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Thoughts on Market Valuations, AI, Productivity and Shortages
Plus: Tickle Me Elmo and end user demand; Why do all shortages end in gluts? And who is TSMC's customers' customers' customer?
 • John Huber
Understanding ROIC on Low Growth Businesses
A discussion of ROIC vs FCF yield; does ROIC matter in low growth businesses? Some current examples of high FCF yield stocks
 • John Huber
Investment Evolution or Flexible Tactics?
A look at Warren Buffett's remarkable investment flexibility and some thoughts on opportunities over the next decade; current valuations; how to avoid…
 • John Huber
Short-termism and Opportunities; Buffett's Views on Tariffs
Clip of a Saber client note with some thoughts on trade deficits and market behavior
 • 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…
 • John Huber
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…
 • John Huber
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…
 • John Huber
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…
 • John Huber
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.
 • 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
 • John Huber
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
 • 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…
 • John Huber
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