# ![@JohnHuber72 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::820534716.png) @JohnHuber72 John Huber

John Huber posts on X about buffett, stocks, business, in the the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::820534716/interactions)
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- [--] Month [-------] +328%
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- [--] Year [---------] +59%

### Mentions: [--] [#](/creator/twitter::820534716/posts_active)
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- [--] Month [--] -22%
- [--] Months [---] +75%
- [--] Year [---] +46%

### Followers: [------] [#](/creator/twitter::820534716/followers)
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- [--] Week [------] +0.11%
- [--] Month [------] +0.29%
- [--] Months [------] +2.50%
- [--] Year [------] +5%

### CreatorRank: [-------] [#](/creator/twitter::820534716/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::820534716/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #4525 [stocks](/list/stocks)  34.65% [technology brands](/list/technology-brands)  16.54% [financial services](/list/financial-services)  3.94% [countries](/list/countries)  3.15% [cryptocurrencies](/list/cryptocurrencies)  2.36% [social networks](/list/social-networks)  1.57% [exchanges](/list/exchanges)  0.79% [fashion brands](/list/fashion-brands)  0.79%

**Social topic influence**
[buffett](/topic/buffett) 19.69%, [stocks](/topic/stocks) #257, [business](/topic/business) 14.96%, [in the](/topic/in-the) #6651, [this is](/topic/this-is) #3576, [investment](/topic/investment) 9.45%, [ai](/topic/ai) 5.51%, [warren](/topic/warren) 4.72%, [link](/topic/link) 3.94%, [company](/topic/company) 3.94%

**Top accounts mentioned or mentioned by**
[@jacksonwharf](/creator/undefined) [@thetikr](/creator/undefined) [@libertyrpf](/creator/undefined) [@compound248](/creator/undefined) [@smallcapcompass](/creator/undefined) [@cmo040958](/creator/undefined) [@natstewart5](/creator/undefined) [@cjzebra132](/creator/undefined) [@capitalobserver](/creator/undefined) [@dayumdawgg](/creator/undefined) [@firstadopter](/creator/undefined) [@thesovagroup](/creator/undefined) [@jszhang0912](/creator/undefined) [@wadhwanica](/creator/undefined) [@evfcfaddict](/creator/undefined) [@valuemaverick](/creator/undefined) [@dusk_lim](/creator/undefined) [@grok](/creator/undefined) [@brownmarubozu](/creator/undefined) [@ayusovalue](/creator/undefined)

**Top assets mentioned**
[JPMorgan Chase (JPM)](/topic/$jpm) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Apple, Inc. (AAPL)](/topic/$aapl) [DisChain (DIS)](/topic/$dis) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Fenerbahçe Token (FB)](/topic/$fb) [Moody's Corporation (MCO)](/topic/$mco) [S&P Global Inc (SPGI)](/topic/$spgi) [Microsoft Corp. (MSFT)](/topic/microsoft) [Cinemark Holdings, Inc. (CNK)](/topic/$cnk) [Netflix Inc (NFLX)](/topic/$nflx) [Shopify Inc (SHOP)](/topic/$shop) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Doug The Duck (DOUG)](/topic/$doug) [Charter Communications Inc (CHTR)](/topic/$chtr) [SR Bancorp, Inc. (SRBK)](/topic/$srbk) [Walmart, Inc. (WMT)](/topic/$wmt) [NVR, Inc. (NVR)](/topic/$nvr) [Match Group Inc (MTCH)](/topic/$mtch)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The debate on whether the SPGI/MCO ratings regulatory moat is immune to AI should not the main concern here (imo). If only a minority of your revenue (20-30%) comes from a segment that can be easily replicated with AI it could have a major impact on your business. The ratings moat can be fully intact but maybe the $20k CapIQ product (which has massive margins) is way overpriced. Im not suggesting this is my view but that is what I would be thinking about as a much greater likelihood than upsetting the ratings moat. My hunch is these companies will adapt and remain good businesses long term"  
[X Link](https://x.com/JohnHuber72/status/2021629971060371947)  2026-02-11T16:58Z 48.7K followers, 32.8K engagements


"New Post: Some thoughts on the "AI Fear Trade" along with some case studies and comments on some stocks I think offer good value in quieter corners of the market outside the headlines. The indiscriminate selling (and buying) of the last few weeks reminds me of Covid (when everything internet related was bought and everything else sold) and also of [----] when tech stocks crowded out the market for stocks like BRK and AZO which got very cheap). Large caps are still very expensive in my opinion but the knee-jerk narrative-driven selling is probably an overreaction"  
[X Link](https://x.com/JohnHuber72/status/2022325628872040821)  2026-02-13T15:02Z 48.7K followers, [----] engagements


"Link here: with thoughts on $NRP $DIS $PBI $DOUG $SLV and a few other ideas: https://basehitinvesting.substack.com/p/ai-fear-trade-emotional-markets-avoiding https://basehitinvesting.substack.com/p/ai-fear-trade-emotional-markets-avoiding"  
[X Link](https://x.com/JohnHuber72/status/2022479185105588527)  2026-02-14T01:13Z 48.7K followers, [----] engagements


"Illustration of the power of a royalty business with a nice moat: this was only a very modest growth business but it required no capital investment (similar to Sees Candies) which frees up all earnings to be paid out via dividends and buybacks. Final ingredient is low/reasonable valuation during much of those earlier days which increases the yield on the buyback. In addition to $41 of dividends over this period NATH bought back about 20% of its shares between 2003-04 and another 30% between 2009-13 Low growth + high ROIC + low valuation + good capital allocation is the formula that helped"  
[X Link](https://x.com/JohnHuber72/status/2014164837895463317)  2026-01-22T02:34Z 48.7K followers, 36.8K engagements


"First time in five years that Charter didn't lose video subscribers. Will be interesting to see if this is a blip on the radar in a longer term downtrend or if cord cutting has leveled off $CHTR"  
[X Link](https://x.com/JohnHuber72/status/2017339070645461190)  2026-01-30T20:48Z 48.7K followers, 10.6K engagements


"META plans to spend $125b on capex this year. GOOG $180b (+100% growth yoy). Capex now 40% or more of expected sales at both. Just stunning. My hunch is hyperscalers will slow down their rapid pace of capex spending sooner than the market expects. They won't be capital light but I think capex takes a big step down in a few years or less as capacity catches up to demand. Will be painful if that occurs but that might be a buying opportunity for LT investors. Stocks will be a lot cheaper FCF will be much higher and their core businesses are in most cases still dominant. The stocks will get"  
[X Link](https://x.com/JohnHuber72/status/2019209960366768569)  2026-02-05T00:42Z 48.7K followers, 39.3K engagements


"I think Google is up roughly 100% since it was downgraded for losing the AI narrative. These narrative shifts are about as wide as the stocks gaps between [--] week highs and lows. And its probably better to buy the narratives low and sell them high Melius note this AM: AI is eating these guys too "Satya Lost the AI Narrative - Downgrade Microsoft to Hold" Melius note this AM: AI is eating these guys too "Satya Lost the AI Narrative - Downgrade Microsoft to Hold""  
[X Link](https://x.com/JohnHuber72/status/2020938797480018240)  2026-02-09T19:12Z 48.7K followers, 27.3K engagements


"I think this is the #1 reason why Buffett hardly ever paid more than [--] P/E and often paid 10x or less for stocks. Getting more cash in the near term reduces the reliance on being right about the very long term which is what you need to be when paying high multiples Todd Combs on the first question Charlie Munger ever asked him https://t.co/NbGaT5ined Todd Combs on the first question Charlie Munger ever asked him https://t.co/NbGaT5ined"  
[X Link](https://x.com/JohnHuber72/status/2022483052883050628)  2026-02-14T01:28Z 48.7K followers, 178.5K engagements


"$SRBK announced a second 10% buyback finishing the first one in about [--] months. I like tracking the thrift conversions that announce buybacks as soon as they are eligible. $BVFL is another one that only took [--] months to buyback 10% of their shares before announcing a second one $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. $SRBK is also a bank that increased the pace of"  
[X Link](https://x.com/JohnHuber72/status/1943164305785889071)  2025-07-10T04:24Z 48.5K followers, 12.1K engagements


"I wrote some thoughts on the NFLX/WBD deal the impact on movie theaters and a few notes on DIS's valuation $CNK $MCS $DIS $NFLX"  
[X Link](https://x.com/JohnHuber72/status/1998029649079902576)  2025-12-08T13:59Z 48.5K followers, 11.2K engagements


"@AyusoValue Nice what [--] questions did you prompt it with"  
[X Link](https://x.com/JohnHuber72/status/2020563991852945794)  2026-02-08T18:22Z 48.4K followers, [----] engagements


"@lhamtil Agree Its an awesome business. Although you need the studio content to tie it all together. Good news is Disney+ profits are quickly growing. Would be nice to sell ESPN"  
[X Link](https://x.com/JohnHuber72/status/2020940634052239611)  2026-02-09T19:19Z 48.5K followers, [----] engagements


"@DayumDawgg I dont disagree with any of that. But thats partly why the stock is cheap. And hopefully past is past regarding the political nonsense. Parks moat is still one of the best businesses out there and Disney+ now ramping profits maybe we get to see an inflection point. Well see"  
[X Link](https://x.com/JohnHuber72/status/2021045290200072306)  2026-02-10T02:15Z 48.5K followers, [---] engagements


"They are super sophisticated and have almost always been on the cutting edge of technology. Their warehouse network and supply chain was world class very early on. But this tech prowess doesnt mean the stock is worth 45x either most efficiency gains accrue to customers in retail"  
[X Link](https://x.com/JohnHuber72/status/2021401281483465107)  2026-02-11T01:49Z 48.5K followers, [---] engagements


"@TheBroskiUSA @firstadopter Not if 50% of humans are out of work (Unless I guess the AI robots develop their own economy with their own buying power 😂) But yes this fear is way overblown. Humans will adapt and remain gainfully employed over the long run"  
[X Link](https://x.com/JohnHuber72/status/2021631351334875590)  2026-02-11T17:04Z 48.5K followers, 10.9K engagements


"Completely agree. The farming analogy is what I was thinking about last night when I read that piece. The machine would have been viewed as existential to farm workers (and it was) but they didnt imagine all the new jobs that were created for them and their fellow humans because of it. https://twitter.com/i/web/status/2021640795963502931 https://twitter.com/i/web/status/2021640795963502931"  
[X Link](https://x.com/JohnHuber72/status/2021640795963502931)  2026-02-11T17:41Z 48.5K followers, [----] engagements


"@The_Pro_Invest Yes great point. I remember when both MCO and FICO traded at 10x. How times (and narratives) have changed"  
[X Link](https://x.com/JohnHuber72/status/2021641666156015926)  2026-02-11T17:45Z 48.5K followers, [---] engagements


"I think your point on stickiness is very valid. I would be questioning whether you think pricing power will be stronger or weaker in the future. I wouldnt be totally dismissive of the threat given what I have seen Claude and others can do already in this realm. I do think these companies have a strong position. But I also think the stocks were probably a bit overvalued https://twitter.com/i/web/status/2021657247001317691 https://twitter.com/i/web/status/2021657247001317691"  
[X Link](https://x.com/JohnHuber72/status/2021657247001317691)  2026-02-11T18:47Z 48.5K followers, [---] engagements


"@JacksonWharf @firstadopter History suggests the exact opposite in 100% of previous technological revolutions"  
[X Link](https://x.com/JohnHuber72/status/2021657763735384156)  2026-02-11T18:49Z 48.5K followers, [---] engagements


"Compounders are largely more expensive these days but when a stock trades at a 20% FCF yield and is buying back shares it has the same per share compounding potential as a 20% ROIC company that reinvests all earnings. Some thoughts:"  
[X Link](https://x.com/JohnHuber72/status/1943699021467443242)  2025-07-11T15:48Z 48.7K followers, 101.2K engagements


"New post: updated thoughts on Netflix and theaters (CNK and MCS); and an earnings update on FCNCA. Analysts like precision but it can lead to overemphasizing asset sensitivity and expense growth. I think this overlooks the potential operating leverage here a few years out"  
[X Link](https://x.com/JohnHuber72/status/2015464502267937105)  2026-01-25T16:39Z 48.7K followers, [----] engagements


"Walmart trading at 3x its average (pre-2024) valuation. [--] P/E and [--] P/FCF for a business that grew less than 4% CAGR last decade. $WMT"  
[X Link](https://x.com/JohnHuber72/status/2018691242637295950)  2026-02-03T14:21Z 48.7K followers, 24.3K engagements


"I continue to think $NFLX buying WBD might lead to more content in theaters not less. Sarandos appeared in front of the senate this week and reiterated this view he gave recently: $CNK $MCS"  
[X Link](https://x.com/JohnHuber72/status/2019396482986828275)  2026-02-05T13:03Z 48.7K followers, [----] engagements


"Im referring to public stocks. He does sometimes pay up when he can control the cash flow but even with full acquisitions there have been lots of smaller deals done at 10-15x or less. I estimate the most recent deal he did (buying the chemical business from OXY) is well under 10x normalized earnings https://twitter.com/i/web/status/2022716400377159826 https://twitter.com/i/web/status/2022716400377159826"  
[X Link](https://x.com/JohnHuber72/status/2022716400377159826)  2026-02-14T16:55Z 48.7K followers, [----] engagements


"An illustration of a world class moat (with world class pricing power) $DIS https://t.co/IS1jIABJBi https://t.co/IS1jIABJBi"  
[X Link](https://x.com/JohnHuber72/status/2020936118623969635)  2026-02-09T19:01Z 48.5K followers, 14.5K engagements


"@CapitalObserver I was wondering the same thing about $NVR 😀"  
[X Link](https://x.com/JohnHuber72/status/2022479812384764321)  2026-02-14T01:15Z 48.7K followers, [----] engagements


"@stevemagness @pvtjokerus Our team did [--] mpw in the summer and early fall in HS. Obviously not the norm but I knew many others who did as well. I remember reading about Don Sage doing [---] mpw and that always inspired me to want to do more at the time"  
[X Link](https://x.com/JohnHuber72/status/2022878345654899066)  2026-02-15T03:39Z 48.7K followers, [---] engagements


"New Post: The Behavior of Stock Market Manias: (a quasi book review on Bull which I thought was a good read) http://basehitinvesting.com/the-behavior-of-stock-market-manias/ http://basehitinvesting.com/the-behavior-of-stock-market-manias/"  
[X Link](https://x.com/JohnHuber72/status/844716894368256000)  2017-03-23T01:06Z 45.8K followers, [--] engagements


"Like the Belmont Stakes in [----] there's Secretariat and then a bunch of other horses that no one remembers $AMZN"  
[X Link](https://x.com/JohnHuber72/status/847644539489628160)  2017-03-31T02:59Z 45.8K followers, [--] engagements


"Great point by @TheSovaGroup: willingness to "kill" your business: Some comments on $MTCH https://bhimembers.com/2017/04/13/swiper-no-swiping-dora-fans-unite/ https://bhimembers.com/2017/04/13/swiper-no-swiping-dora-fans-unite/"  
[X Link](https://x.com/JohnHuber72/status/852889380591210497)  2017-04-14T14:20Z 46.5K followers, [--] engagements


"$ULTA has executed so well. Stock is up 10x in [--] yrs even if you bought top in [--]. What $2b company has potential to be $20b in [--] yrs"  
[X Link](https://x.com/JohnHuber72/status/868159025522909184)  2017-05-26T17:36Z 45.8K followers, [--] engagements


"Alibaba Tencent in market-shaping music-streaming collaboration $BABA $TCHEY http://sc.mp/ZKaq7v http://sc.mp/ZKaq7v"  
[X Link](https://x.com/JohnHuber72/status/907654139534077954)  2017-09-12T17:16Z 45.8K followers, [--] engagements


"Interesting article on the hotel ecosystem: h/t @AndrewRangeley $PCLN $EXPE https://skift.com/2018/01/23/why-expedia-or-priceline-might-just-be-the-next-great-hotel-brand/ https://skift.com/2018/01/23/why-expedia-or-priceline-might-just-be-the-next-great-hotel-brand/"  
[X Link](https://x.com/JohnHuber72/status/961298753553616896)  2018-02-07T18:00Z 45.8K followers, [--] engagements


"I had the chance to visit Markel and talk about a couple recent investments. I wrote about that discussion and a few other thoughts: $MKL $FB $GOOG http://basehitinvesting.com/discussion-at-markel/ http://basehitinvesting.com/discussion-at-markel/"  
[X Link](https://x.com/JohnHuber72/status/991699354351230977)  2018-05-02T15:22Z 45.8K followers, [---] engagements


"WeWork is profitable because it doesn't have any operating expenses (excluding all of their operating expenses):"  
[X Link](https://x.com/JohnHuber72/status/1007373551542984704)  2018-06-14T21:25Z 48.6K followers, [---] engagements


"Facebook is a lightning rod right now and the negative sentiment is extreme but I think the stock is really undervalued. I wrote a note to my investors this week with some thoughts: $FB http://sabercapitalmgt.com/wp-content/uploads/2018/12/Facebook-is-Undervalued-2018-11-30.pdf http://sabercapitalmgt.com/wp-content/uploads/2018/12/Facebook-is-Undervalued-2018-11-30.pdf"  
[X Link](https://x.com/JohnHuber72/status/1070358023120531456)  2018-12-05T16:43Z 48.6K followers, [---] engagements


"Wells Fargo got Fed approval to buy back $23.1 billion over the coming [--] months which is 11% of its shares at current price. Including the 4.3% dividend it's a 15% total "yield" at the current price. All of the big four banks have double digit total yields: $WFC $BAC $C $JPM"  
[X Link](https://x.com/JohnHuber72/status/1145781980132511745)  2019-07-01T19:51Z 48.7K followers, [---] engagements


"One of Buffett's most underrated skills is independent thought. He follows his common sense principles but avoids the dogma that often plagues many investors. Great businesses make best investments but he bought oil futures silver & bet on interest rates when odds made sense"  
[X Link](https://x.com/JohnHuber72/status/1151849280275136512)  2019-07-18T13:40Z 48.7K followers, [---] engagements


"Much emphasis goes into finding hidden bargains when some of the best bargains in some of the best companies are hiding in plain sight. Liquidity does not mean efficiently priced & fair values don't move by 50% (or $300 billion) in a few months. Large caps can get very mispriced"  
[X Link](https://x.com/JohnHuber72/status/1182720647442653190)  2019-10-11T18:12Z 48.6K followers, [---] engagements


"Such a simple concept when analyzing companies: is the business profitable If not why not The best companies are profitable very early with very few exceptions. Scale is often a buzzword. Be a little wary of unprofitable firms that reference the exceptions to raise funds"  
[X Link](https://x.com/JohnHuber72/status/1204429207004160000)  2019-12-10T15:54Z 48.7K followers, [---] engagements


"This is such great advice from Munger when it comes to portfolio management. Everyone's trying to be smarter search deeper and solve the most complex problems which makes those areas very competitive places to play. Just avoiding difficult things is so simple but not easy"  
[X Link](https://x.com/JohnHuber72/status/1207346166993694720)  2019-12-18T17:05Z 48.7K followers, [---] engagements


"New Post: Warren Buffett [----] Email Exchange on Microsoft Saber Capital Management $MSFT $FB $GOOG http://sabercapitalmgt.com/warren-buffett-1997-email-exchange-on-microsoft/ http://sabercapitalmgt.com/warren-buffett-1997-email-exchange-on-microsoft/"  
[X Link](https://x.com/JohnHuber72/status/1207637925892173825)  2019-12-19T12:24Z 48.7K followers, [---] engagements


"I'm not sure it was Warren or Todd/Ted who sold DAL/LUV but I do think one of the most underrated qualities of WEB's investment prowess is his ability to change is mind when he realizes the situation has changed"  
[X Link](https://x.com/JohnHuber72/status/1246265199331553282)  2020-04-04T02:35Z 48.7K followers, [---] engagements


"In the Panic of [----] our economy plunged. Steel output -60% iron -55% imports -26% unemployment soared doors closed rent wasn't paid. Economic output cratered for [--] months. GDP down 10% in [----] but had quarters down 25%. Yet stocks rose 44% in [----]. https://www.jstor.org/stable/pdf/1882797.pdf https://www.jstor.org/stable/pdf/1882797.pdf"  
[X Link](https://x.com/JohnHuber72/status/1259135839914917888)  2020-05-09T14:59Z 48.7K followers, [---] engagements


"A lot of air time being given to Berkshire's investment in $GOLD but it's less than 0.2% of BRK's equity capital; worth about $0.23 per B share. AAPL is worth $47 per B share. A 1% daily change in AAPL's stock price is worth more than double the entire $GOLD investment"  
[X Link](https://x.com/JohnHuber72/status/1294721038157336578)  2020-08-15T19:42Z 48.7K followers, [---] engagements


"1/ Best thing I've read this week: Post by @packyM on how "API companies" are building out moats by providing critical functions that their customers can't (nor want to) replicate at the same level of cost or quality h/t @thesovagroup https://notboring.substack.com/p/apis-all-the-way-down-audio https://notboring.substack.com/p/apis-all-the-way-down-audio"  
[X Link](https://x.com/JohnHuber72/status/1336734448340054018)  2020-12-09T18:08Z 48.7K followers, [---] engagements


"Some thoughts on mean reversion and the Power Law; Four reasons why certain companies' size and profitability seem to defy capitalism's law of gravity: https://sabercapitalmgt.com/end-of-mean-reversion/ https://sabercapitalmgt.com/end-of-mean-reversion/"  
[X Link](https://x.com/JohnHuber72/status/1346171844529967104)  2021-01-04T19:09Z 48.7K followers, [---] engagements


"I talked with the Columbia Business School students for the latest edition of Graham and Doddsville Newsletter. We discussed Saber's investment approach as well as our investment in $ETSY. Thanks to CBS for having me Enjoyed the conversation. https://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%26%20Doddsville_Issue%2041_v15.pdf https://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files/Graham%20%26%20Doddsville_Issue%2041_v15.pdf"  
[X Link](https://x.com/JohnHuber72/status/1362412133452046347)  2021-02-18T14:42Z 48.7K followers, [---] engagements


"This is a great point. I created a faux Shopify business last year just to get to know their products better and the first thing they emailed me was a mini-course on how to advertise on Facebook and Instagram. SHOP is an incredible business but it's also a farm team for FB"  
[X Link](https://x.com/JohnHuber72/status/1365514379882622976)  2021-02-27T04:09Z 48.7K followers, [---] engagements


"A great description of how big the opportunity cost of time is; and how important it is to avoid distractions and get in that extra hour of deep work day after day. Doesn't seem too important on any given day but it compounds. via @andy_matuschak https://notes.andymatuschak.org/z4SDCZQeRo4xFEQ8H4qrSqd68ucpgE6LU155CstackedNotes=z6bci25mVUBNFdVWSrQNKr6u7AZ1jFzfTVbMF&stackedNotes=z6UDDkom8Aifg6mLdjT1sPtbMBweCmpyTwmJT https://notes.andymatuschak.org/z4SDCZQeRo4xFEQ8H4qrSqd68ucpgE6LU155CstackedNotes=z6bci25mVUBNFdVWSrQNKr6u7AZ1jFzfTVbMF&stackedNotes=z6UDDkom8Aifg6mLdjT1sPtbMBweCmpyTwmJT"  
[X Link](https://x.com/JohnHuber72/status/1371077738338091008)  2021-03-14T12:36Z 48.7K followers, [---] engagements


"$PINS Head of Engineering explaining why it's so hard to consider leaving off the cloud even when they're sending $300 million/yr to AWS (paywall) https://www.theinformation.com/articles/how-pinterest-learned-to-control-cloud-costs https://www.theinformation.com/articles/how-pinterest-learned-to-control-cloud-costs"  
[X Link](https://x.com/JohnHuber72/status/1430146520041639937)  2021-08-24T12:34Z 48.7K followers, [---] engagements


"$GOOG showing off their operating leverage that has always existed but was often hidden. Expenses flattish + gross profits growing at a fast clip has created a lot of value. Result is ROIC at decade highs. h/t @theTIKR"  
[X Link](https://x.com/anyuser/status/1454435677224030217)  2021-10-30T13:11Z 48.6K followers, [---] engagements


"$AAPL has returned 6x since 2016: 3x was from multiple expansion 1.6x from earnings growth and 1.3x from buybacks (AAPL reduced shares by 25% since '16). Biggest factor was multiple but buybacks are a big tailwind. What are your favorite share-eating companies"  
[X Link](https://x.com/anyuser/status/1461324977660116993)  2021-11-18T13:26Z 48.6K followers, [---] engagements


"$FB's EV to gross profits is 9x. Hard pressed to find a business with 80% gross margins that continues to grow at double digit rates that is cheaper (I like how @theTIKR added EV/GP to their historical charts; a metric I like to track across Saber's watchlist)"  
[X Link](https://x.com/JohnHuber72/status/1468247853374001159)  2021-12-07T15:55Z 48.7K followers, [---] engagements


"I don't think I've ever observed a large cap stock rise by 70% in a year while the earnings multiple actually contracted: $GOOG"  
[X Link](https://x.com/anyuser/status/1470218584588791814)  2021-12-13T02:26Z 48.6K followers, [---] engagements


"I like the Nick Sleep chapter in Richer Wiser Happier. Interesting to read about his evolution from a (very successful) bargain hunter to an extreme focus on quality and a select few types of business models (specifically those w/ cost advantages that get shared with customers)"  
[X Link](https://x.com/anyuser/status/1491477836737265670)  2022-02-09T18:23Z 48.6K followers, [---] engagements


"Since the start of the pandemic [--] years ago $BRK.B has now significantly outperformed $ZM $SHOP and a number of other Covid winners. Just amazing when you think about it. It's a real life tortoise vs hare result"  
[X Link](https://x.com/anyuser/status/1499848554868785157)  2022-03-04T20:45Z 48.6K followers, [---] engagements


"$GOOG's EV/EBIT (17x) is a [--] year low; (not a comparable but just an interesting observation: $PG's 22x is basically at a [--] year high):"  
[X Link](https://x.com/JohnHuber72/status/1521201924325978112)  2022-05-02T18:56Z 48.6K followers, [---] engagements


"If you have a business that doesnt take any capital Buffett describes why capex light businesses are naturally hedged against inflation. I think this is partly why he was buying a basket of ad agency stocks in the 1970s. https://www.cnbc.com/video/2022/04/30/inflation-swindles-almost-everybody-says-warren-buffett.html https://www.cnbc.com/video/2022/04/30/inflation-swindles-almost-everybody-says-warren-buffett.html"  
[X Link](https://x.com/JohnHuber72/status/1525423537456041984)  2022-05-14T10:31Z 48.7K followers, [---] engagements


"A concept that Buffett beautifully articulates is if you are a net buyer of stocks you should want them to fall not rise. I love the simplicity but also the dissonance here because individual investors who earn more than they spend and internalize this mindset gain a huge edge"  
[X Link](https://x.com/JohnHuber72/status/1529213322679455744)  2022-05-24T21:30Z 48.7K followers, [----] engagements


"Charlie says he's never heard an intelligent discussion on cost of capital and while we may not know precisely what it is the 10-Q reminds me each quarter that it is very very low at Berkshire. $BRK.B"  
[X Link](https://x.com/anyuser/status/1557115878252093440)  2022-08-09T21:25Z 48.6K followers, [---] engagements


"Impressive: Dimon has never sold a share of $JPM"  
[X Link](https://x.com/JohnHuber72/status/1558993350652731393)  2022-08-15T01:45Z 48.7K followers, [---] engagements


"Higher margins aren't ideal if a higher ROIC could be achieved with lower margin. What matters is return on incremental capital. Gross margin isn't most important; it's gross profit dollars earned on each dollar invested. I like this thinking and the example from $HD"  
[X Link](https://x.com/JohnHuber72/status/1560818290058006529)  2022-08-20T02:37Z 48.6K followers, [----] engagements


"Yet again it's amazing (but not surprising) how right Buffett/Munger were. What I noticed from their comments over the past couple years is they saw the incentive problems greed fraud the greater fool game without knowing the intricacies. But the former is all that mattered That time Warren Buffett NAILED crypto cons: It draws in a lot of CHARLATANSwho are trying to create various sorts of EXCHANGES where people who are of less-than-stellar characterCLIP PEOPLE who are trying to get rich because their neighbors getting rich. @SBF_FTX to a T https://t.co/Ts4yXFx31N That time Warren Buffett"  
[X Link](https://x.com/JohnHuber72/status/1591620857796988929)  2022-11-13T02:35Z 48.6K followers, [---] engagements


"The filter Combs described he & Buffett using is is one of the most elegant "screeners" I've seen. Really gets you thinking about durability. Can't replicate confidence interval but I attempted it using @theTIKR: 5%/yr growth 2005-2019 & [--] P/E. Very few make that cut This is one of the best "screens" I have seen for Buffett-type stock ideas What stocks (if any) are going to be: 15x EPS next year 90% sure to have higher EPS in [--] years 50/50 chance of compounding at 7% a year Name some stocks that fit this screen https://t.co/hZkqkWdX6X This is one of the best "screens" I have seen for"  
[X Link](https://x.com/JohnHuber72/status/1611143230858428418)  2023-01-05T23:30Z 48.7K followers, 149.8K engagements


"@HML_Compounder @KYRRadio Its adding an extra payment each year. Bi-weekly would be [--] half payments a year or [--] full mortgage payments instead of [--]. You could also accomplish a similar outcome by just adding 1/12th principal to every payment each month"  
[X Link](https://x.com/JohnHuber72/status/1640088660967145474)  2023-03-26T20:29Z 48.7K followers, 189.8K engagements


"A common theme of Buffetts investments (esp recently) is high FCF yields accompanied by buybacks and dividends. Seems to prefer buybacks/divs vs reinvestment cos; I wonder if it is b/c he likes certainty. He knows hes going to get the 14% FCF yield here https://www.cnbc.com/2023/04/12/warren-buffett-why-he-bought-5-japanese-trading-houses.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2023/04/12/warren-buffett-why-he-bought-5-japanese-trading-houses.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"  
[X Link](https://x.com/JohnHuber72/status/1646142976765095939)  2023-04-12T13:27Z 48.7K followers, 110.9K engagements


"One of my favorite parts of BRK meeting is the Buffett & Munger side references to little investments they made decades ago (Belridge Oil Duck Club etc) Latest: Munger reveals he gets $70000/yr oil royalties from a [----] investment WB: What did you pay for that CM: $1000 😂"  
[X Link](https://x.com/JohnHuber72/status/1656347934210785293)  2023-05-10T17:18Z 48.7K followers, 90.7K engagements


"Wow what a difference [--] years makes. $AAPL and Oil were in the too hard pile and now they are his two largest positions Great lessons: learning never stops; and be open to changing your mind (h/t a good friend for pointing this clip out to me)"  
[X Link](https://x.com/anyuser/status/1671371291876552705)  2023-06-21T04:15Z 48.6K followers, 44.8K engagements


"Each quarter JPM earns terrific ROE and NII growth and every quarter they come up with a litany of reasons why they wont earn those returns going forward. Somewhat reminds me of Thiels classic Monopolies are always telling you why they arent monopolies"  
[X Link](https://x.com/JohnHuber72/status/1679838830118019074)  2023-07-14T13:02Z 48.7K followers, 34.7K engagements


"Buffett invested in [--] Japanese stocks in [----]. That initial basket investment is up over 3x in [--] years a 44% CAGR on that initial purchase. Some thoughts from my @JournalyticApp entry today Might publish these later:"  
[X Link](https://x.com/JohnHuber72/status/1683863244203515910)  2023-07-25T15:34Z 48.7K followers, 143.9K engagements


"This is a really interesting idea that Einhorn has been talking about recently. I've noticed many companies (what I'd call stealth high quality; Japan is one of numerous examples) where the stocks are so cheap and there is just "no one home" as a friend likes to say. What's great about these is the capital returns can provide tremendous CAGR's on their own. Takes a little digging but there are such things at [--] P/E's 25% dividend yields and other extreme values; and some of them have very high quality economics. @dirtcheapstocks @dsmoak98 and @natstewart5 are a few of the best at finding such"  
[X Link](https://x.com/JohnHuber72/status/1689824666964144128)  2023-08-11T02:22Z 48.7K followers, 367.9K engagements


"To demonstrate the huge productivity gains in the US Buffett often cites how 80% of the countrys population worked in farming before the Industrial Revolution vs just 3% now. He should just show this video next time h/t @DynamicMoats (Side note: the stat above + this video should calm the fears regarding long term impact of AI on jobs; productivity gains have always led to higher standard of living and more demand for labor not less) An amazing automation process in agriculture https://t.co/YOcFpv8uzX An amazing automation process in agriculture https://t.co/YOcFpv8uzX"  
[X Link](https://x.com/JohnHuber72/status/1693105554388873694)  2023-08-20T03:39Z 48.7K followers, 93.7K engagements


"Great chart. Buffett talks a lot how Munger taught him to pay up for great businesses but I think his definition for paying up is much lower than most. He hardly ever pays over [--] P/E; he thought 14-16 P/E for Coke was paying up; most of his stocks even today are closer to 10x @valuedontlie Heres a list of pretax multiples Buffett has paid for his biggest buys Precision Cast Parts 👀 https://t.co/LP5I7K8U9K @valuedontlie Heres a list of pretax multiples Buffett has paid for his biggest buys Precision Cast Parts 👀 https://t.co/LP5I7K8U9K"  
[X Link](https://x.com/JohnHuber72/status/1704452049914478653)  2023-09-20T11:06Z 48.7K followers, 142.5K engagements


"@TrungTPhan He used the phrase Bayesian priors twice for good measure just to leave no doubt in peoples mind that hes smart 😂"  
[X Link](https://x.com/JohnHuber72/status/1710395364170178804)  2023-10-06T20:43Z 48.7K followers, 30.5K engagements


"Looking at some of Buffett's past stock investments to see what he paid (rarely more than [--] P/E almost never more than 15) Came across this Fortune piece on Freddie Mac I hadn't seen before. WB paid under [--] P/E and liked that growth & P/E expansion were both likely tailwinds"  
[X Link](https://x.com/JohnHuber72/status/1714833705632518181)  2023-10-19T02:39Z 48.7K followers, 55.2K engagements


"Klarman is generally bearish on stocks and Lynch generally bullish and whats interesting is their current view has largely been their view for the past [--] years. Klarman almost always negative on market and Lynch positive; yet both had success in stocks despite opposite macro views h/t @Greenbackd and @JRogrow Seth Klarman and Peter Lynch on todays stock market environment (thanks @JRogrow for the link) https://t.co/iA71NWgpFW Seth Klarman and Peter Lynch on todays stock market environment (thanks @JRogrow for the link) https://t.co/iA71NWgpFW"  
[X Link](https://x.com/JohnHuber72/status/1718715063035457664)  2023-10-29T19:42Z 48.7K followers, 116.2K engagements


"Buffett prioritizes capital returns (buybacks and dividends) with his stocks. He passes on most reinvestment/growth engines in favor of the buyback engines. In this case he cites two things that are common with so many of his stocks: 1) low P/E 2) clearly defined capital policy 2004: Why did Buffett invest in PetroChina https://t.co/Pgi7m63pwA 2004: Why did Buffett invest in PetroChina https://t.co/Pgi7m63pwA"  
[X Link](https://x.com/JohnHuber72/status/1722287306382409939)  2023-11-08T16:17Z 48.7K followers, 78.2K engagements


"One of my favorites among the many Charlie Munger pearls of wisdom. Be the Best Plumber in Bemidji:"  
[X Link](https://x.com/JohnHuber72/status/1732807693688045629)  2023-12-07T17:02Z 48.6K followers, 40.5K engagements


"Turtle Creek is a really interesting counterpoint to the let your winners run concept. In theory I think what they do makes complete sense (portfolio rebalancing based on value; trim what got more expensive to buy more of whats cheaper); but in practice Ive rarely seen this done successfully. Walter Schloss John Neff and Peter Cundhill come to mind as investors who ran adequately diversified portfolios and tended to rebalance based on value. I love investors that invest differently than the norm that have incredible track records. [--] years at 20% compounded. "We are continuously optimizing"  
[X Link](https://x.com/JohnHuber72/status/1757239155346612662)  2024-02-13T03:03Z 48.7K followers, 172.5K engagements


"Interesting data: we know most returns in near term are changes in valuation but this shows how important starting valuation is even with a period as long as [--] years. Makes sense as P/E that doubles in [--] years is a 7% per year tailwind; P/E that halves is a 7% per yr headwind Below Alliance Bernstein shows that 80% of all ten-baggers were profitable and traded at a NTM P/E of 14-17x. Now Bank of America showing that 80% of a stocks long-term return is driven by the STARTING (GOING IN) valuation. Buffett knows this and pays less than 15x forward. https://t.co/SNOY4cn1WU Below Alliance"  
[X Link](https://x.com/JohnHuber72/status/1757776642905145728)  2024-02-14T14:39Z 48.7K followers, 46.3K engagements


"$GOOG demonstrating the profitability potential of their core business with even just modest cost discipline: Google Services operating margin of 40% with a whopping 74% incremental profit margin in Q1"  
[X Link](https://x.com/JohnHuber72/status/1783630644582457597)  2024-04-25T22:54Z 48.7K followers, 31.1K engagements


"0 to 500m in his personal account 👀 (his salary was $100k with no options). Theres a quote in Lowensteins book where someone in the 70s said something like: he made so much money so fast in his PA it was unbelievable. Special situations extreme mispriced even commodities Warren Buffett went from $0 to $500MM in [--] years. This is excluding Berkshire. He did it with basically zero contributions. It was stuff like: Delta Duck Club Bayuk Cigars (@turtlebay_io had a great piece on this) Mid-Continent Tab Card Korean stocks Wish I knew them all. Warren Buffett went from $0 to $500MM in [--] years."  
[X Link](https://x.com/JohnHuber72/status/1800992424208069035)  2024-06-12T20:43Z 48.7K followers, 52.8K engagements


"Pretty amazing. What would you rather own for roughly the same purchase price The entire UK stock market or all of NVDA How about the entire energy industry or all of NVDA Which of these three will produce more free cash flow for you in perpetuity h/t @ValueSituations"  
[X Link](https://x.com/JohnHuber72/status/1808962588157305276)  2024-07-04T20:34Z 48.7K followers, 37.2K engagements


"Wrote some thoughts on the general market conditions and the types of opportunities it might be creating over the next decade"  
[X Link](https://x.com/JohnHuber72/status/1811737260968079406)  2024-07-12T12:19Z 48.7K followers, 53.7K engagements


"There are probably only [--] stocks in the US that Berkshire can buy that will make a difference: - $600b portfolio; 5% position = $30b - This limits his universe to $300b market caps at 10% ownership - There are only [--] stocks in the US this size - If we go to 20% ownership that opens it up to an additional [--] or so; but it's difficult to buy that much and this is only for a 5% portfolio position - I estimate there are likely only 30-40 stocks in the US he can buy to build a 5% position and a much smaller handful to get a 10% position (his preferred level of size); - So his universe is 30-40"  
[X Link](https://x.com/JohnHuber72/status/1820481240992026656)  2024-08-05T15:25Z 48.7K followers, 238.3K engagements


"$NKE is an example of how even a great company can be a risky investment at a certain price. It's a great brand but even after a 60% drop it's around 20x for a business that grew top line 6% last [--] years. Might turn out to be a good stock but Nike is example (however unlikely) of the possible risks that I see in a number of the world's best companies when paying today's high prices. "Fish where the fish are" - Charlie Munger 10-years ago the fish were in a different spot (large cap quality growth stocks). Today there might still be a few fish left here and there but that hole has largely"  
[X Link](https://x.com/JohnHuber72/status/1890136801844633970)  2025-02-13T20:31Z 48.7K followers, 76.6K engagements


"I love reading Buffett's letter but I think most investors would learn much more reading the 10-k than the investor letter. So much emphasis on Buffett's letter but I see little discussion of the annual report itself which contains such great data on so much of the economy"  
[X Link](https://x.com/JohnHuber72/status/1894076112390455303)  2025-02-24T17:25Z 48.7K followers, 24.2K engagements


"Very interesting to reread this Buffett piece from [--] decades ago. Actually wild Buffett wrote this. https://t.co/mTBDaCRTK3 https://t.co/GH5WdhfFO1 Actually wild Buffett wrote this. https://t.co/mTBDaCRTK3 https://t.co/GH5WdhfFO1"  
[X Link](https://x.com/JohnHuber72/status/1908206229509333229)  2025-04-04T17:13Z 48.7K followers, 47.5K engagements


"New post with some more comments on portfolio strategy current opportunities and the importance of being flexible I may have called it an evolution but its really not. Its simply based on where value opportunities are. [--] years ago compounders were largely cheap; now they are largely expensive. One day theyll be cheap again. For now best value is elsewhere. I think this game requires I may have called it an evolution but its really not. Its simply based on where value opportunities are. [--] years ago compounders were largely cheap; now they are largely expensive. One day theyll be cheap again."  
[X Link](https://x.com/JohnHuber72/status/1930262253082751482)  2025-06-04T13:55Z 48.6K followers, 33.6K engagements


"Another example of how bargains often hide in plain sight even among the largest stocks in the market (i.e. even large caps can get mispriced). $JPM is knocking on the door of a 3x in [--] years:"  
[X Link](https://x.com/anyuser/status/1940535095108292622)  2025-07-02T22:16Z 48.6K followers, 43.9K engagements


"Big tech capex exploding Oracle needs to invest billions Open AI will need to raise billions to fulfill that contract and others chip makers raising huge sums countless others will be entering the competition; the next 5-10 years will be a great case study on capital cycle theory (from Apollo's Daily Spark email)"  
[X Link](https://x.com/JohnHuber72/status/1968694492363444315)  2025-09-18T15:11Z 48.7K followers, 80K engagements


"Back in June I did a presentation on Tencent for @manualofideas. Here are my slides on $TCEHY: http://basehitinvesting.com/one-of-the-worlds-widest-moats/ http://basehitinvesting.com/one-of-the-worlds-widest-moats/"  
[X Link](https://x.com/JohnHuber72/status/897827759510237185)  2017-08-16T14:29Z 48.6K followers, [---] engagements


"One of the best interviews with Munger that Ive seen in a while. Really interesting to hear his perspective from his early days in business and his experiences running his partnership. https://youtu.be/S9HgIGzOENA https://youtu.be/S9HgIGzOENA"  
[X Link](https://x.com/JohnHuber72/status/944252044147412998)  2017-12-22T17:03Z 48.6K followers, [---] engagements


"I just reread these posts that I wrote [--] years ago and I glanced at my old watchlist. The stocks that looked like really cheap statistical bargains had mediocre returns and the compounders that looked expensive were actually bargains. The ROIC really is key over time. High ROIC always wins in the end given a long enough time horizon 💸 The importance of ROIC a couple of splendid articles va @JohnHuber72 - Part 1: https://t.co/DcWULoO3kk - Part 2: https://t.co/OwYR0lZe8H #ValueInvesting #ROIC https://t.co/WpgVXSPu1R High ROIC always wins in the end given a long enough time horizon 💸 The"  
[X Link](https://x.com/JohnHuber72/status/1032639695472209920)  2018-08-23T14:44Z 48.7K followers, [---] engagements


"Hes called Canadas Warren Buffett. His investment approach seems more focused on stitching together businesses when he could buy them on the cheap: I didnt know what goodwill was for a long time. https://www.bloomberg.com/news/features/2018-12-21/-canada-s-warren-buffett-jim-pattison-drives-own-pickup-truck https://www.bloomberg.com/news/features/2018-12-21/-canada-s-warren-buffett-jim-pattison-drives-own-pickup-truck"  
[X Link](https://x.com/JohnHuber72/status/1076662420310028291)  2018-12-23T02:14Z 48.7K followers, [---] engagements


"S&P is now down 20%. Who knows what the economy (or the market) does next year but if you view stocks as businesses this is one of those times that comes along once in a while where its great to be buying. Lots of value out there. Fun times at the office now. Merry Christmas"  
[X Link](https://x.com/JohnHuber72/status/1077274551719989248)  2018-12-24T18:47Z 48.7K followers, [---] engagements


"On investment ideas the only thing that matters is the quality of the idea not the novelty. In many areas of life there is a direct link between originality and quality but in investing the two have a random relationship"  
[X Link](https://x.com/JohnHuber72/status/1230145795388846080)  2020-02-19T15:03Z 48.7K followers, [---] engagements


"It's a great point; counterintuitive in a way but true. ROIC's are surprisingly persistent. Good businesses tend to keep being good. FT piece mentioned Nick Sleep's COST & AMZN buys in [----]. As a smart investor told me; keeping it is more impressive than the original purchase Let your winners run cc Claude Shannon https://t.co/j1BV5PHA1x Let your winners run cc Claude Shannon https://t.co/j1BV5PHA1x"  
[X Link](https://x.com/JohnHuber72/status/1294362025594949632)  2020-08-14T19:55Z 48.7K followers, [---] engagements


"23 years ago today Jeff Raikes wrote an email to Warren Buffett with a succinct pitch on why MSFT would create so much value. The best businesses earn high high returns on the capital that someone else invested. I wrote a post on this idea last year: http://sabercapitalmgt.com/warren-buffett-1997-email-exchange-on-microsoft/ http://sabercapitalmgt.com/warren-buffett-1997-email-exchange-on-microsoft/"  
[X Link](https://x.com/JohnHuber72/status/1295449014826160128)  2020-08-17T19:54Z 48.7K followers, [---] engagements


"Probably the coolest chart I've seen in [----]. This is why Buffett says betting against America is a sucker's bet. So many hardships but also so much resourcefulness and resilience in the past [--] months. This is the most bullish chart in the world. New business formations https://t.co/oZaIC92uk8 This is the most bullish chart in the world. New business formations https://t.co/oZaIC92uk8"  
[X Link](https://x.com/JohnHuber72/status/1317640463508250624)  2020-10-18T01:35Z 48.7K followers, [---] engagements


"$FB keeps building their moat. The quality of the human capital at that company is remarkable and management continues to impress despite the constant burden of being scapegoated by both sides of the political arena. Zuckerberg really is one of the great CEOs Starting today people across India will be able to send money through WhatsApp 💸 This secure payments experience makes transferring money just as easy as sending a message. https://t.co/bM1hMEB7sb Starting today people across India will be able to send money through WhatsApp 💸 This secure payments experience makes transferring money"  
[X Link](https://x.com/JohnHuber72/status/1324536153643585537)  2020-11-06T02:16Z 48.7K followers, [---] engagements


"From my non-genius viewpoint I'd say this is spot on. I've also found practicing patience & playing the long game is the best approach for most of life's challenging/rewarding endeavors: marriage kids exercise running a business & of course investing. Merry Christmas to all Starting to think that what looks like genius is often just patience and long time horizons. Starting to think that what looks like genius is often just patience and long time horizons"  
[X Link](https://x.com/JohnHuber72/status/1342326593566420992)  2020-12-25T04:29Z 48.7K followers, [---] engagements


"I actually think the boom in SPACs is going to be a great thing for public market investors. All this new supply of stock will be a problem in the next downturn but then there will be opportunities to invest in a variety of quality companies that wouldnt otherwise be public yet"  
[X Link](https://x.com/JohnHuber72/status/1360225792727334915)  2021-02-12T13:54Z 48.7K followers, [---] engagements


"One of the coolest pictures of all time: Everyone in the world except Michael Collins. Shows Neil Armstrong and Buzz Aldrin descending in the Lunar Module with every other human (past and present) somewhere inside the frame of the photo. What a moment. h/t @LibertyRPF"  
[X Link](https://x.com/JohnHuber72/status/1393406069813260289)  2021-05-15T03:21Z 48.7K followers, [---] engagements


"Like FANG $MA $V $SPGI $MCO have been perennial bargains in plain sight. Pretty amazing. 28% CAGR over [--] years and as @LibertyRPF points out in his latest newsletter this isn't cherry picking an entry point. Could have invested at many different periods & had similar results"  
[X Link](https://x.com/JohnHuber72/status/1417164537468444672)  2021-07-19T16:48Z 48.7K followers, [---] engagements


"Terry Smith's letter is one of my favorites. Simple common sense way of allocating capital. If you're a long term investor it's important to keep in mind that as long as you follow his rule #2 (Don't overpay) the portfolio will return what the businesses return over time"  
[X Link](https://x.com/JohnHuber72/status/1481978013633949699)  2022-01-14T13:14Z 48.7K followers, [---] engagements


"Jamie Dimon is really on his A-game for this morning's $JPM call. "I wish I could take this company private and just own the whole thing" 😂 One of the few earnings calls I'd rather listen to than read"  
[X Link](https://x.com/JohnHuber72/status/1482004097842753538)  2022-01-14T14:58Z 48.7K followers, [---] engagements


"$AMZN Logistics market share (h/t @LibertyRPF)"  
[X Link](https://x.com/JohnHuber72/status/1534540099924463616)  2022-06-08T14:17Z 48.7K followers, [---] engagements


"I remember when Buffett described big tech companies as great because they needed no capital to grow. This was true for a while but it would be interesting to get his updated views as BRK (and others usually thought of as capex heavy) are now capital lighter by comparison"  
[X Link](https://x.com/JohnHuber72/status/1625910659337662464)  2023-02-15T17:31Z 48.7K followers, 103.8K engagements


"$BKNG outlining how paying employees with stock is an actual expense. So many companies talk about "FCF" and even net income that excludes this very real expense. Bravo 👏"  
[X Link](https://x.com/JohnHuber72/status/1629160925134573569)  2023-02-24T16:46Z 48.7K followers, 51.5K engagements


"Yes and Mungers definition of paying up was a lot cheaper than I think many realize. They paid 6x pretax earnings for Sees Candies which was growing Charlie Munger taught Buffett the power of buying a wonderful business at a fair price. Its been the best path to long term riches. The current problem: everyone loves a quality compounder and its reflected in prices. Thats why we see better opportunities classic value. https://t.co/Re7gyYZVmC Charlie Munger taught Buffett the power of buying a wonderful business at a fair price. Its been the best path to long term riches. The current problem:"  
[X Link](https://x.com/JohnHuber72/status/1731411345667428553)  2023-12-03T20:33Z 48.7K followers, 83.3K engagements


"Some thoughts on a new investment idea I've been working on (link in bio)"  
[X Link](https://x.com/JohnHuber72/status/1743252067420962979)  2024-01-05T12:44Z 48.7K followers, 163.8K engagements


"Seth Klarman did not seem (in the late 80's) to be a buy and hold investor; we know he was more similar to Ben Graham and Walter Schloss (and early Warren Buffett) but these comments offer some dissonance vs modern accepted portfolio approach. From Margin of Safety:"  
[X Link](https://x.com/JohnHuber72/status/1751451960652272003)  2024-01-28T03:47Z 48.7K followers, 26.8K engagements


"$AAPL is a 15x since [----] yet has had two periods where the stock was flat four [--] years underperforming the market. Always good to remember that the biggest winners in the stock market all go through negative and underperforming periods via @SagaPartners H2 [----] letter"  
[X Link](https://x.com/JohnHuber72/status/1754317141229056103)  2024-02-05T01:32Z 48.7K followers, 60.4K engagements


"Since $JPM announced Q2 earnings in July [----] (when recession fears were near their peak) the stock is up 90% with dividends. More than double the SPY and better than [--] of the Magificent [--]. I'm cherry picking this of course but I thought it was a nice example (just one of many) of how stocks of well followed companies can be very mispriced. JPM traded down to around $107 per share that day [--] P/E at that time and through modest growth slightly more reasonable valuation and decent capital returns all [--] engines helped produced a great return. None of those [--] drivers were remarkable on their own"  
[X Link](https://x.com/JohnHuber72/status/1775901414067216870)  2024-04-04T15:01Z 48.7K followers, 54.1K engagements


"Good thread. Imagine investing in a business that puts up these fundamental results: 25% eps growth for [--] years and you still lose 35% of your investment. Growth engine and P/E entry level are equally important. Its also amazing that MCD traded at [--] p/e in [----] and [--] p/e a decade later even with phenomenal fundamental results. No one in [----] would have ever thought MCD could trade that cheap. 1/ Now would be a good time to study the Nifty Fifty. $MCD was the OG $CMG (kind of ironic since MCD used to own CMG) check out these annual growth rates: https://t.co/u11k1z4KDX 1/ Now would be a good"  
[X Link](https://x.com/JohnHuber72/status/1794169389912043631)  2024-05-25T00:51Z 48.7K followers, 77.1K engagements


"Buffett has a do as I say not as I do approach to leverage. His advice to avoid leverage is genuine because he knows it will cause more harm than good for most but he and Munger both used it regularly in their portfolios in the 60s and 70s Also Buffett: 20x levering his sister's $BRK position so she can buy as much of it as possible [----] https://t.co/0oC4JY02ko Also Buffett: 20x levering his sister's $BRK position so she can buy as much of it as possible [----] https://t.co/0oC4JY02ko"  
[X Link](https://x.com/JohnHuber72/status/1847088834036539640)  2024-10-18T01:34Z 48.7K followers, 37.1K engagements


"Dirt is one of the best investors I know. Buffett once said he could do 50% per year today if he was managing $1m or so; Dirt is an example of a guy doing it in a way that Buffett once did (and investing the way Buffett probably would be today) [----] Performance: +42.4% CAGR Since Inception (July 2019): +53.5% This will be my last post discussing returns. [----] Performance: +42.4% CAGR Since Inception (July 2019): +53.5% This will be my last post discussing returns"  
[X Link](https://x.com/JohnHuber72/status/1874997033846936035)  2025-01-03T01:51Z 48.7K followers, 79.1K engagements


"I wrote this article back in May but should update this chart. $AMZN and $GOOG together guiding to $175b capex next year alone. Together the big [--] will be close to $300b next year. Buffett talks about how it's so hard to get decent ROIC on $300b portfolio (which is invested once). Imagine investing this much in one year and then doing another $300b next year and again the year after that etc. In a few short years there will be $1 trillion of invested capital. Key question for all these companies is not what the ROIC has been (which is world class) but what will it be on these hundreds of"  
[X Link](https://x.com/JohnHuber72/status/1887873404251799749)  2025-02-07T14:37Z 48.7K followers, 141.9K engagements


"I may have called it an evolution but its really not. Its simply based on where value opportunities are. [--] years ago compounders were largely cheap; now they are largely expensive. One day theyll be cheap again. For now best value is elsewhere. I think this game requires flexibility: fish where the fish are as Charlie once said @BillBrewsterTBB @JohnHuber72 I like hearing from John since hes had kind of a reverse Buffett evolution. Really appreciate the different viewpoint and the differentiation between a great business and a great stock. @BillBrewsterTBB @JohnHuber72 I like hearing from"  
[X Link](https://x.com/JohnHuber72/status/1926419933186965591)  2025-05-24T23:27Z 48.7K followers, 88.9K engagements


"It's amazing how fast sentiment changes in the stock market. Liberation Day and all the fear surrounding it seems like a distant memory. It's so interesting to observe how the market just moves from one theme to another; tariffs are still an issue but it's not the lead story that people want to discuss. Reality wasn't as bad then as economic experts made it seem. On flip side I think the predictions around AI productivity are likely too optimistic now (I heard a well known tech titan suggest that a 10% productivity bump in the $70 trillion service economy is possible. sounds reasonable at"  
[X Link](https://x.com/JohnHuber72/status/1958931955694604778)  2025-08-22T16:39Z 48.7K followers, 24.5K engagements


"Cisco Nortel Lucent and numerous others all did this in the 1990's. Some of it was vendor financing: Lucent was owed over $6b at the end which used to be a lot of money😀; Some was equity: Cisco did over [--] acquisitions and equity deals. All to secure more sales volume. Buying revenue typically did not lead to good long term outcomes (to say the least). NVDA is far better than the web [---] infrastructure players so perhaps better outcomes will follow as well but the size and the structure of this deal (along with Oracle's RPO announcement) do remind me of things we saw in past bubbles. History"  
[X Link](https://x.com/JohnHuber72/status/1970689655889674292)  2025-09-24T03:20Z 48.7K followers, 75.2K engagements


"For some more context the US currently uses about [----] TWh of power annually. So this [----] TWh demand estimate means future global datacenter power would be akin to 40% of the entire US electricity usage. This is why my two favorite AI stocks are $NRP and $BSM 😀 However Im also not sure we can take current datacenter demand and extrapolate out to [----]. We need more electricity: AI data centers are set to consume [----] terawatt-hours of power demand by [----] equal to 4.4% of global electricity. In other words power demand from AI data centers is set to QUADRUPLE over the next [--] years. If"  
[X Link](https://x.com/JohnHuber72/status/1974533822550262090)  2025-10-04T17:55Z 48.7K followers, 54K engagements


"In [----] @JoshTarasoff did this AMZN presentation. It's the best writeup I've seen on AMZN. At the end he says he thinks AMZN can do 30% CAGR for next [--] yrs. [--] yrs in AMZN has compounded at 38%. But regardless of result it's great thinking: http://csinvesting.org/wp-content/uploads/2012/08/amzn-valuexvail-2012-josh-tarasoff1.pdf http://csinvesting.org/wp-content/uploads/2012/08/amzn-valuexvail-2012-josh-tarasoff1.pdf"  
[X Link](https://x.com/JohnHuber72/status/927977536042274817)  2017-11-07T19:14Z 48.7K followers, [---] engagements


"This website is really a goldmine. Transcripts of BRK meetings going back to [----] interview archives clips and other Buffett information. Great work by CNBC. https://buffett.cnbc.com/annual-meetings/ https://buffett.cnbc.com/annual-meetings/"  
[X Link](https://x.com/JohnHuber72/status/993590162591535104)  2018-05-07T20:35Z 48.7K followers, [---] engagements


"Another great compilation. Munger in [---] pages. I'll treat this as sort of a warmup for the full workout: the [----] page Buffett compilation. [--] pages a day gets you through both in [--] months. https://x.com/AustinValue/status/998667676569473026 Compilation of everything Munger: https://t.co/WZ8mHWAuep https://x.com/AustinValue/status/998667676569473026 Compilation of everything Munger: https://t.co/WZ8mHWAuep"  
[X Link](https://x.com/JohnHuber72/status/998960875590619137)  2018-05-22T16:16Z 48.7K followers, [---] engagements

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