by John Huber | Feb 6, 2014 | General Thoughts, Investment Philosophy, Joel Greenblatt, Superinvestors, Warren Buffett
I recently watched a video of Joel Greenblatt with Morningstar. Most of the video discusses the index approach to investing using a value weight (as opposed to equal weight or market weight, which most indexes use). I’m not that interested in indexing, although for...
by John Huber | Jan 31, 2014 | Investment Philosophy, Warren Buffett
Last week I wrote a post on Value vs Growth and some of Buffett’s thoughts on the distinction (or lack thereof) between the two… Just a few more thoughts on the ever-present debate between these two schools of thought within the value investing community… The Value...
by John Huber | Jan 24, 2014 | General Thoughts, Investment Philosophy, Think Differently, Warren Buffett
I wrote a few posts on “quality” recently, which has sparked a few emails, comments, and questions on the overall investment philosophy. I got to thinking about the interplay between quality and valuation, and thought of Buffett’s shareholder letter in the early...
by John Huber | Jan 14, 2014 | General Thoughts
As I’ve mentioned before, I spend the vast majority of my time reading. My office is filled with piles of papers, notebooks, and annual reports. I have two computer monitors (yes, I know some value guys have no monitors on their desk… something I admire,...
by John Huber | Jan 6, 2014 | Ben Graham, Books, Education, How to Improve Results, Investment Philosophy, Superinvestors
Ben Graham is known largely for writing two of the most cited books in the field of value investing. Of course, in addition to being an outstanding writer and educator, he was a proficient practitioner of the investment field as well—a dual distinction that is...
