by John Huber | Oct 18, 2016 | Saber Capital, Warren Buffett
“A truly great business must have an enduring “moat” that protects excellent returns on invested capital.” –Warren Buffett, 2007 Shareholder Letter During recent calls with Saber Capital clients, numerous questions related to quality and return on capital...
by John Huber | Sep 28, 2016 | Saber Capital
John Huber is the portfolio manager of Saber Capital Management, LLC, a value-focused investment firm that manages separate accounts for clients. Saber’s objective is to compound capital over the long-term by making investments in undervalued stocks of high-quality...
by John Huber | Sep 28, 2016 | Saber Capital
At Saber Capital Management, we have a simple objective: to compound our capital at high rates of return over long periods of time with minimal risk of permanent loss of principal. To do this, we focus on maintaining a margin of safety by only investing in...
by John Huber | Sep 26, 2016 | Investment Philosophy, Investment Quotes
John Hempton, who runs a hedge fund and writes the blog called Bronte Capital, wrote a really interesting post over the weekend on investment philosophy. He basically calls out the majority of the professional money management community for cloning Buffett in word,...
by John Huber | Sep 13, 2016 | Investment Philosophy, Investment Quotes, Walter Schloss
I am not a big fan of going through specific “checklist” items one by one when evaluating an investment idea. I know this idea has gained enormous popularity in recent years, partly due to the good book The Checklist Manifesto, and partly popularized in value...
