Some Comments On Saber Capital’s Investment Approach
I did an interview that was published on Forbes’ website last week. For readers who have some spare time this … Read more
I did an interview that was published on Forbes’ website last week. For readers who have some spare time this … Read more
I recently came across a letter that Buffett sent to Chuck Huggins, the CEO of See’s Candies in 1972 (thanks … Read more
“I’ve never heard an intelligent discussion about ‘cost of capital’.” – Charlie Munger I read something a few weeks back … Read more
A year ago today, I wrote a short post on a company called Tencent Holdings (TCEHY), a dominant internet company … Read more
A couple years back, I wrote a series on the topic of returns on capital (ROIC) and how significant its … Read more
I recently wrote an investor note on some thoughts I have on customer value, and why I think it’s important … Read more
Saber Capital Management investor note titled, “Most Important Moat.” The following is a note I sent to my investors. Saber … Read more
Last week I headed to Omaha to attend Berkshire Hathaway’s annual meeting. Nowadays, there is less of a reason to … Read more
I’ve heard more and more commentary/concern about the level of the overall market lately. With the market relentlessly marching to … Read more
Buffett talks a lot about the concept he calls the “institutional imperative”. In his 1989 shareholder letter, when he was … Read more
A few months ago we had an interesting post/discussion on the site where Matt Brice and I share some of … Read more
A couple months ago I read an investment write-up on a large-cap stock that is one of the most widely … Read more
I was recently reading through some old investor interviews from the excellent Graham and Doddsville newsletter from Columbia Business School, … Read more
I wrote a note to my clients last week regarding my general thoughts on the presidential election, some broader historical … Read more
I gave a talk at an investing conference in Philadelphia last week where I discussed my overall approach to investment … Read more