Investor letter to Saber clients from last fall that outlines three types of investments in our portfolio, along with some updated comments on the stocks mentioned| basehitinvesting.substack.com
How a deli manager inspired Greenblatt to start Value Investors Club.| dirtcheapstocks.substack.com
Well-run bank with a multi-decade history of compounding earnings and tangible book value per share at 15% per year; trades at 7.6 P/E; well-capitalized balance sheet; excess cash for buybacks| basehitinvesting.substack.com