by John Huber | Mar 24, 2018 | Uncategorized
A few weeks ago, my good friend Saurabh Madaan (a former Googler who now works at Markel with Tom Gayner) invited me to come to Richmond to chat about a few investing ideas with Mr. Gayner and a few other “Markelers” (if there are Googlers, why can’t...
by Matt Brice | Jan 16, 2018 | Investment Theory
I started re-reading Snowball over the holidays. If you haven't read it, you should and if you haven't read it in a few years, 2018 might be a good time to pick it up again. I joke with John that reading Snowball annually is similar to a Christian re-reading the...
by John Huber | Nov 29, 2017 | Ideas, Investment Journal
I watched a video with one of the very early employees at Tencent. It’s a great video, and David Wallerstein gives some examples that illustrate just how focused Tencent is on the user, their customers. He goes into the history of Tencent, with some great background...
by John Huber | Nov 19, 2017 | Investment Journal
I thought I'd update members on a couple stocks that could use an update. First, the good news: I'm not one for putting much weight on any particular quarter, but Tencent is doing incredibly well, and there latest numbers were pretty amazing. When you zoom out, and...
by John Huber | Jul 30, 2017 | Ideas
Last month, I did a presentation for the Manual of Ideas (a value investing website/community) on Tencent, which is a dominant internet company in China with one of the widest moats that I've ever studied. Saber Capital owns shares in Tencent, and while the stock...
