by John Huber | Nov 7, 2018 | Case Studies, Warren Buffett
A few weeks ago, Sears finally filed for bankruptcy, and I decided to read through some of my notes I’ve compiled over the years on that company. During this review, I came across a couple old posts that I wrote on the topic of circle of competence: Sears and 7-Foot...
by John Huber | Oct 3, 2018 | Books, Case Studies, General Thoughts
I’ve been spending some time studying the housing market and a number of companies that directly and indirectly do business in that industry. I have a view on the fundamentals of the housing market that I might write about another time. But as a somewhat related...
by John Huber | May 2, 2018 | Case Studies, Investment Ideas & Company Research, Investment Philosophy
I sent this to Saber Capital clients last week, and I wanted to post it here on the site as well. Last month, I had the great privilege to visit Markel and speak with Tom Gayner and a few of his colleagues at Markel in Richmond, Virginia. Markel has always been a...
by John Huber | Mar 22, 2017 | Books, Case Studies
I’ve heard more and more commentary/concern about the level of the overall market lately. With the market relentlessly marching to new all-time highs just about every day, I’ve even begun to hear the word “bubble” being used. While I certainly don’t think the market...
by John Huber | Jan 12, 2017 | Case Studies, Charlie Munger, Investment Philosophy
A few months ago we had an interesting post/discussion on the site where Matt Brice and I share some of our research and investment ideas. The topic was Munger’s ability to quickly discard an investment opportunity if it was something he didn’t understand or a...
by John Huber | Nov 1, 2016 | Case Studies, General Thoughts, Investment Philosophy
I gave a talk at an investing conference in Philadelphia last week where I discussed my overall approach to investment along with three broad categories where I think investors could focus to gain an edge (I’ll share the slides in a later post). I don’t attend many of...
