by John Huber | May 15, 2018 | Charlie Munger, Investment Philosophy, Think Differently, Warren Buffett
On a morning run a few weeks ago, I was listening to a talk by Alice Schroeder, author of the outstanding Buffett biography Snowball. She was discussing some things she learned from Buffett in front of an audience of Microsoft employees. Schroeder is always someone I...
by John Huber | Nov 7, 2017 | Charlie Munger, Warren Buffett
I recently came across a letter that Buffett sent to Chuck Huggins, the CEO of See’s Candies in 1972 (thanks to Marcelo Lima at Heller House for posting it). See’s is a case study that has been dissected from every angle, but this was a letter I hadn’t...
by John Huber | Oct 30, 2017 | Charlie Munger, Warren Buffett
“I’ve never heard an intelligent discussion about ‘cost of capital’.” – Charlie Munger I read something a few weeks back that referenced some comments that Charlie Munger once made on the topic of cost of capital. Maybe these comments will be yet another...
by John Huber | May 11, 2017 | Charlie Munger, Investment Philosophy, Saber Capital Management, Think Differently, Warren Buffett
Last week I headed to Omaha to attend Berkshire Hathaway’s annual meeting. Nowadays, there is less of a reason to attend the meeting in person because it is available to watch online, but I love attending the event for all of the peripheral meetings that occur. It was...
by John Huber | Feb 27, 2017 | Charlie Munger, Investment Philosophy, Think Differently
A couple weeks ago, I flew to Los Angeles to listen to Charlie Munger at the Daily Journal annual meeting. These days, you can read the transcript of these events or even watch it on YouTube, so there is less of a practical reason to attend the actual event. But the...
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...
