Wells Fargo: Not All Boring Ideas Turn Out To Be Boring

This post is an expanded version of my comments on Wells Fargo from our recent mid-year letter to investors (please see here for the current letter; or to receive future updates from Saber Capital, please subscribe on the right of this page). Q2 hedge fund letters, conference, scoops etc By The [...]

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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 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 [...]

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Buffett’s Underrated Investment Attribute

A few weeks ago, Sears finally filed for bankruptcy, and I decided to read through some of my notes I’ve compiled over the years on that company. During this review, I came across a couple old posts that I wrote on the topic of circle of competence: Sears and 7-Foot [...]

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China Thoughts And The Circle Of Competence

I had a great week in China with Jake Rosser and Connor Leonard, two good friends and fellow investors. We spent our time visiting a few companies, talking with employees and business owners, and just observing some day to day life in Beijing and Shanghai. I have spent a [...]

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Star Manager’s Case Study of a Great Business vs. a Net-Net

Over the weekend I was reading through some Charlie479 posts on VIC (who I’ll introduce below). He recommended a company called Winmall & Co (WNMLA), a small, illiquid, management-controlled stock in 2001 that was selling for about 43% of net cash. Below is an interesting comment Charlie479 made in response [...]

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