Investors Podcast - Attributes of Great Businesses
I had the chance to talk with Preston Pysh and Stig Brodersen of The Investor's Podcast recently. We talked about my investment process and about what makes a great business. I also laid out some themes that have been a recurring part of Saber's portfolio over the years, such as the importance of management and a company's adaptability to change, Peter Thiel's idea on how stark the difference is between monopolies vs non-monopolies, the value of economies of scale, the attractiveness of toll roads, and a few other intangible qualities.
I hope this is useful for listeners, and thanks for reading/listening!
John Huber is the founder of Saber Capital Management, LLC. Saber is the general partner and manager of an investment fund modeled after the original Buffett partnerships. Saber’s strategy is to make very carefully selected investments in undervalued stocks of great businesses.
John can be reached at john@sabercapitalmgt.com.