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Strategy

Investment Evolution or Flexible Tactics?
A look at Warren Buffett's remarkable investment flexibility and some thoughts on opportunities over the next decade
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John Huber
4
Short-termism and Opportunities; Buffett's Views on Tariffs
Clip of a Saber client note with some thoughts on trade deficits and market behavior
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John Huber
1
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
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…
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John Huber
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…
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John Huber
1
Thoughts on Buffett Selling Apple
His investment decisions are not economic or market predictions, but just a byproduct of the huge size of his portfolio and how few stocks he can buy…
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John Huber
8
Walter Schloss, Nifty Fifty, Current Market Valuations and Opportunities
This post is a loose summary of a recurring conversation I've been having with a few friends of mine recently.
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John Huber
Thoughts on Ben Graham's "Unpopular Large Caps": A Still-Effective Strategy
Graham's view on how large caps can get mispriced, a time arbitrage investment approach that worked for Graham and still works today
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John Huber
2
John Neff, Peter Lynch, Portfolio Turnover and Growth Traps
Some thoughts on the book John Neff on Investing, his portfolio style, and some thoughts on value vs growth investments
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John Huber
Munger Podcast Thoughts, Retail Stocks, and Munger the Bargain Hunter?
A great discussion where Charlie Munger outlines his views on Costco and other quality retailers, why Buffett doesn't like retail, and even some…
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John Huber
Attributes of a Great Business and a Simple Investment Checklist
A follow up on the Nebraska farmer's great investment and some takeaways: Two attributes that each great business needs, some examples of what matters…
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John Huber
3
3 Engines of Value - Guest Lecture at NC State
I recently got to speak with the students who run Bell Tower Capital Management, a student-managed investment fund at NC State University
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John Huber
20
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