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Quiet Compounders and a Hidden Moat at an 18% FCF Yield
A high margin, high ROIC business with a hidden moat for 5.5 P/FCF that is buying back shares.
Jul 11
•
John Huber
32
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Quiet Compounders and a Hidden Moat at an 18% FCF Yield
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26
June 2025
Investment Evolution or Flexible Tactics?
A look at Warren Buffett's remarkable investment flexibility and some thoughts on opportunities over the next decade
Jun 2
•
John Huber
109
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Investment Evolution or Flexible Tactics?
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4
May 2025
A Compounder That's Ramping Up the Buyback
A big buyback announcement (14% of the shares) & recent insider buying; summary of the valuation and thoughts on the opportunistic mindset of its…
May 12
•
John Huber
18
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A Compounder That's Ramping Up the Buyback
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2
April 2025
A Gem of a Thrift Conversion
Recently converted thrift trades at 65% of book value, has lots of excess capital, pristine credit quality, is buying back meaningful amounts of its…
Apr 23
•
John Huber
28
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A Gem of a Thrift Conversion
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7
Short-termism and Opportunities; Buffett's Views on Tariffs
Clip of a Saber client note with some thoughts on trade deficits and market behavior
Apr 17
•
John Huber
45
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Base Hit Investing
Short-termism and Opportunities; Buffett's Views on Tariffs
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1
March 2025
CNK Buyback, Special Situation Review, and Some Thoughts on Theaters
A Lincoln Post with some quick thoughts on CNK's valuation, its new buyback announcement and a review of the Fairfax preferred shares.
Mar 7
•
John Huber
5
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CNK Buyback, Special Situation Review, and Some Thoughts on Theaters
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February 2025
Investment Categories and Update on Holdings
Investor letter to Saber clients from last fall that outlines three types of investments in our portfolio, along with some updated comments on the…
Feb 23
•
John Huber
33
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Investment Categories and Update on Holdings
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January 2025
Portfolio Management Thoughts; Valuation S-Curve; and an Update on Investments
I review some thoughts on the valuations of some stocks we discussed last year, along with portfolio management tactics, thoughts on selling, and an…
Jan 6
•
John Huber
33
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Base Hit Investing
Portfolio Management Thoughts; Valuation S-Curve; and an Update on Investments
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1
December 2024
Special Situation Arbitrage Opportunity
A hidden series of securities on a very high-quality company that I believe have been mispriced, and a recent announcement provides clarity on when this…
Dec 5, 2024
•
John Huber
31
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Special Situation Arbitrage Opportunity
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7
November 2024
Buyback Machine and a Possible Liquidation
A company selling off assets and using the large net cash proceeds to buy back shares at a high FCF yield
Nov 23, 2024
•
John Huber
36
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Base Hit Investing
Buyback Machine and a Possible Liquidation
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5
October 2024
Video: Market Valuations and Opportunities
I recorded a video that discusses some risks I see in the general stock market and opportunities that have resulted in part because of passive index…
Oct 28, 2024
•
John Huber
38
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Base Hit Investing
Video: Market Valuations and Opportunities
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14
Lincoln's 2nd Inaugural Address; Investing Philosophies and Tribalism
Inspired by Abe Lincoln's succinct delivery, I'm going to publish more short form thoughts from the "ugly first draft" files with the goal of sparking…
Oct 1, 2024
•
John Huber
45
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Base Hit Investing
Lincoln's 2nd Inaugural Address; Investing Philosophies and Tribalism
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