John Huber – ValueWalk Premium

Saber Capital Management: A Stock Picker’s Market

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 winner, while anything related to the physical world is...

The Coffee Can Edge

“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 Q2 2020 hedge fund letters, conferences and more Some will take issue with the quote above. It’s obviously important to stay informed, and...

Saber Capital Management: Bear Market Notes

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. Q2 2020 hedge fund letters, conferences and more Bear Market Notes The COVID-19 panic continues to wreak havoc on both the stock market...

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...

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...

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...

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...

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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