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 | 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 | Sep 4, 2019 | Saber Capital Management, Warren Buffett
Eleven years ago this month, the financial crisis of 2008 accelerated into high gear. Two of my favorite books about the crisis are All the Devils Are Here by Bethany McLean and Joe Nocera and Too Big To Fail by Andrew Ross Sorkin. The former provides great historical...
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 | Aug 7, 2018 | Education, Investment Philosophy, Overall Stock Market, Saber Capital Management
I had a great week in China with Jake Rosser and Connor Leonard, two good friends and fellow investors. We spent our time visiting a few companies, talking with employees and business owners, and just observing some day to day life in Beijing and Shanghai. I have...
