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The Security Analysis Podcast

John Huber: Base Hit Investing

May 8, 2024
John Huber, managing partner of Saber Capital Management, discusses his investment philosophy of investing in the best businesses. Topics include value investing strategies, building strong moats, opportunities in large cap stocks, and lessons from trusting in great capital allocators like Warren Buffett.
47:39

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Invest in quality businesses for long-term returns by focusing on companies with strong moats and value compounding potential.
  • Look for undervalued large cap stocks and special situations to capitalize on discounts and market inefficiencies.

Deep dives

Quality Investing Approach with Sabre Capital Management

Sabre Capital Management, led by John Huber, follows a quality investing approach. They believe in investing in the best businesses to achieve long-term returns. This strategy focuses on companies with strong moats and the ability to compound value over time. By prioritizing businesses with durable competitive advantages and sustainable growth potential, Sabre Capital aims to create wealth for its investors.

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