by John Huber | Sep 30, 2014 | Investment Philosophy
I thought I’d circle back to discuss the topic of compounders and return on capital. I wrote a few posts about earlier this year, and there have been numerous comments and questions. In this post, I want to discuss the actual math behind the compounders, to try and...
by John Huber | Sep 19, 2014 | General Thoughts, Investment Philosophy, Think Differently, Warren Buffett
I just came across an article I just read that I thought was interesting, and thought certain readers might enjoy. Although the article has nothing directly to do with investing, I think there are some takeaways for those of us in the investment world. Certainly the...
by John Huber | Sep 8, 2014 | Charlie Munger, Investment Philosophy, Investment Quotes, Overall Stock Market, Superinvestors, Warren Buffett
“The way to win is to work, work, work, work and hope to have a few insights.” – Charlie Munger I came across a post on one of my favorite sites (Farnam Street) about Buffett on some fundamental keys to successful investing. I’ve always thought the most important...
by John Huber | Aug 28, 2014 | Case Studies, Investment Ideas & Company Research, Investment Philosophy, Investment Quotes, Shareholder Letters & Reports, Think Differently
“Google has a huge new moat. In fact, I’ve probably never seen such a wide moat.” – Charlie Munger, 2009 Google celebrated the 10 year anniversary of its IPO last week. Google is a company that I’ve never owned (unfortunately), but really admire. There are a few...
by John Huber | Aug 19, 2014 | General Thoughts, Investment Quotes, Overall Stock Market
I spend virtually zero energy thinking about the overall stock market. I’m always aware of what the indices are doing, but I really don’t pay attention to where I think they are headed or where they’ve been recently. As Munger has said, sometimes the...
