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 out some recurring themes that have been a recurring part of Saber’s portfolio over the years, such as the importance of management and a company’s adaptability to change, Peter Thiel’s idea on how stark the difference is between monopolies vs non-monopolies, the value of economies of scale, the attractiveness of toll roads, and a few other intangible qualities.
I hope this is useful for listeners, and thanks for reading/listening!
Other Links:
- The above mentioned Investor’s Podcast talk
- Last year’s discussion on Facebook
- Our writeup on Facebook (December 2018)
John Huber is the founder of Saber Capital Management, LLC. Saber is the general partner and manager of an investment fund modeled after the original Buffett partnerships. Saber’s strategy is to make very carefully selected investments in undervalued stocks of great businesses.
John can be reached at john@sabercapitalmgt.com.