by John Huber | Aug 4, 2014 | Case Studies, Investment Philosophy, Investment Quotes, Superinvestors, Warren Buffett
“You don’t have to know a man’s exact weight to know that he’s fat.” – Ben Graham I was reading through some notes from the 2008 Berkshire Hathaway Annual Meeting and one of the questions grabbed my attention. The question was pertaining to Warren...
by John Huber | Jul 21, 2014 | Education, Investment Philosophy, Investment Quotes
“We prefer businesses that drown in cash. An example of a different business is construction equipment. You work hard all year and there is your profit sitting in the yard. We avoid businesses like that. We prefer those that can write us a check at the end of the...
by John Huber | Jul 10, 2014 | General Thoughts, Warren Buffett
“I don’t think about the macro stuff. What you really want to do with investments, is think about what’s important and what’s knowable. Understanding Coke or Wrigley is knowable… but we have never bought a business or not bought a business because of any macro feeling...
by John Huber | Jul 1, 2014 | Ben Graham, Case Studies, Investment Philosophy, Superinvestors, Warren Buffett
“The highest rates of return I’ve ever achieved were in the 1950’s. I killed the Dow. You ought to see the numbers. But I was investing peanuts then. It’s a huge structural advantage not to have a lot of money. I think I could make you 50% a year on $1 million....
by John Huber | Jun 25, 2014 | Ben Graham, Case Studies, Investment Philosophy, Superinvestors, Warren Buffett
I received a couple questions/comments from readers lately regarding Buffett and some previous comments I made on strategy before and after the Berkshire annual meeting. I always enjoy interacting with readers. The vast majority of my days are spent researching new...
