Saber Capital: Mental Tension And The Value Of Falling Stock Prices
Saber Capital Management’s commentary for the month of May 2022, titled, “Mental Tension and the Value of Falling Stock Prices.” … Read more
Saber Capital Management’s commentary for the month of May 2022, titled, “Mental Tension and the Value of Falling Stock Prices.” … Read more
The term “network effect” gets too often ascribed to businesses that don’t truly possess one, but a true network effect … Read more
Aaron Edelheit of Mindset Capital wrote a post about a talk he had with my friend and fellow investor Fred … Read more
What motivates me the most in business (and in other areas of life) is the continuous pursuit of self-improvement. I … Read more
Saber Capital Management’s commentary for the month of August 2019, titled, “Interest Rate Fears And The Dreaded Yield Curve and … Read more
I hope your 2019 year is off to a great start. I wanted to pass along some brief thoughts that … Read more
Below are some of my thoughts on Facebook, our most recent investment. Please reach out to me with any questions. … Read more
On a morning run a few weeks ago, I was listening to a talk by Alice Schroeder, author of the … Read more
Investors Management Corporation annual letter for the year ended December 31, 2017. Long-time readers are likely familiar with Connor Leonard, … Read more
Note: The following is a note I sent to Saber Capital Management investors. Saber manages separate accounts for clients using … Read more
In late January, I had the great experience of visiting Google in Mountain View, California, where I had the chance … Read more
Last week I had the great experience of visiting Google in the Mountain View, California, where I had the chance … Read more
I recently wrote a post about a book I really liked called America’s Bank, by Roger Lowenstein. The book talks … Read more
Roger Lowenstein wrote the first in-depth biography of Buffett in 1995 called The Making of an American Capitalist, an outstanding … Read more
Dear Investment Partner, I had the opportunity to get interviewed by SumZero, a research and investing site, and the interview … Read more