You may know John Huber from his excellent Base Hit Investing substack. We are long-time fans of John’s research and were delighted to have an opportunity to sit down with him for this interview.
For more than a decade, John has run Saber Capital Management. Saber manages separate accounts and a partnership modeled after the original Buffett Partnerships of the 1950s. John believes investment success comes from a combination of value principles and behavioral traits, above all patience and a long-term mindset.
Saber manages nearly all of John’s personal capital along with a majority of his family’s net worth. The names Saber and Base Hit Investing are metaphors that reference baseball and John’s broad philosophy: to make steady progress day after day, focus on continuous improvement, and emphasize value investing.
In this conversation with Tyler Howell, John delves into his process and some of the mechanics of running a small investment firm. Whether you are looking to become a better investor or learn about what it takes to run an investment partnership, you will find this interview highly relevant.
A few of our favorite Base Hit Investing posts:
- A “Royalty on the Growth of Others” at 27% FCF Yield
- Buffett’s 44% CAGR and Various Types of High Quality Investments
- Walter Schloss, Nifty Fifty, Current Market Valuations and Opportunities
- Big Tech Capex and Earnings Quality
- Thoughts on Ben Graham’s “Unpopular Large Caps”
Also, we highly recommend John’s ROIC series on the Saber website.
Members, log in below to access the restricted content.
Not a member?
Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:
About The Author: Tyler Howell
Tyler Howell is a civil engineer, private investor, and MOI Global contributor. Tyler manages civil infrastructure projects as an engineer and pursues his passion for business models and life-long learning as a value investor. He has investing and consulting experience with several types of real estate projects and manages his personal portfolio of public equities based on his study of the principles of fundamental investing. At MOI Global, Tyler contributes to strategic initiatives and in-person events with the goal of delivering value to the membership community. He holds a BS in Civil Engineering from UNC Charlotte and is a licensed Professional Engineer in the State of North Carolina.
More posts by Tyler Howell