by John Huber | Dec 5, 2013 | Case Studies, General Thoughts, Industry-Banks, Investment Ideas & Company Research, Think Differently, Warren Buffett
Charlie Munger once said that he compares every possible investment to Wells Fargo… Why buy company X if it’s not as good/cheap as WFC? For weeks I’ve been slowly and steadily working my way through hundreds of small community bank stock filings looking for bargains....
by John Huber | Nov 25, 2013 | Case Studies
Over the weekend I was reading through some Charlie479 posts on VIC (who I’ll introduce below). He recommended a company called Winmall & Co (WNMLA), a small, illiquid, management-controlled stock in 2001 that was selling for about 43% of net cash. Below is an...
by John Huber | Oct 9, 2013 | Case Studies, Investment Philosophy, Superinvestors, Warren Buffett
Last week, I came across this video of Stewart Horejsi, one of a small, but growing list of billionaires who have made their fortune solely because of their investment in Berkshire Hathaway. This was a really interesting story about a guy who began buying Berkshire...
by John Huber | Oct 2, 2013 | Case Studies, General Thoughts, How to Improve Results, Investment Philosophy, Superinvestors, Think Differently, Warren Buffett
“I skate to where the puck is going to be, not where it has been.” – Wayne Gretzky One of the most important skills that you can develop as an investor is the ability to think differently. This is a broad topic with many interpretations. I often...
by John Huber | Sep 27, 2013 | Case Studies, Education, How to Improve Results, Investment Quotes, Superinvestors, Warren Buffett
I do a lot of case studies. I recommend that any burgeoning value investor do as many case studies as they can, sprinkled in among reading annual reports and other filings. I’ll explain what I mean by this in a moment… first I thought the best...
by John Huber | May 15, 2013 | Ben Graham, Case Studies, Investment Philosophy, Superinvestors, Warren Buffett
Geico is a company that is owned by Warren Buffett’s Berkshire Hathaway. It’s an incredibly interesting company to study. I recently read an outstanding presentation on the company by David Rolfe of Wedgewood Partners. This post is my take… a short...
