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 | Sep 8, 2020 | Investment Philosophy, Saber Capital
I had the chance to talk with Preston Pysh and Stig Brodersen of The Investor’s Podcast recently. Last year, we discussed my thoughts on Facebook. This time we talked a bit about my investment process, and we talked about what makes a great business. I also laid...
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 | 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 | 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...
