One contemporary value investor I’ve learned a lot from, and look forward to read, is John Huber. John is the portfolio manager of Saber Capital Management, LLC, an investment firm that employs value investing strategy with the primary goal of patiently compounding capital for the long-term. He also writes about investing at Base Hit Investing.
I had interviewed John for the May 2016 issue of our Value Investing Almanack newsletter, and he was very generous in sharing his insights from his long experience as a value investor. Last week, I came across his 2016 letter to clients of Saber Capital, and was hooked instantly.
In this letter, John has shared some of the simplest yet profound thoughts on the practice of successful value investing. Despite their profundity, these thoughts have been forgotten and often ignored by investors who have seen their attention spans and investment horizons getting shorter and shorter.
I have read John’s letter a few times ever since I came across it, and have made some notes on the subject matter he has written about. These notes won’t add much value to you as compared to the thoughts originally shared in this letter, but these are just some things I keep reminding myself. And I believe John’s letter and my notes may help you just in case you give serious thought to them and want to put them to practice.
Click here to download my note’s on John’s letter, or click on the image below…
You see, it’s important to do simple things in life and investing for, as a wise person once said, one day you’ll look back and realize they were the big things.
The above letter from John and my notes to it all point to the simple things you must do to make better investment decisions. Now it’s up to you.
Let me know your thoughts on my notes (esp. something I may have missed) in the Comments section of this post.