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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.
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John Huber
26
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…
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John Huber
2
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…
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John Huber
7
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.
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John Huber
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…
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John Huber
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…
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John Huber
1
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…
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John Huber
7
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
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John Huber
5
14% FCF Yield + Undervalued Real Estate
I have a contrarian view on the quality of this industry; surprisingly solid ROIC's & consistent FCF generation, plus real estate carried on books at…
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John Huber
11
Value Hiding in Plain Sight, a Big Buyback Announcement, and a Quiet Compounder
Some updates on a few of our recent investments, including NRP, DR, and FCNCA, along with some thoughts on great management teams, bargains hiding in…
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John Huber
7
Hospital Owner at a 14% FCF Yield
Owner of high quality assets (39% ROIC, 20 years of consistent FCF) that has recently changed its corporate strategy and capital allocation; now buying…
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John Huber
12
Valuation Update on an Overcapitalized Bank with Buyback Potential
One of my favorite banks that has the opportunity and the excess capital to potentially buy back over 30% of its shares over the next couple years…
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John Huber
1
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