by John Huber | Dec 12, 2019 | Book Reviews
Matt and I both read a lot of books. He reads so many and so fast that I have a hard time keeping up, so I pressured him into forming a book club with me for 2020. The goal is to pick one book a month that we both read at the same time, and then share our takeaways....
by John Huber | Nov 1, 2019 | Ideas
"Earnings season" is very rarely any different for me than most other times of the year. One of the great things about owning quality companies is that they tend to be more predictable, and require far less maintenance. Not a lot changes from quarter to quarter. That...
by John Huber | Oct 15, 2019 | Investment Journal
I am writing my quarterly letter to Saber investors, and one of the sections references WeWork's IPO debacle. I wanted to share some rough notes I have in my investment journal from some ideas I've been forming lately about scale, and how it's not always a good thing....
by John Huber | Oct 3, 2019 | Ideas
I wanted to share some quick thoughts on Facebook. Someone leaked the audio of a meeting at the company where Mark Zuckerberg took questions from various employees on a variety of matters. The Verge published the transcript of the Q&A, and the entire article is...
by John Huber | Aug 14, 2019 | Ideas
It's common sense that if you are lending money to someone for a decade, you are naturally going to want a higher interest rate than if you lend to someone who promises to pay you back in a few months. However, on certain occasions a strange phenomenon occurs: lenders...
