by John Huber | Apr 21, 2015 | Case Studies, Investment Philosophy, Joel Greenblatt, Portfolio Management, Superinvestors
I have been busy over the past couple of weeks. My wife gave birth to twins about two weeks ago, and now that I am back in the office, I am catching up on some reading. While we were in the hospital for about a week, I did have some time to do some reading, and I have...
by John Huber | Feb 12, 2015 | Case Studies, Superinvestors, Think Differently
A while back I wrote a post about how the gap between 52 week high and low prices presents an opportunity for investors in public markets. I mentioned that this simple observation (the huge gap between yearly highs and lows) is all the evidence you need to debunk the...
by John Huber | Jan 20, 2015 | Case Studies
A few weeks back I came across an article that someone had posted on Sears. It is a fascinating read for a few different reasons. One, I think Sears is an excellent case study of the retail industry and the difficulties of investing and allocating capital in that type...
by John Huber | Oct 10, 2014 | Case Studies, Investment Ideas & Company Research, Investment Philosophy, Investment Quotes
“Experience, however, indicates that the best business returns are usually achieved by companies that are doing something quite similar today to what they were doing five or ten years ago… a business that constantly encounters major change also encounters...
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 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...
