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Saber Capital Discussion with Googlers

by John Huber | Feb 5, 2018 | Investment Philosophy, Saber Capital Management

In late January, I had the great experience of visiting Google in Mountain View, California, where I had the chance to do meet with some Google employees to discuss investing (here are the slides from the talk). The timing was fortunate, as it was my good friend...

Some Comments on Saber Capital’s Investment Approach

by John Huber | Nov 19, 2017 | General Thoughts, Investment Philosophy, Saber Capital Management

I did an interview that was published on Forbes’ website last week. For readers who have some spare time this week in between your Thanksgiving prep-work and travel plans, feel free to give it a read. In the interview, we talk about my general approach to...

One of the World’s Widest Moats

by John Huber | Aug 16, 2017 | Investment Ideas & Company Research, Saber Capital Management

A year ago today, I wrote a short post on a company called Tencent Holdings (TCEHY), a dominant internet company in China and its ubiquitous crown jewel of an app platform called WeChat. I began studying that company for a few months, and last fall I bought some...

The Most Important Moat

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...

Berkshire Meeting Notes – Daily Improvement, Business Evolution, and Investment Strategy

by John Huber | May 11, 2017 | Charlie Munger, Investment Philosophy, Saber Capital Management, Think Differently, Warren Buffett

Last week I headed to Omaha to attend Berkshire Hathaway’s annual meeting. Nowadays, there is less of a reason to attend the meeting in person because it is available to watch online, but I love attending the event for all of the peripheral meetings that occur. It was...

What is Your Edge?

by John Huber | Dec 12, 2016 | Edge, Industry-Banks, Investment Philosophy, Saber Capital Management

A couple months ago I read an investment write-up on a large-cap stock that is one of the most widely followed and largest companies in the S&P 500. There was a comment that basically asked the following question: “What is your edge with this stock?” The...
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