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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
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John Huber
104
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Investment Evolution or Flexible Tactics?
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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
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John Huber
44
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Short-termism and Opportunities; Buffett's Views on Tariffs
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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
32
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Portfolio Management Thoughts; Valuation S-Curve; and an Update on Investments
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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
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John Huber
35
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Video: Market Valuations and Opportunities
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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
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John Huber
44
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Lincoln's 2nd Inaugural Address; Investing Philosophies and Tribalism
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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…
Aug 9, 2024
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John Huber
137
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Thoughts on Buffett Selling Apple
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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.
Jul 12, 2024
•
John Huber
187
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Walter Schloss, Nifty Fifty, Current Market Valuations and Opportunities
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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
Mar 4, 2024
•
John Huber
118
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Thoughts on Ben Graham's "Unpopular Large Caps": A Still-Effective Strategy
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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
Dec 5, 2023
•
John Huber
87
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John Neff, Peter Lynch, Portfolio Turnover and Growth Traps
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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…
Nov 3, 2023
•
John Huber
39
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Munger Podcast Thoughts, Retail Stocks, and Munger the Bargain Hunter?
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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…
Jun 20, 2023
•
John Huber
98
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Attributes of a Great Business and a Simple Investment Checklist
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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
Apr 28, 2023
•
John Huber
111
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3 Engines of Value - Guest Lecture at NC State
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