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 | Oct 3, 2018 | Books, Case Studies, General Thoughts
I’ve been spending some time studying the housing market and a number of companies that directly and indirectly do business in that industry. I have a view on the fundamentals of the housing market that I might write about another time. But as a somewhat related...
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...
by John Huber | May 2, 2018 | Case Studies, Investment Ideas & Company Research, Investment Philosophy
I sent this to Saber Capital clients last week, and I wanted to post it here on the site as well. Last month, I had the great privilege to visit Markel and speak with Tom Gayner and a few of his colleagues at Markel in Richmond, Virginia. Markel has always been a...
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...
