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Media Database S substack.com John Huber

John Huber
johnhuber72

followers

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, value, value investing, value investors
Recent articles
Weekend Thoughts: Malone’s Born to Be Wired Book; Thoughts on Cable; Is CHTR Cheap?
Jun 22, 2026
basehitinvesting.substack.com
Thoughts on ROIC, Margins and Turnover; Mailbox Money and an Update on Natural Resource Partners (NRP)
May 30, 2026
basehitinvesting.substack.com
Comments - Thoughts on Market Valuations, AI, Productivity and Shortages
May 03, 2026
basehitinvesting.substack.com
Comments - Thoughts on Market Valuations, AI, Productivity and Shortages
May 03, 2026
basehitinvesting.substack.com
Thoughts on Market Valuations, AI, Productivity and Shortages
Apr 01, 2026
basehitinvesting.substack.com
AI Fear Trade, Emotional Markets, Avoiding Value Traps, and Current Opportunities
Feb 14, 2026
basehitinvesting.substack.com
Thoughts on Market Valuations, AI, Productivity and Shortages
Jan 27, 2026
basehitinvesting.substack.com
Lincoln Post: NFLX and Theaters, FCNCA Earnings
Jan 25, 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

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