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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...

The Superpower of Belichick and Buffett

by John Huber | Dec 30, 2021 | Edge, Investment Philosophy, Warren Buffett

I started watching Man in the Arena this week — a documentary on ESPN+ about Tom Brady’s career. In the second episode, there is a great story about how Belichick made a stunning decision to cut his star safety Lawyer Milloy just days before opening day in...

Warren Buffett 1997 Email Exchange on Microsoft

by John Huber | Dec 19, 2019 | Investment Ideas & Company Research, Warren Buffett

I recently came across an interesting email exchange from a time when email was still in its infancy. The exchange was between Warren Buffett and a 39-year old Jeff Raikes, a high-level Microsoft employee. The email references “Bill G”, and after some small talk, it...

The Risk of Outsourced Thinking

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...

Buffett’s Underrated Investment Attribute

by John Huber | Nov 7, 2018 | Case Studies, Warren Buffett

A few weeks ago, Sears finally filed for bankruptcy, and I decided to read through some of my notes I’ve compiled over the years on that company. During this review, I came across a couple old posts that I wrote on the topic of circle of competence: Sears and 7-Foot...

Two Berkshire Takeaways and Thoughts on Competitive Markets

by John Huber | May 15, 2018 | Charlie Munger, Investment Philosophy, Think Differently, Warren Buffett

On a morning run a few weeks ago, I was listening to a talk by Alice Schroeder, author of the outstanding Buffett biography Snowball. She was discussing some things she learned from Buffett in front of an audience of Microsoft employees. Schroeder is always someone I...
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