by John Huber | May 13, 2014 | Investment Philosophy
Update: For those interested, I wrote a 5-part series about the concept of return on incremental invested capital and also a few other writings that discuss ROIC. A while back, I posted a couple articles on return on invested capital (ROIC) along with some comments...
by John Huber | Mar 27, 2022 | Uncategorized
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...
by John Huber | Jul 7, 2020 | Edge, Education
“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...
by John Huber | Mar 5, 2019
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...
by John Huber | Apr 24, 2018 | General Thoughts
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...