
The one and only John Huber stops by The Business Brew. John runs Saber Capital Management. Bill found John through Base Hit Investing back in the day. Today you can follow John's writing at Basehitinvesting.substack.com.
Bill admires John's mental flexibility, grit, and consistency. The Business Brew is happy to feature John this week!
đź§ What You’ll Learn in This EpisodeÂ
📌 Strategic insights into value investingÂ
📌 How to evaluate high-quality growth companiesÂ
📌 The risks of overpaying and the dangers of outsourcing your thinkingÂ
📌 Thoughts on Berkshire Hathaway’s futureÂ
📌 Portfolio management and balancing writing with fund operationsÂ
📌 Opportunities beyond the S&P 500Â
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🕰️ TimestampsÂ
00:00 – 👤 John Huber’s IntroductionÂ
03:10 – 📉 Berkshire & Market ReflectionsÂ
06:22 – đź’ą Investment Strategies & Market InsightsÂ
11:10 – 🚀 Evaluating Growth Engines in Quality CompaniesÂ
17:02 – 🏢 Tech Giants & Capital ExpenditureÂ
26:30 – 🏦 Banking Sector & Investment RisksÂ
34:48 – ⚠️ The Risk of Overpaying for StocksÂ
36:00 – 🔄 Adapting Investment StrategiesÂ
37:57 – đź§© The Danger of Outsourcing ThinkingÂ
40:51 – 🌍 Opportunities Outside the S&P 500Â
47:24 – ✍️ Balancing Writing & Fund ManagementÂ
01:00:22 – đź”® The Future of Berkshire HathawayÂ
01:07:25 – đź‘‹ Concluding Thoughts & FarewellsÂ
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