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

[nafregnum]

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?

 

[Jurgis]

Yeah, I like his writing and most of his buys.

[StockDuck13]

I recently started following his blog more closely and I've enjoyed it so far. It looks like he started Saber Capital pretty recently as his 2016 letter is the only one posted.

[augustabound]

I recently started following his blog more closely and I've enjoyed it so far. It looks like he started Saber Capital pretty recently as his 2016 letter is the only one posted.

 

He started Saber in 2013.