The one and only John Huber stops by The Business Brew. John runs Saber Capital Management. Bill found John through Base Hit Investing back in the day. Today you can follow John's writing at Basehitinvesting.substack.com.

Bill admires John's mental flexibility, grit, and consistency. The Business Brew is happy to feature John this week!

🧠 What You’ll Learn in This Episode 
📌 Strategic insights into value investing 
📌 How to evaluate high-quality growth companies 
📌 The risks of overpaying and the dangers of outsourcing your thinking 
📌 Thoughts on Berkshire Hathaway’s future 
📌 Portfolio management and balancing writing with fund operations 
📌 Opportunities beyond the S&P 500 

🕰️ Timestamps 
00:00 – 👤 John Huber’s Introduction 
03:10 – 📉 Berkshire & Market Reflections 
06:22 – 💹 Investment Strategies & Market Insights 
11:10 – 🚀 Evaluating Growth Engines in Quality Companies 
17:02 – 🏢 Tech Giants & Capital Expenditure 
26:30 – 🏦 Banking Sector & Investment Risks 
34:48 – ⚠️ The Risk of Overpaying for Stocks 
36:00 – 🔄 Adapting Investment Strategies 
37:57 – 🧩 The Danger of Outsourcing Thinking 
40:51 – 🌍 Opportunities Outside the S&P 500 
47:24 – ✍️ Balancing Writing & Fund Management 
01:00:22 – 🔮 The Future of Berkshire Hathaway 
01:07:25 – 👋 Concluding Thoughts & Farewells