by John Huber | Apr 9, 2013 | How to Improve Results, Portfolio Management, Think Differently
Yesterday I wrote a post that started with a quote that Charlie Munger has often used: “Invert, Always Invert.” The idea is to think differently than the crowd. Ben Graham said that our results are based on our methods, not whether the crowd agrees with us...
by John Huber | Apr 8, 2013 | Ben Graham, How to Improve Results, Investment Philosophy, Investment Quotes, Portfolio Management, Superinvestors, Think Differently
“Invert, Always Invert.” -Carl Gustav Jacob Jacobi, 19th century mathematician, using the phrase to describe how he thought many problems in math could be solved by looking at the inverse. Charlie Munger often uses this same quote to express how investors...
by John Huber | Apr 7, 2013 | General Thoughts, How to Improve Results, Investment Quotes, Think Differently
A few years ago at the Berkshire Hathaway Annual Meeting, Warren Buffett said something very interesting. He said that he personally knows of a half dozen or so people who could make 50% per year managing a relatively small amount of money. I came across a reference...
by John Huber | Feb 28, 2013 | General Thoughts, Investment Philosophy, Investment Quotes
One of the things I’ve been thinking about over the past few days is how important it is as an investor to engage in patient, long-term thinking. Most of us are either individual investors managing our own portfolios or maybe small professional managers like...
by John Huber | Feb 3, 2013 | Investment Ideas & Company Research
I was reading one of my favorite blogs that I just only recently discovered called Brooklyn Investor. He does a great job at doing thorough analysis on companies, and some of the posts are good case studies to learn from. He had a couple posts last week on Wells Fargo...
