by John Huber | Aug 1, 2016 | Education, Investment Philosophy
This post is the second guest post by my friend Connor Leonard, in what I hope to be a somewhat regular “column” here at BHI (by regular, I mean as often as Connor decides to put the proverbial pen to paper and share his insights with us). Based on the...
by John Huber | Jul 25, 2016 | Case Studies, Investment Ideas & Company Research, Scratch Notes, Shareholder Letters & Reports
I recently made a list of a few shareholder letters I want to read, and one that I completed a few days ago was Credit Acceptance Corp (CACC). This post is not a comprehensive review of the business, as I just started reading about the company. But I thought some...
by John Huber | Jul 11, 2016 | Case Studies, Superinvestors, Warren Buffett
I came across a case study that discusses Dempster Mill recently. I thought I’d post a brief summary of some notes I jotted down while reading it. Dempster Mill is a company that Buffett bought in the early 1960’s when operating his partnership. The company...
by John Huber | Jun 27, 2016 | General Thoughts, Investment Philosophy, Overall Stock Market, Portfolio Management
I thought I’d put up a quick post with an interesting chart that might provide some food for thought. Considering the volatility in the past few days that was created by the surprising results of the “Brexit” referendum where the U.K. voted to leave the European...
by John Huber | Jun 6, 2016 | Education, Investment Philosophy
“Leaving the question of price aside, the best business to own is one that over an extended period can employ large amounts of incremental capital at very high rates of return.” – Warren Buffett, 1992 Shareholder Letter I received a lot of feedback, comments and a few...
