John Huber
Short-termism and Opportunities; Buffett’s Views on Tariffs
Thoughts on Buffett Selling Apple
Walter Schloss, Nifty Fifty, Current Market Valuations and Opportunities
Charlie Munger’s 100 Years of Wisdom
Value Briefs
John Neff, Peter Lynch, Portfolio Turnover and Growth Traps
Attributes of a Great Business and a Simple Investment Checklist
Why Didn’t the Nebraska Farmer Sell His $BRK.A Shares?
3 Engines of Value – Guest Lecture at NC State
The Superpower Of Belichick And Buffett
Building Blocks Of Innovation; Investing In A Dynamic World
Saber Capital Management: A Stock Picker’s Market
The Coffee Can Edge
Saber Capital Management: Bear Market Notes
Wells Fargo: Not All Boring Ideas Turn Out To Be Boring
Saber Capital: A Discussion On Facebook
Buffett’s Underrated Investment Attribute
Fannie Mae, Freddie Mac, Investor Sentiment And The Housing Market
China Thoughts And The Circle Of Competence
Value Briefs

