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
