Live With and a Framework for Decision Making

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...

Stock Picker’s Market

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...

Podcast with Tobias Carlisle

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...

Two Important Investment Principles

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...

A 1977 Warren Buffett Interview From the WSJ Archives

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...
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