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 | Jul 25, 2016 | Case Studies, Investment Ideas & Company Research, Scratch Notes, Shareholder Letters & Reports
I recently made a list of a few shareholder letters I want to read, and one that I completed a few days ago was Credit Acceptance Corp (CACC). This post is not a comprehensive review of the business, as I just started reading about the company. But I thought some...
by John Huber | Mar 23, 2016 | Investment Ideas & Company Research, Warren Buffett
I own Berkshire Hathaway stock. In fact, it’s a stock I bought recently for the first time ever, despite following it for years. I think earlier this year it became (and to a large extent still is) far too cheap. It’s not a stock that I think has huge upside, but it...
by John Huber | Nov 4, 2015 | Industry-Banks, Investment Ideas & Company Research
“In the end, banking is a very good business unless you do dumb things.” – Warren Buffett Buffett has been investing in bank stocks since the 1950’s, and I think one of the things he probably likes most about banking is the predictability of deposit growth. As he...
by John Huber | Sep 3, 2015 | Industry-Railroads, Investment Ideas & Company Research
Stock prices have finally entered the much anticipated correction, and so I’ve spent more time lately looking at my watchlist of great businesses that I’d like to own at some point. My portfolio has been largely made up of special situation investments for some time,...
