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Media Database S substack.com John Huber

John Huber
johnhuber72

48418 followers

Raleigh, NC

Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumg

Publications:
substack.com
Topics
finance, fintwit, invest, investing, investors, markets, stocks, trading, value investing, value investors, video
Recent articles
Thoughts on Market Valuations, AI, Productivity and Shortages
Jan 27, 2026
basehitinvesting.substack.com
Contrarian Low-Cost Producer at a 15% FCF Yield + Excess Real Estate
Dec 29, 2025
basehitinvesting.substack.com
Oil Free Cash Flow: California and Canada vs Texas; Charlie Munger's Investment Mistake; A Producer at Half of Liquidation Value
Dec 22, 2025
basehitinvesting.substack.com
Movie Theaters Risk and Opportunities; Netflix/WBD Deal; Is Disney Cheap?
Dec 08, 2025
basehitinvesting.substack.com
Understanding ROIC on Low Growth Businesses
Dec 05, 2025
basehitinvesting.substack.com
Two Types of Bank Investments; Thoughts on Asset Sensitivity; FCNCA's Value
Oct 28, 2025
basehitinvesting.substack.com
Two Types of Bank Investments; Thoughts on Asset Sensitivity; FCNCA's Value
Oct 28, 2025
basehitinvesting.substack.com
High FCF Yield Stocks; Returns from Business Results vs P/E Ratio Expansion
Sep 15, 2025
basehitinvesting.substack.com
High FCF Yield Stocks; Returns from Business Results vs P/E Ratio Expansion
Sep 15, 2025
basehitinvesting.substack.com
Comments - Investment Evolution or Flexible Tactics?
Aug 05, 2025
basehitinvesting.substack.com

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