by John Huber | May 30, 2022 | Portfolio Management, Saber Capital, Shareholder Letters & Reports, Warren Buffett
In a recent interview, Ted Weschler described his investment process as an eclectic collection of different reading material that is likely unique to him. For example, he mentions reading USA Today, Furniture Daily, and Uranium Weekly, three completely different...
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 | Dec 30, 2021 | Edge, Investment Philosophy, Warren Buffett
I started watching Man in the Arena this week — a documentary on ESPN+ about Tom Brady’s career. In the second episode, there is a great story about how Belichick made a stunning decision to cut his star safety Lawyer Milloy just days before opening day in...
by John Huber | Nov 4, 2021 | Investment Philosophy, Portfolio Management, Saber Capital
I recently read Annie Duke’s book on decision making called Thinking In Bets. One of her main points is that life is like poker and not chess. In chess, the superior player will always beat the inferior player unless the better player makes a mistake. There is...
by John Huber | Jun 9, 2021 | Uncategorized
I recently talked with Matt Samuels who has a podcast called Deep Dives. His podcast is not an investing podcast, but rather an eclectic mix of the arts, politics, and business, all of which are interests of mine. Investing is much like my view of life: it’s a...
by John Huber | Nov 18, 2020 | Investment Philosophy
What motivates me the most in business (and in other areas of life) is the continuous pursuit of self-improvement. I was once a runner (still am actually, just much older and slower). Competitive long distance running has a lot in common with investing. A top-tier...
by John Huber | Sep 8, 2020 | Investment Philosophy, Saber Capital
I had the chance to talk with Preston Pysh and Stig Brodersen of The Investor’s Podcast recently. Last year, we discussed my thoughts on Facebook. This time we talked a bit about my investment process, and we talked about what makes a great business. I also laid...
by John Huber | Jul 24, 2020 | Investment Philosophy, Portfolio Management, Saber Capital Management
There is a strange dichotomy in the stock market right now. The market is painting large portions of industries with the same broad brush, and I think it’s creating investment opportunities. Anything related to software-as-a-service (SaaS) is deemed a future...
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 | Jun 15, 2020 | Investor Letters, Saber Capital, Shareholder Letters & Reports
Below is partial content from a note sent to Saber Capital investors on March 23rd, 2020. To join Saber’s distribution list, please use the signup form on this page. Bear Market Notes The COVID-19 panic continues to wreak havoc on both the stock market and the...