by John Huber | Dec 11, 2014 | Investment Philosophy
Long time readers of the blog know that I’m a big sports fan, and occasionally I’ll use analogies from the sports world to make a point on investing. There are certain rules of thumb that I keep in mind when thinking about the public markets. There are certain...
by John Huber | Dec 2, 2014 | Industry-Insurance, Investment Ideas & Company Research
I thought I’d write a post with some quick thoughts on Markel’s value. I recently had a few conversations with a friend regarding how to think about the return on equity that Markel produces relative to the investment return that you will receive as a...
by John Huber | Nov 13, 2014 | Investment Philosophy, Warren Buffett
I’ve been spending the vast majority of my time working on a number of new investment ideas, but I do find time to catch up on reading the paper. Earlier this week I came across a post on one of the Wall Street Journal blogs that posted a copy of an old letter that...
by John Huber | Oct 28, 2014 | Investment Philosophy, Superinvestors, Warren Buffett
There seems to be a strange dichotomy in the value investing universe: those who buy so-called compounders, and those who buy so-called cheap stocks. I want to own businesses that are building value, but that doesn’t mean I don’t care about valuation. I pass on...
by John Huber | Oct 10, 2014 | Case Studies, Investment Ideas & Company Research, Investment Philosophy, Investment Quotes
“Experience, however, indicates that the best business returns are usually achieved by companies that are doing something quite similar today to what they were doing five or ten years ago… a business that constantly encounters major change also encounters...
