Sources of Enduring Business Success

One of the biggest advantages that individual investors have is their ability to maintain a long-term time horizon. Professional investors can take advantage of this edge as well, but few do. I’ve long believed that the modern day advantage in markets is not...

The Coffee Can Edge

“In the end, what counts is buying a good business at a decent price, and then forgetting about it for a long, long, long time.” – Warren Buffett Some will take issue with the quote above. It’s obviously important to stay informed, and I promise that Buffett...

Research

Below is a collection of writing by John Huber that describes Saber Capital’s investment approach and ideas in more detail. To get on Saber’s distribution list, please visit our blog Base Hit Investing and subscribe to get new posts. The writing below is a...

Connor Leonard’s 2017 IMC Letter

Long-time readers are likely familiar with Connor Leonard, but for those who don’t know him, Connor is a good friend of mine who runs the public securities portfolio at Investors Management Corporation. IMC is a holding company located in Raleigh, North...