Research About Investor Login Saber Notes Home Flaws You Can Live With and a Framework for Decision Making 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... Etsy’s Growing Network Effect by John Huber | Jun 17, 2021 | Company Commentary, Scratch Notes The term “network effect” gets too often ascribed to businesses that don’t really possess one, but a true network effect is one of the most valuable advantages in business, and something I always watch for when studying companies. When combined with... Deep Dives Podcast; Building Blocks of Innovation; Investing in a Dynamic World 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... End of Mean Reversion? by John Huber | Jan 4, 2021 | General Thoughts, Investment Philosophy, Uncategorized Aaron Edelheit of Mindset Capital wrote a post about a talk he had with my friend and fellow investor Fred Liu. One of the concepts discussed was the Power Law Distribution. Applied to the market, this means most of the value created comes from a small minority of... Long Feedback Loops: Writing vs. Getting Published 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... Investors Podcast – Attributes of Great Businesses 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... Stock Picker’s Market 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... The Coffee Can Edge 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... Bear Market Notes 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... Podcast with Tobias Carlisle by John Huber | Jun 14, 2020 | Investment Philosophy, Portfolio Management, Saber Capital I had a chance to join the Acquirer’s Multiple podcast to talk about my approach to investing with Toby Carlisle. I’ve been a long-time admirer of Toby’s work in the investing community, and I enjoyed talking with him. If you’d like to listen... « Older Entries Saber Capital Distribution List First Name Last Name Email Address © Saber Capital Management, LLC | Disclaimer | My Account