by John Huber | Jan 15, 2016 | General Thoughts, Get Better by Reading, Think Differently, Warren Buffett
When markets are tumbling, it’s time to get excited about stocks. This is often talked about, but rarely practiced. J. Paul Getty once said the key to getting rich is simple: “Buy when everyone else is selling and hold when everyone else is buying”. For the value...
by John Huber | Jan 6, 2016 | Case Studies, Education, General Thoughts
“It is the basics. It is focusing on selection, low prices, and reliable, convenient, fast delivery. It’s the cumulative effect of having this approach for 14 years. I always tell people, if we have a good quarter it’s because of the work we did three,...
by John Huber | Dec 11, 2015 | Books, General Thoughts
“I’ve never said, ‘If you go to a mall, see a Starbucks and say it’s good coffee, you should call Fidelity brokerage and buy the stock.'” – Peter Lynch I saw an article in Monday’s Wall Street Journal on Peter Lynch....
by John Huber | Dec 6, 2015 | Case Studies, Investment Philosophy
In general, I find reading short reports to be a very valuable exercise. I don’t do much shorting in my partnership, but I find that for the most part, short sellers provide a useful service to the capital markets and I think that the good short sellers (who are few...
by John Huber | Nov 30, 2015 | Books, Case Studies, Investment Philosophy
Over the weekend I was reading David Einhorn’s book Fooling Some of the People All of the Time. I’ve had it on my bookshelf for some time, and it has always taken a back seat to other books until I decided to pick it up recently. It’s an entertaining read, basically...
