John Huber - Mental Flexibility and Trying To Win The Game

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