by John Huber | Aug 24, 2015 | Macro, Overall Stock Market
I just thought I’d put up a quick post as it’s Sunday night and I’m getting ready for the week and listing some things I’m going to be focusing on and researching this week, as is my routine on Sunday evenings. I don’t often discuss the overall markets, but as I was...
by John Huber | Aug 10, 2015 | Investment Quotes, Portfolio Management, Warren Buffett
“One of my friends—a noted West Coast philosopher—maintains that a majority of life’s errors are caused by forgetting what one is really trying to do.” – Warren Buffett, 1965 BPL Partnership Letter I’ve read a few things lately discussing the benefits of...
by John Huber | Jul 7, 2015 | General Thoughts, Industry-Oil, Macro
Since oil prices were in the headlines yesterday after an 8% fall, I thought it might be a good time to comment on something I’ve been working my way through while putting in the miles after a day of looking for bargains. I’m about halfway through the excellent series...
by John Huber | Jun 17, 2015 | Portfolio Management, Think Differently, Warren Buffett
Someone on the Corner of Berkshire and Fairfax board recently posted this comment referencing Buffett’s well-known piece on inflation from 1977. In the article, Buffett describes the variables that drive a company’s return on equity. There are only five ways...
by John Huber | Jun 2, 2015 | Case Studies, Investment Quotes, Warren Buffett
Earlier this year I watched Lang Lang play Grieg’s Piano Concerto in A Minor—one of my all-time favorite pieces of music. The concerto is a monster—full of big octaves, virtuosity, excitement and power. It has around 30,000 notes, but the music is tied together with a...
