by John Huber | Jul 21, 2014 | Education, Investment Philosophy, Investment Quotes
“We prefer businesses that drown in cash. An example of a different business is construction equipment. You work hard all year and there is your profit sitting in the yard. We avoid businesses like that. We prefer those that can write us a check at the end of the...
by John Huber | Feb 20, 2014 | Education, How to Improve Results, Warren Buffett
I am in the midst of writing a few posts on the importance of Return on Invested Capital (ROIC). I wrote two posts last week discussing Greenblatt’s formula and some thoughts on the topic (Here and Here). I’ll have one or two more posts next week...
by John Huber | Jan 6, 2014 | Ben Graham, Books, Education, How to Improve Results, Investment Philosophy, Superinvestors
Ben Graham is known largely for writing two of the most cited books in the field of value investing. Of course, in addition to being an outstanding writer and educator, he was a proficient practitioner of the investment field as well—a dual distinction that is...
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...
