by John Huber | Mar 22, 2020 | Investment Journal
The COVID-19 panic continues to wreak havoc on both the stock market and the economy, and the news continues to seemingly worsen with each passing day. In the midst of a crisis, it's imperative to maintain clarity of thought and a calm demeanor. This is difficult for...
by John Huber | Mar 6, 2020 | Ideas
Here is a passage from a note I wrote to Saber investors last week: "Be greedy when others are fearful" is the quote that is probably most often cited but yet rarely practiced in the stock market. I rarely send out interim quarterly notes like this, and this is the...
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....
