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Saber Capital: A Discussion On Facebook

A couple weeks ago, I was on The Investors’ Podcast with Stig Brodersen and Preston Pysh to talk about Facebook.

Q2 hedge fund letters, conference, scoops etc

Facebook

mohamed_hassan / Pixabay

We discussed Facebook’s business model, the digital advertising industry, and the potential antitrust headwinds that the big tech companies are facing. I really enjoyed the chat, and thanks to Stig and Preston for inviting me on the show.

If you’re interested in reading more details on the investment thesis for Facebook, I also wrote a note to investors last fall outlining more thoughts on the investment.

I hope you enjoy the discussion, and thanks for reading (listening).

Article by John Huber, Saber Capital Management


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