by John Huber | Feb 12, 2015 | Case Studies, Superinvestors, Think Differently
A while back I wrote a post about how the gap between 52 week high and low prices presents an opportunity for investors in public markets. I mentioned that this simple observation (the huge gap between yearly highs and lows) is all the evidence you need to debunk the...
by John Huber | Jan 26, 2015 | Charlie Munger, General Thoughts, Get Better by Reading, Investment Philosophy
I was catching up on some links and articles this weekend. Sometimes, things that are interesting but not time sensitive get pushed to the back burner. In these cases, I sometimes create a file filled with things that I’d like to read and the early morning Saturday...
by John Huber | Jan 20, 2015 | Case Studies
A few weeks back I came across an article that someone had posted on Sears. It is a fascinating read for a few different reasons. One, I think Sears is an excellent case study of the retail industry and the difficulties of investing and allocating capital in that type...
by John Huber | Jan 6, 2015 | Ben Graham, Investment Philosophy, Warren Buffett
“The newer approach to security analysis attempts to value a common stock independently of its market price. If the value found is substantially above or below the current price, the analyst concludes that the issue should be bought or disposed of. This independent...
by John Huber | Dec 22, 2014 | General Thoughts, Investment Philosophy, Portfolio Management
This weekend I came across a link to an excellent Manual of Ideas interview with Allan Mecham that I’ve read before, but I decided to read through it again. There are a few key points that Mecham brings up that I think are really worth repeating, so I thought...
