John Huber is the portfolio manager of Saber Capital Management, LLC, an investment firm that manages separate accounts for clients. Saber employs a value investing strategy with a primary goal of patiently compounding capital for the long-term. John also writes about investing at the blog www.basehitinvesting.com, and can be reached at email@example.com.
Vijar Kohli is the Equity Portfolio Manager of Golden Door Asset Management, a registered investment adviser. He manages public and private equity investments.
He currently lives in New Jersey and works in New York.
Visit his site at http://www.goldendoorasset.com
Seeking a portfolio balance of value and growth stocks.
Health Care: BDX, BSX, SYK, ABBV, JNJ
Consumer Staples: MO, PM, MCD
Consumer Disc: DPZ, STZ
Industrial: RTN, GLW, LMT, BA
Fintech: V, MA
Technology: FB, AMZN, GOOG, ADBE, AVGO, FNSR, SLAB, MSFT, ANET, AAOI
Holding Companies: BRK.B,
Greg Stefflre is the founder of Dylan Street Partners, LLC. Dylan Street Partners is a California Registered Investment Advisor. Dylan Street employs a fundamental value-oriented investment philosophy. Prior to founding Dylan Street, Greg Stefflre worked as a portfolio manager and an equity analyst for a Registered Investment Advisor. Greg's prior experience also includes conducting research on behalf of hedge fund clients. Prior to his transition into the investment community, Greg worked as a California licensed attorney focusing on supporting large law firms on complex litigation matters. Greg obtained an MBA from the University of Southern California Marshall School of Business, a J.D. from Loyola Law School, and a BA from the University of Southern California.
Formerly an intern at Dreman Value Management, worked alongside contrarian value investor David Dreman. Currently a Junior analyst at a hedge fund in Palm Beach, Portfolio Manager of Palm Beach Atlantic University's Investment Club. I primarily seek to identify undervalued securities that are currently unloved/unheard of/misunderstood by the market thus presenting and opportunity for the patient investor. I tend to focus on special situations / event driven / Sum-of-parts / activist plays.
I just wait until there is money lying in the corner, and all I have to do is go over there and pick it up. I do nothing in the meantime. – Jim Rogers
“If I was running $1 million today, or $10 million for that matter, I’d be fully invested. Anyone who says that size does not hurt investment performance is selling. The highest rates of return I’ve ever achieved were in the 1950s. I killed the Dow. You ought to see the numbers. But I was investing peanuts then. It’s a huge structural advantage not to have a lot of money. I think I could make you 50% a year on $1 million. No, I know I could. I guarantee that.” - Warren Buffett
The person that turns over the most rocks wins the game. And that's always been my philosophy.
- Peter Lynch