by John Huber | Jul 7, 2015 | General Thoughts, Industry-Oil, Macro
Since oil prices were in the headlines yesterday after an 8% fall, I thought it might be a good time to comment on something I’ve been working my way through while putting in the miles after a day of looking for bargains. I’m about halfway through the excellent series...
by John Huber | Jan 26, 2015 | Charlie Munger, General Thoughts, Get Better by Reading, Investment Philosophy
I was catching up on some links and articles this weekend. Sometimes, things that are interesting but not time sensitive get pushed to the back burner. In these cases, I sometimes create a file filled with things that I’d like to read and the early morning Saturday...
by John Huber | Dec 22, 2014 | General Thoughts, Investment Philosophy, Portfolio Management
This weekend I came across a link to an excellent Manual of Ideas interview with Allan Mecham that I’ve read before, but I decided to read through it again. There are a few key points that Mecham brings up that I think are really worth repeating, so I thought...
by John Huber | Sep 19, 2014 | General Thoughts, Investment Philosophy, Think Differently, Warren Buffett
I just came across an article I just read that I thought was interesting, and thought certain readers might enjoy. Although the article has nothing directly to do with investing, I think there are some takeaways for those of us in the investment world. Certainly the...
by John Huber | Aug 19, 2014 | General Thoughts, Investment Quotes, Overall Stock Market
I spend virtually zero energy thinking about the overall stock market. I’m always aware of what the indices are doing, but I really don’t pay attention to where I think they are headed or where they’ve been recently. As Munger has said, sometimes the...
by John Huber | Jul 10, 2014 | General Thoughts, Warren Buffett
“I don’t think about the macro stuff. What you really want to do with investments, is think about what’s important and what’s knowable. Understanding Coke or Wrigley is knowable… but we have never bought a business or not bought a business because of any macro feeling...
