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Really liking John Huber's writing: he runs basehitinvesting.com + Saber Capital


nafregnum
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http://basehitinvesting.com/charlie-mungers-most-important-concept-takeaways-from-the-djco-meeting/

 

http://sabercapitalmgt.com/wp-content/uploads/2017/02/Saber-Capital-2017-02-08-Investor-Letter-2016-Review.pdf

 

http://sabercapitalmgt.com/wp-content/uploads/2013/03/Berkshire-Hathaway-2016-03-23-1.pdf

 

Yesterday I watched the recent DJCO Munger meeting on YouTube, and I read these by John Huber this morning. 

 

His biggest buys in 2016 were Berkshire, Apple, and a basket of bank stocks, primarily JPM and BAC.  I did the same things in 2016, but I also lost some on OUTR.  Maybe I like his writing because it's stoking my ego, but I really do like his thoughts on how everybody who gets big is saying the game has changed and it's harder to achieve excess returns, while at the same time a younger generation of great investors is starting small and compounding at 30%+ rates.

 

Anyone else here who follows Huber and has favorite quotes / articles?

 

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