John Huber of Saber Capital Management presented his in-depth investment thesis on Etsy (US: ETSY) at Best Ideas 2021.
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About the instructor:
John Huber is the Managing Partner and Portfolio Manager of Saber Capital Management, LLC. Saber manages Saber Investment Fund, LP, an investment partnership modeled after the original Buffett partnerships, meaning that the fund has no management fee, and only charges a performance allocation on profits that exceed a 6% compounding hurdle. We view Saber Capital as a vehicle that allows us to compound our own personal capital, and John Huber and his family have the vast majority of their own net worth invested right alongside Saber investors.