by John Huber | May 17, 2019 | Saber Capital Management
I wanted to write a brief post to share a letter I sent to my investors last month. There have been some changes happening at Saber Capital that I thought I’d mention here to readers: the company is transitioning from a separate account manager to a fund...
by John Huber | May 1, 2019 | Ideas, Investment Journal
Saudi Arabia, if it were a business, would be considered a cash cow. In fact, Saudi Aramco, the country’s oil company that was once a joint venture with one of Rockefeller’s Standard Oil descendants but was nationalized decades ago, is the most profitable business in...
by John Huber | Mar 27, 2019 | Investment Journal, Investment Theory
I recently watched the series of pieces that CNBC put on during the 10-year anniversary of the credit crisis that occurred in the fall of 2008. It was interesting to listen to Buffett describe how he got a call from Lehman Brothers CEO Dick Fuld in the summer of 2008....
by John Huber | Feb 25, 2019 | Buffett Letter Series, Investment Journal
Some notes on the letter and on his CNBC comments this morning: American Tailwind: If you didn't read the letter, I highly encourage you to read this section. I think it's so important to keep the big picture in mind. Too many people let recent events or political...
by John Huber | Jan 30, 2019 | Ideas, Investment Journal
Apple reported earnings yesterday. My main takeaways: 1.4 billion installed devices (continues to grow)900 million installed iPhones (up from 825 million a year ago, and this number grew in all five major geographic territories)Services business is very profitable:...
