John Huber (@johnhuber72) 's Twitter Profile
John Huber

@johnhuber72

Founder, Portfolio Manager: Saber Capital Management
Notes: basehitinvesting.substack.com
Disclaimer: sabercapitalmgt.com/disclaimer

ID: 820534716

linkhttp://www.sabercapitalmgt.com calendar_today12-09-2012 23:41:02

4,4K Tweet

46,46K Followers

1,1K Following

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Visa's report shows actually an acceleration in transaction growth and even US payment volume growth in April (month to date) from March. $V

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Interesting that Buffett opposed Disney buying back shares after 9/11 despite the stock collapsing and seemingly offering good long term value:

Interesting that Buffett opposed Disney buying back shares after 9/11 despite the stock collapsing and seemingly offering good long term value:
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Even the Bass family couldn’t resist the technology boom of the late 90’s. Levered up to buy tech stocks at the peak and then were forced to sell their Disney stake that was used as collateral. And Buffett opposed Disney buying back their stock

Even the Bass family couldn’t resist the technology boom of the late 90’s. Levered up to buy tech stocks at the peak and then were forced to sell their Disney stake that was used as collateral. And Buffett opposed Disney buying back their stock
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💯 Absolutely true. The other thing we do is look back in hindsight at those old market rebounds and convince ourselves that we recognized those rallies as “real” for various reasons that don’t apply to this one. Nothing new under the sun.

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I saw Berkshire closed at a record high today. I wonder how many times Buffett has hosted the annual meeting with Berkshire's stock at its all-time high?

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The more I use ChatGPT, the more blown away I am. The conversational tone of the chat and the fact that it "remembers" things you said much earlier (& reminds you of them) is stunning (and helpful). It's like a superpower, like Iron Man when he chatted with his robotic assistant

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Our ocean freight bookings from China to US increased 35% in the first day since the trade deal. A big backlog is looming, soon the ships will be sold out.

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One of the greatest rule changes was when the NHL got rid of the two line pass violation. It created the opportunity for beautiful hockey plays like this. Go Canes!

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$SRBK is also a bank that increased the pace of buybacks in April (bought 188k shares through 5/12), normally a rarity when markets are volatile. SRBK has bought about 8% of the shares since announcing the buyback in September. Also like FCNCA, insiders have been buying.