3 Paths to Finding Value in Stocks by John Huber

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3 Paths to Finding Value in Stocks

John Huber Brief Bio
• Founder, Portfolio Manager at Saber Capital Management, LLC
• Author of the Blog BaseHitInvesting.com, where I discuss my investing ideas
• Saber is a Registered Investment Advisor (RIA) that manages separate accounts for clients using a value investing approach
• Saber emphasizes aligned incentives (John Huber invests alongside clients)

Saber’s strategy is to make investments in high-quality, well-managed businesses at attractive prices.
Qualities I Look For:
• Businesses I Understand
• Growing Intrinsic Value (High ROIC)
• Durability (Predictable Cash Flow)
• Shareholder-friendly Management
• Margin of Safety (Value)

Three ways to locate value in stocks:
1. Information Advantage
2. Analytical Advantage (Thinking Differently)
3. Time Arbitrage

More details in http://sabercapitalmgt.com/wp-content/up...a-2016.pdf
Specuvestor: Asset - Business - Structure.
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