by John Huber | May 7, 2020 | Ideas
I reviewed a number of "small tech" companies over the past week (Big Tech: FB, AMZN, GOOG, AAPL all reported earnings last week). I wrote some notes that touched on a couple of these small tech firms, but I as I read earnings report after earnings report from...
by John Huber | Apr 23, 2020 | Investment Journal, Investment Theory
Over the last five years I've heard a lot of value investors discussing how traditional "value stocks" haven't performed well for a long time. By value stocks, I mean the way they are traditionally defined (low price to book; low price to earnings, low EV/EBIT,...
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....
