by John Huber | Nov 14, 2019 | Edge, Investor Letters, Saber Capital
I often get asked the question, “what is your edge”? The question comes up so often, and I feel like there is such a misunderstanding around what edge is and where it exists today that I continually feel compelled to write about it in these letters. Institutional...
by John Huber | Jun 20, 2019 | Saber Capital
I founded Saber Capital Management, LLC about six years ago. Around that time, I began writing my investing thoughts at a blog I called Base Hit Investing. The name was just something I came up with on a walk one day. It combines my love of both baseball and...
by John Huber | Oct 18, 2016 | Saber Capital, Warren Buffett
“A truly great business must have an enduring “moat” that protects excellent returns on invested capital.” –Warren Buffett, 2007 Shareholder Letter During recent calls with Saber Capital clients, numerous questions related to quality and return on capital...
by John Huber | Sep 28, 2016 | Saber Capital
John Huber is the portfolio manager of Saber Capital Management, LLC, a value-focused investment firm that manages separate accounts for clients. Saber’s objective is to compound capital over the long-term by making investments in undervalued stocks of high-quality...
by John Huber | Sep 28, 2016 | Saber Capital
At Saber Capital Management, we have a simple objective: to compound our capital at high rates of return over long periods of time with minimal risk of permanent loss of principal. To do this, we focus on maintaining a margin of safety by only investing in...
