John Huber’s portfolio gained 55% in 2019 thanks to a hyper-concentrated approach to stock-picking. Here are 5 books he says helped sharpen his strategy.

John Huber, portfolio manager of Saber Capital Management, isn’t afraid to bet heavily on the ideas and companies around which he holds the most conviction.
As a matter of fact, his fund only holds five to seven stocks at a time, and the top five or six posi…
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